Clean financials
Books a buyer can trust on the first pass. Clear margins, clean add-backs, no surprises in diligence.
Exit readiness & M&A advisory · Dallas, DFW, and across Texas
Most owners find out too late that their business is not ready to sell for what they think it is worth.
Messy financials, one customer who is half the revenue, a company that cannot run without you. Those are the things that quietly cap your price. I help Texas business owners close that gap, then take a real process to market.
Two years out
Build readiness and drive the multiple up before you ever talk to a buyer.
Ready today
Go to market with a disciplined process and real competition for your business.
Every conversation is confidential. No pressure, no obligation.
The gap I close
Your numbers should tell a buyer why to pay a premium, not give them reasons to discount.
Value is the story, the numbers, and the process working together. When one of those is weak, the offer comes in low or the deal falls apart in diligence. Here is where I spend my time.
Less owner dependence
A business that keeps running when you step back. That is the difference between a salary and an asset.
Customer concentration
If one client is half your revenue, a buyer sees risk. We spread it out and tell the growth story straight.
Systems and process
Documented operations and a tight data room. Buyers pay more for a company they can take over cleanly.
Two doors
Where are you right now?
Both paths end the same way: a clean exit at a number that reflects what you actually built. They just start in different places.
Two years away
You are not selling tomorrow, but you know it is coming. This is the most valuable time you have, and most owners waste it.
- A readiness assessment that finds what will cost you at the table
- A plan to clean up financials and reduce owner dependence
- Work to lift margins and de-risk customer concentration
- A growth story buyers believe, backed by numbers that hold up
- You arrive at market with leverage instead of regret
Ready now
You are ready to go. The mistake here is selling to the first buyer who calls instead of running a process that creates competition.
- Positioning and a story built to earn a premium
- A targeted buyer list: strategic, private equity, and family office
- A disciplined process that creates real competitive tension
- Information controlled and released on your terms
- Negotiation and diligence run to protect your downside through close
Insights
Straight talk on selling a business in Texas.
New videos on valuation, readiness, and what actually happens in a deal. No theory, just what I see work.
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Who I am
I am Nic Barbagallo. I have been on both sides of the table.
I spent fifteen years in corporate sales before moving into M&A advisory and accounting. That background matters more than it sounds. Selling a company is a sales process at the highest stakes there is, and the deals that win are the ones with a clean story and numbers that back it up.
Today I work as an Advisor and Originating Broker with Optima Mergers & Acquisitions, a Dallas middle-market investment bank led by Managing Director B. Lane Carrick, and I co-founded Thryve Accounting & Advisory with my wife Rhiannon. That pairing is the point. Thryve gets your financials ready, Optima executes the deal, and I am the advisor who connects the two so nothing falls through the cracks.
Optima has earned recognition on Axial's Top Industrials lists, a marker of the kind of process and outcomes the firm delivers. I bring that bench to Texas owners, with a focus on Dallas, DFW, and North Texas.
Let us talkHow I deliver
One advisor, two firms behind every deal.
I am the platform and the relationship. The execution runs through two firms I am part of. That is how you get senior attention without giving up institutional muscle.
Deal execution
Optima Mergers & Acquisitions is a Dallas middle-market investment bank specializing in founder-led exits. When it is time to go to market, the process, the buyer outreach, and the negotiation run through Optima.
Visit theoptimateam.comFinancial readiness
Thryve Accounting & Advisory handles the financial side of getting ready: clean books, clear reporting, and the numbers that let a buyer trust the story. This is where most of the value gets protected before a deal even starts.
Visit thryvetogether.comI complement these firms, I do not compete with them. Your work is always handled by the right team.
Start here
Three ways to begin. Start with a call.
Best first step
Book a confidential call
Thirty minutes, no cost, no pitch. Tell me where you are and I will tell you straight what I see.
Prefer to write first?
Send a confidential inquiry
Tell me where you are in the process. This goes straight to me and stays private.
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