Steve Merritt, CPA, MCBI, CM&AP, M&AMI

Steve Merritt, President at Transworld Business Advisors of South and West Texas, New Mexico and Wyoming, brings over 30 years of unparalleled expertise in finance and business development. With experience spanning diverse industries, including transportation, oilfield services, and fast food, Steve’s strategic insights are unmatched. A Certified Public Accountant and a seasoned M&A professional, he has a proven track record of managing investment portfolios exceeding $200M and successfully building businesses from the ground up. Steve’s unique blend of corporate and entrepreneurial experience makes him the go-to expert for business acquisitions and sales. Steve is the former Director of Finance for a large publicly-traded company where he managed the investment portfolio with a collective valuation in excess of $200M. Within that role, he was a board member and advisor to many of the portfolio companies, creating deals that promoted growth and innovation. His extensive experience as an owner/operator of a multi-unit nationally recognized fast-food franchise brings a unique perspective that will help his clients achieve their business objectives. Steve’s exposure in building a business from the ground up brings a beneficial perspective to his clients. He is versed in finding solutions to challenges that were not otherwise visible to others. Steve is a Certified Public Accountant with a BBA from the Rawls College of Business at Texas Tech University. He holds designations of Certified M&A Professional, Certified Business Intermediary and is a licensed real estate professional in Texas. Steve is a native Texan and lives in Houston with his wife of 20 years, and two teenage daughters. His hobbies include watching sports, boating, wake surfing, and spending time with family and friends.
CBI
Veteran
IBBA
President's Club
M&AMI
CMAP
M&A Source

My Listings

Manufacturing

Established Niche Manufacturer with 40-Year Brand and 30%+ Margin

Location: Harris County, Texas
Asking Price: $1,595,727
Down Payment: $1,595,727
Sellers Discretionary Earnings: $198,000
Medical Related Biz

Premier Houston Wellness & IV Therapy Spa - Recurring Memberships

Location: Harris County, Texas
Asking Price: $1,100,000
Down Payment: --
Sellers Discretionary Earnings: $294,814
Automotive, Electronics/Computer

Turnkey IT Repair & Asset Mgt Company – Recurring Contracts

Location: Fort Bend County, Texas
Asking Price: $975,263
Down Payment: $975,263
Sellers Discretionary Earnings: $266,741
Restaurants

Own One of America’s Fastest-Growing Dessert Franchises

Location: Mississippi
Asking Price: $772,000
Down Payment: $772,000
Sellers Discretionary Earnings: $234,735

Well Established Sign and Graphic Franchise

Total Investment: $200,000 - $215,000
Cash Investment: $60,000

World's Leading Promotional Products and Advertising Franchise

Total Investment: $90,000-$100,000
Cash Investment: $90,000

World's Leading Business Brokerage Franchise

Total Investment: $85,000
Cash Investment: $85,000

Coworking Franchise Opportunity

Total Investment: $360,000-$3,600,000
Cash Investment: $250,000

Wellness Focused Membership Model Grooming Franchise

Total Investment: $318,000 - $499,000
Cash Investment: $150,000

Franchise Focused on the Restoration and Repair of Leather, Plastic and Vinyl

Total Investment: $100,595 - $120,595
Cash Investment: $15,000

National Recruiting Firm

Total Investment: $75,000 - $100,000
Cash Investment: $40,000

Growing Charcuterie Business

Total Investment: $200,000-$215,000
Cash Investment: $50,000

Bookkeeping Business Solutions Franchise

Total Investment: $33,842-$69,342
Cash Investment: $29,995

Authentic Mediterranean Grill Franchise Opportunity

Total Investment: $600,000 - $850,000
Cash Investment: $250,000

Established Quick Service Italian Restaurant Franchise

Total Investment: $322,043 - $452,807
Cash Investment: $150,000

Fastest Growing Business Coaching Franchise

Total Investment: $60,000
Cash Investment: $60,000

Membership Model Coworking Franchise

Total Investment: $390,000 - $1,200,000
Cash Investment: $200,000

B2B Coworking and Business Services Franchise

Total Investment: $850,848 - $1,795,965
Cash Investment: $300,000

Market-Leading Window Tint Franchise

Total Investment: $175,000 - $250,000
Cash Investment: $150,000

Ready For What Comes Next on Your Entrepreneurial Journey?

Ready For What Comes Next on Your Entrepreneurial Journey?