who we are
Lion Business Advisors
Trusted. Strategic. Confidential.
Are you looking for a partner who can actually be trusted with your business, your value and your story?
When confidentiality, timing, and legacy matter more than a quick listing, it’s not just about a broker. It’s about an advisor who understands the stakes, draws on experience and tools, and behaves accordingly. That’s who we strive to be at Lion Business Advisors.
Our Story & Guiding Philosophy
Founded in Austin, Texas, Lion Business Advisors came out of one simple conviction: owners deserve more than a marketplace, they deserve a partner. We recognized that too many business brokers focused on “getting the deal done” rather than protecting value, preserving confidentiality and guiding a strategic exit.
Our mission is to provide a secure business sale process, actionable valuations, a clear strategy, and human-centered support. We combine that with rigorous analytical tools because today’s buyer markets demand both insight and discipline. In short: we help you sell your business the right way, when you’re ready, under terms you understand and with a partner you trust.
Human + AI: The Best of Both Worlds
Smart Tools, Executed by People
- – AI-enabled valuation modeling ensures your business is benchmarked, peer-grouped and ready for buyer scrutiny.
- – Secure data-handling systems keep your operations anonymous until you’re comfortable disclosing.
- – Custom analytics model buyer behavior, market timing and deal structure options.
This technology doesn’t replace human judgment—it supports it. Our advisors interpret the numbers, customize the strategy and manage the interpersonal aspects of the transaction.
Why Professionals & Owners Choose Us
Credentials & Recognition
Our team includes Certified Business Intermediaries (CBIs) and Certified Exit Planning Advisors (CEPAs). We’re active in the International Business Brokers Association (IBBA) and other respected industry groups.
Secure Process Standards
Every potential buyer executes a non-disclosure agreement, all data is stored in controlled systems, and identity remains confidential until you approve.
Media & Industry Exposure
We have been recognized in trade media, awards programs and by professional peers, establishing broad credibility.
Proven Outcomes
We’ve helped business owners in the $1M-$50M range achieve strong exits through disciplined readiness, tailored marketing and secure execution.
Request your complimentary listing consultation
Meet the Senior Advisors
Here are just a few of the professionals you’ll work with when you choose Lion:
Joshua Carnes – Principal | Senior M&A Advisor
With an engineering-turned-consulting background and decades of M&A work, Joshua founded the firm on the principle of analytics + empathy. He believes that every business has a story worth protecting, and every owner deserves a partner who respects that.
Kit Webster – Senior M&A Advisor
Based in Austin, Kit brings deep experience in service and industrial businesses, especially owner-operators making personal transitions. His calm, methodical approach helps sellers navigate emotional and financial complexities with confidence.
Van Moody – Senior M&A Advisor
Working across Texas and New York, Van specializes in regional roll-up plays and strategic acquirer matching. His network and deal-structuring expertise have helped clients secure premium valuations in competitive markets.
And many more advisors, each with credentials, deal experience and the same commitment to trust, clarity and results.
Our Core Ethical Commitments
Confidentiality First
We use secure data-rooms, buyer vetting and anonymity guards before ever revealing your identity.
Value Preservation Over Speed
We will not push you into a sub-optimal exit just to hit a number. We prioritize your goals and timeline.
Transparent Fee Practices
Our fees, process, transition roles and your team’s obligations are all laid out clearly in advance.
Continuous Education
Our advisors maintain certifications and stay current on market trends, deal structures and exit strategy innovations.
Our Reach & Domains of Expertise
We serve owner-operated businesses throughout Texas and the surrounding states, especially those in service, industrial, and trade sectors, valued between $1M and $50M. We handle confidential business sales, exit planning, valuations, buyer matching, and full-cycle M&A advisory. Whether you plan to sell in 12 months or 36 months, our process is built to fit your timeline, your business and your values.
Industries We Serve:
- – HVAC, Plumbing, Electrical, Roofing
- – Pest Control, Landscaping, Commercial Cleaning
- – Metal Fabrication, Construction, Manufacturing
- – Dental Practices, Medical Services, Staffing & Recruiting
- – And many more owner-led, founder-built businesses
Proof of Strategy, Not Just Promise
We’ve successfully guided hundreds of business owners through confidential, strategic exits. From HVAC and roofing to dental practices and staffing firms, our track record speaks for itself.
Frequently Asked Questions About Lion Business Advisors
What makes Lion Business Advisors different from other business brokers?
We combine AI-enabled valuation modeling and secure data systems with human expertise in strategy, negotiation, and deal judgment. Our advisors are Certified Business Intermediaries (CBIs) and Certified Exit Planning Advisors (CEPAs), and we prioritize confidentiality, value preservation, and transparent fee practices.
What size businesses does Lion Business Advisors work with?
We specialize in owner-operated businesses valued between $1M and $50M, with annual revenues typically ranging from $5M to $50M. We serve service, industrial, and trade sectors across Texas and surrounding states.
How does Lion Business Advisors protect confidentiality during a business sale?
Every potential buyer executes a non-disclosure agreement before receiving any information. All data is stored in secure, controlled systems, and your identity remains confidential until you approve disclosure. We use secure data-rooms, buyer vetting, and anonymity guards throughout the process.
What industries does Lion Business Advisors specialize in?
We specialize in trades and service businesses, including HVAC, plumbing, electrical, roofing, pest control, landscaping, commercial cleaning, metal fabrication, construction, dental practices, medical services, and staffing & recruiting firms.
Where does Lion Business Advisors operate?
We’re headquartered in Austin, Texas, and serve businesses throughout Texas, Oklahoma, Louisiana, Arkansas, Alabama, Kansas, and Indiana. Our advisors work across multiple states to match sellers with qualified buyers.
What credentials do Lion Business Advisors’ team members hold?
Our team includes Certified Business Intermediaries (CBIs), Certified Exit Planning Advisors (CEPAs), and members of the International Business Brokers Association (IBBA). We maintain ongoing education and certifications to stay current on market trends and deal structures.
Join Us When You’re Ready
If you are preparing to sell your business, evaluating multiple business brokers or an advisor vetting a partner, we encourage you to engage in a short conversation with us. We’ll walk you through our process, show you how we handle confidentiality and discuss whether our approach fits your goals.
Get My Secure Valuation →
Start with a confidential consultation and let’s explore what your business could command when the time is right.
Schedule a Consultation →
Talk with one of our senior advisors about your goals, timeline, and next steps.
