Contact Broker
208 Robinwood,
Whitehouse, Texas 75791
(View Map)
About the Company
The Business Broker Who Knows What Buyers Actually Want
Most brokers hope they understand buyer psychology. I actually know - because I work directly with investment groups and private equity firms identifying acquisition targets across Texas.
For 18 months, I've analyzed businesses from the buyer's perspective, learning exactly what drives premium valuations and what kills deals in due diligence. Now I use that insider intelligence to help sellers maximize their outcomes.
The Difference: When you work with FirstCase, you're not getting guesswork - you're getting someone who talks to buyers every week. I know what shifts EBITDA multiples, which issues destroy value in due diligence, and how to position your business for competitive offers instead of negotiated settlements.
Our Approach: We prepare businesses using investment-grade standards, position them strategically, and leverage our buyer network to create competition. Every client gets access to pre-qualified buyers who operate with integrity.
Why It Matters: You've built something valuable. You deserve maximum value and someone who understands both sides of the table working for you - not against you.
Broker Biography
Introduction
Casey Foster, Business Broker: When I started connecting investment groups with business owners, I expected fair negotiations between equals. Instead, I witnessed brilliant entrepreneurs consistently leaving money on the table simply because they didn't know what they didn't know.
The breaking point became clear when I witnessed a family lose out on millions in generational wealth due to a lack of succession planning when the business owner exited.
I realized the only way to level this playing field was to take institutional knowledge from the buyer's side and put it to work for business owners; not as some neutral middleman, but as their dedicated advocate who understands exactly how the other side operates.
Now, business owners enter every conversation armed with the same insights their potential buyers have. They know their true market value, understand deal structures, and have tax-optimized exit strategies.
Every business owner deserves to know what their life's work is really worth. When you don't have a plan, someone else will make one for you - and it won't be in your favor.
Daniel Watkins, CPFA/Wealth Advisor: Daniel's greatest professional pleasure is helping clients manage the emotional reactions that accompany the ups and downs in the market. Growing up in rural South Mississippi, Daniel never considered finance as a career option, but he fell in love with the coaching and community aspects of the job.
He completed an MBA with a focus on finance to better serve his clients, bringing both academic knowledge and practical wisdom to every client relationship. His approach combines technical expertise with genuine care for his clients' long-term financial success.
Outside of work, Daniel is an avid outdoorsman who plays golf whenever he can, enjoys his homegrown tomatoes, and truly loves spending time with his wife and family. This balance of professional dedication and personal fulfillment brings a well-rounded perspective to his wealth advisory services.
Services Provided
Investment-Grade Business Valuations: Professional valuations using proven methodology. Unlike tax-focused CPA valuations, we analyze your business through the buyer's lens as well - showing exactly what drives premium multiples and what issues will surface in due diligence. You'll know your true market value and the specific factors affecting it before you ever go to market.
Value Acceleration & Exit Planning: Most owners wait until they're ready to sell to discover what their business is worth - then it's too late to fix anything. If needed, we implement systematic value-building strategies 12-24 months before your planned exit, addressing the issues that compress multiples and amplifying the factors that command premiums. The result: significantly higher sale prices when you're ready.
Business Sale Representation: Full-service transaction management from strategic positioning through closing. We leverage our investment group relationships to create competitive buyer interest, manage the entire due diligence process, and negotiate aggressively on your behalf. Our goal: premium multiples, smooth transactions, and terms that protect your interests.
Strategic Positioning: We prepare businesses for sale using investment-grade standards - the same criteria institutional buyers use. This includes financial documentation, operational systems review, management assessment, and strategic recommendations that transform how buyers perceive your business value.
Areas Served
Professional Affiliations
TABB/IBBA, Real Estate, Tyler Area Chamber of Commerce Board of Directors, 2024 WB Windsor Award for Tyler's Most Outstanding Citizen Under 40.
Business For Sale Listings
Cash Flow: $133,000
Garland, TX
View Details Established DFW Turf Install Business - $1.2M Revenue, $133K Cash Flow
Transform Your Entrepreneurial Vision Into a $1.2M Revenue StreamStep into immediate cash flow generation with this established DFW turf installation and maintenance operation that delivers $133,000 in annual owner earnings while positioning you to capitalize on one of America's hottest growth markets. You'll acquire a turnkey platform that eliminates startup risks and accelerates your path to business ownership success.Your Financial Foundation AwaitsGenerate consistent monthly cash flow from day one with $1.21M in proven annual revenue and 44.4% gross margins. At just 3.2x cash flow, you're acquiring below market value while competitors pay 4-5x, giving you instant equity and competitive advantage in future expansions or exit strategies.Recurring Revenue Reduces Your RiskSleep better knowing your income streams from diversified client relationships including residential contracts, commercial accounts, builder partnerships, Less
Smith Co., TX
View Details 40-Year-Old Metal Extrusions Business For Sale
Profitable 40+ Year Architectural Metal Systems Company - $9.6M Revenue | $2M+ EBITDATHE OPPORTUNITYAcquire a dominant market leader in architectural metal construction with 40+ years of proven performance, nationwide reach, and a turnkey operation ready for immediate scale. This is a rare chance to own a debt-free, cash-flowing business positioned at the perfect time in the market cycle.THE NUMBERS THAT MATTER2024 Revenue: $9.6M2024 Adjusted EBITDA: $2M+2024 Net Income: $1.5MAssets: $3M+ ($1.7M cash, $500K inventory, modern equipment/fleet)Asking Price: $10-12MConsistent positive cash flow through all economic cyclesWHAT YOU'RE BUYINGThis company designs, fabricates, assembles, and installs extruded aluminum and roll-formed steel systems—including awnings, walkway covers, sunshade systems, ACM panels, and perforated metal walls. They've built a specialized niche with high barriers to entry and recurring revenue streams.THE Less
Cash Flow: $277,000
Grayson Co., TX
View Details 36-Year Plumbing Business with Systems, Team & Growth Upside
This is a rare opportunity to acquire a well-established plumbing service company with over 36 years of market presence serving Sherman, Denison, McKinney, and surrounding Grayson and Collin County communities. Unlike typical owner-operator trades businesses, this company operates with systems and a trained workforce in place – positioning it as a semi-absentee opportunity for the right buyer.This plumbing business provides comprehensive residential and commercial plumbing services including emergency repairs, leak detection, drain cleaning, water heater installation, fixture replacement, and maintenance services. The company has built a solid reputation through decades of quality service and maintains recurring customer relationships across a 30-40 mile service area in one of Texas's fastest-growing regions.Financial Performance:5-Year Average Revenue: $700,000+5-Year Average SDE: $300,000+ before admin replacement ($260k Less
