KeyPoint Trusted Advisors helps small business owners in Houston value, prepare, and sell their businesses, with honest guidance from the first conversation to closing day.
Our Seller Journey lays out six steps, each with a defined deliverable, so you know what has been done and what comes next.
Join our buyer list to hear about new opportunities. Full details are shared after you sign a non-disclosure agreement (NDA) and complete buyer screening.
Our complimentary valuation looks at your financials, operations, and market position to estimate a likely selling price.
Selling a business is one of the biggest decisions you will make. We bring senior experience, honest numbers and a trusted network to every engagement.
Founder Dave Key is a Certified Exit Planning Advisor with 40+ years buying, selling and leading businesses.
We have owned, run and sold businesses, so we know what sellers feel and buyers look for.
Buyers sign an NDA and are screened before they see sensitive details.
A realistic number built on your financials, operations and market position.
KeyPoint pairs exit planning expertise with financial services experience. You work directly with the advisors who lead the firm, from your first conversation through closing.
Goal-Based Planning
Every sale is planned around your goals for timing, price, and confidentiality.
Financial Services Experience
Our team brings more than a decade of financial services experience with LPL Financial and Wells Fargo.
Buyer Screening
Every buyer signs an NDA and is screened for financial capability and fit before receiving sensitive details.
Professional Network
We coordinate with attorneys, accountants, and lenders through due diligence and closing, backed by a network of partners across the industry.
Here is an overview of the six steps we follow with every seller.
Understand your business and goals.
Prepare the business and build the go-to-market plan.
Attract qualified buyers while protecting confidentiality.
Reach fair, mutually beneficial terms.
Keep due diligence on track and prepare to close.
Complete the sale and prepare for the handover.
Founder – CEO | Certified Exit Planning Advisor (CEPA)
40+ years buying, selling and leading businesses, including leadership roles with 3M and GE.
Business Intermediary
More than a decade in financial services with LPL Financial and Wells Fargo, now connecting businesses with the right buyers.
New listings are on the way. Join the buyer list to hear about them first.
Houston, TX
Houston, TX
Plano, TX
Straight answers about selling, buying and valuing a business.
We offer free consultations and business valuations. If you decide to sell, we work on a success fee, so we are paid when your business sells. The terms of every engagement are discussed and agreed in writing before we start.
Most sales close 6 to 9 months after the business goes on the market. In 2025, the median small business sold through a broker was on the market for 170 days nationally and 164 days in the Houston area (BizBuySell Insight Report). Larger or more complex businesses often take 9 to 12 months. Timing depends on the size of the business, how well prepared the financials are, buyer financing, and due diligence.
Yes. Your first consultation and your business valuation are both complimentary. In the consultation, we talk through your business and your goals. The valuation looks at your financials, operations, and market position to estimate a likely selling price.
Tell us about your business and your goals, even if you are not ready to list yet. We will prepare your valuation and outline what to address before you go to market.
