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M&A Sell-Side · Texas

thelegacyyouspentdecadesbuildingdeservesmorethanalisting.

Sell-side M&A advisory anchored in Texas. Randy Kinnison and Jim Mayo guide owners through confidential transitions that respect what they've built — and culminate at the right price, with the right buyer, in the right window.

Time to close

months.
Three brokers. Multiple years. Randy met Dr. Hal Carlson in May 2023. Sold by August. Read the file →
“After several years of having my practice up for sale with several brokers and having no success, I met Randy Kinnison in May of 2023. In a short time he came to me with an excellent buyer and a sale was culminated within three months. I can highly recommend Randy as your broker and as someone in whom you can have the utmost confidence.”
Hal Carlson
D.D.S. · Sold via Legacy · 2023

what gets sold here.

Founding Partners · Texas

two operators. one book.

We don't run mass listings. The deal that fits, in the window you actually have — sold to a buyer we can vouch for.

Randy Kinnison, Founding Partner
RANDY KINNISON
M&A sell-side · TABB · IBBA · TX RE

Texas Tech General Business. Lubbock Executive Association. Featured in the 2025 Bizval US SMB M&A report. Closed the dental practice three brokers couldn't.

Jim Mayo, Founding Partner
JIM MAYO
CFO · valuation · 20+ years

UT Arlington. Former Controller and CFO across Austin manufacturing. Founded CAPTEX Strategic Management in 2014. Specializes in valuation, exit strategy, deal structure.

how a transition runs.

  1. 01
    Listen

    Confidential conversation. What you've built. Where the line is between price and peace.

  2. 02
    Value

    Professional valuation. SDE, EBITDA, market comparables, buyer-side appetite. Honest range.

  3. 03
    Stage

    Books cleaned. Add-backs documented. Lease and licensing reviewed. Ready before the market sees it.

  4. 04
    Market

    Confidential outreach to qualified buyer pool. NDA gated. Owner protected. No public listing without sign-off.

  5. 05
    Close

    Negotiation, due diligence, deal structure, closing. Most transitions close in 4-8 months.

begin a confidential conversation.

Most owners explore a transition years before they engage. Early conversations cost nothing, set the value bar, and protect the asset while you decide.

CONFIDENTIAL VALUATION REQUEST

Connects to Legacy's HubSpot CRM · Never shared