Corporate Investment - Austin, Texas

Libby K.

John Fincher was a steady advisor for years before we even engaged to sell my business. I learned how to build the business in a way that would be most valuable. During the sales process, he was my anchor and support, adding clarity and a steady hand each step of the way. I am happy to have worked with John and highly recommend Corporate Investments and their process.

Phyllis H.

John Fincher and Corporate Investment are outstanding M&A partners. Their guidance and support before, during and after the sale were absolutely invaluable. If I had another business to sell, I’d work with them again without hesitation.

Lance W.

Phil Wilhite did an amazing job selling my business of 35 years! He was professional, prompt, responsive, honest and an excellent negotiator. He is skills as a CPA and was instrumental in arranging the data and financial arguements that allowed me to maximize my selling price. I can strongly recommend Phil and Corporate Investments.
-Lance Wilson (past owner of Wilson Tindall & Associates, Inc.)

Ron H.

Phil and his team provided a vanguard document to describe our business and the related financials. We had a challenged location and size but ultimately we got our business sold for a fair and reasonable price. We are indebted to Corporate Investment for their excellent service

Cindy T.

If you are selling a business, Corporate Investment is the broker of choice. From advertising, negotiating and getting the final contract signed, Corporate Investment handled each step with professionalism. They were always available to answer our questions and kept us informed on the progress along the way.

I am very glad we decided to trust Corporate Investment to represent us in the sale of our hardware store.

Forrest J.

After interviewing several business brokers I chose Corporate Investment because of their reputation, experience and professionalism.

Corporate Investment worked diligently on my engagement from start to finish, from preparing professional marketing materials, bringing more than one buyer to the table, to negotiating the letter of intent, they kept me informed at all times as to where we were in the process. When the deal hit some hurdles Corporate Investment continued communicating with the buyer and me to keep the deal progressing.

They helped me achieve my goal and I would not hesitate to recommend them to any business owner looking to sell their business.

Forrest Johnson, former owner

High Altitude Services

Kyle G.

Testimonial from Kyle Gish – Former Owner of Dustless-Air Filter Company
Fifty percent of my adult life was spent building Dustless-Air Filter Company and shaping it into an organization where the employees were proud to be a part of its team, customers believed they received value from the products and services, and vendors cherished their relationship with Dustless. When I arrived at the crossroads of life where you sell or keep, it was important that any firm marketing the business would operate with my same set of values. After considering multiple brokers I decided to retain Corporate Investment. I can say with confidence that the decision to entrust Corporate Investment with the marketing and sale of my business proved to be an excellent choice.
The professionals at Corporate Investment exceeded my expectations across the board. Their process was not a simple valuation of the company followed by posting an attractive photo and asking price on the internet. They did an in-depth study of the company’s financials going back 5 years then came back to me with many, many questions of why. After fully understanding the financials they waded deep into the all the organization’s personnel, business practices and processes to gain a complete understanding of what produced the financials, which at that point they seemed to have memorized. Based on their thorough study and evaluation, marketing materials were developed that communicated the culture of the company and the unique aspects which created value.
The bottom line of any marketing plan is results, and Corporate Investment’s marketing plan produced great results. Multiple offers were generated, all of which met my expectations, with a few even exceeding expectations. When all the talks were completed, and the Purchase Agreement was signed, I was confident that I received full value for my business. More than receiving top dollar for my company, their careful marketing to, and screening of, potential buyers resulted in the business being acquired by a team I am confident will continue the legacy I am proud of.
I am very glad I decided to trust Corporate Investment to represent me in the sale of my company.
Kyle Gish, former owner
Dustless-Air Filter Company

Ed H.

I highly recommend Phil and his company Corporate Investment, if you need a broker to sell your business. There are many pitfalls in selling a business and Phil and his staff can safely guide you through the process.