CASE STUDY:

$6.2M Deal Closed: How BBAZ Helped a Legacy Construction Business Sell for Full Value and Find the Right Buyer

SELLING A BUSINESS IS MORE THAN A TRANSACTION—IT’S A TRANSITION. WE MAKE SURE IT’S THE RIGHT ONE.

When a husband-and-wife team decided it was time to sell the Division 10 subcontracting business they had grown for over two decades, they knew they needed more than just a broker. They needed a trusted advisor who would advocate for their legacy, protect their team, and navigate the complex world of M&A with confidence.

They found all of that—and more—with BBAZ.

WHY THEY CHOSE BBAZ

After researching brokerage firms, the sellers reached out directly to Erin—impressed by her glowing client reviews and the professional valuation materials she provided. Erin brought deep experience in representing owner-operated businesses and knew exactly how to position this opportunity to the right kind of buyer.

Chuck, also part of the BBAZ team, had been working with a qualified buyer for months—a former executive turned entrepreneur actively seeking a high-performing business in the construction space. Together, Erin and Chuck created a dynamic, full-service team that brought this deal across the finish line.

“From the first time we met with her, we knew Erin was the person we would entrust with the task... We couldn’t have done it without Erin and Chuck.” — Jill B., Seller

HOW WE STRUCTURED A SMART, SELLER-FRIENDLY $6.2M DEAL

BBAZ worked hand-in-hand with both the buyer and seller to construct a deal that hit every mark:

  • $5.2M in cash at closing

    • $4.7M from SBA lending

    • $472K from the buyer’s capital

  • $1M in seller financing, split into:

    • Promissory Note #1: $500K on 24-month standby, then amortized at 5%

    • Promissory Note #2: $500K interest-only for two years, then amortized at 5%

  • Seller employment agreement: $75K salary, full family health benefits, and vehicle package for 12 months post-sale

We leveraged our strong relationship with a trusted SBA lender to make the deal structure work for everyone—especially the sellers, who initially had reservations about a carryback note. We negotiated flexible, SBA-compliant terms that protected their interests while allowing the buyer to move forward with confidence

OUR EXPERTISE IN ACTION: FROM OFFER TO CLOSE

The BBAZ team took a hands-on, white-glove approach at every stage:

POSITIONING THE BUSINESS FOR MAXIMUM VALUE

We helped the sellers highlight the company’s strongest assets—its brand equity, financial health, and staff tenure—so that buyers didn’t just see the numbers, but the full potential.

FINDING THE RIGHT BUYER

Chuck already had the perfect buyer in mind—someone with hands-on experience, strong financials, and the right personality fit. This match alone saved months of time and ensured cultural alignment from day one.

MANAGING OFFERS, NEGOTIATIONS & EXPECTATIONS

We skillfully navigated competing offers, shifting lender dynamics, and complex deal points. When buyer partners fell away and the lending structure changed, we kept the deal alive and moving forward.

COORDINATING DUE DILIGENCE & QUALITY OF EARNINGS

We assembled a complete digital data room, guided the seller through QoE requests, and served as translator between the buyer’s financial team and the owners—simplifying every step and reducing friction.

LEADING WITH STRATEGY, HEART, AND PRECISION

Every concern—like seasonality in WIP or a late-stage SDE adjustment—was met with transparency and smart positioning. Our experience made the difference between hesitation and trust.

“They were responsive, professional, knowledgeable, calm, and kept the transaction moving smoothly.” — Tyler J., Buyer

THE RESULTS: A DEAL THAT DELIVERED ON EVERY LEVEL

  • Sold for full asking price

  • Under contract and closed in less than 12 months

  • Buyer and seller both thrilled with the outcome

  • Staff, culture, and legacy preserved

  • Smooth ownership transition with full seller support

This wasn’t just a win—it was a win-win. The sellers transitioned their family legacy into capable hands. The buyer stepped into a thriving business primed for growth. And BBAZ proved, once again, that expert representation makes all the difference in a deal of this size.

LOOKING TO SELL YOUR CONSTRUCTION OR TRADES BUSINESS?WE’RE THE EXPERTS.

If your business generates $2M–$10M in annual revenue and you’re thinking about what’s next, let’s talk.

At BBAZ, we specialize in service, construction, and trade businesses—and we understand what it takes to market, negotiate, and close deals that honor the work you’ve put in. From valuation to closing day, we’re in your corner.

LET’S BUILD YOUR EXIT STRATEGY—YOUR WAY.