TruView Business Advisors
TruView Business Advisors identifies itself as a Houston-headquartered business brokerage and advisory firm. Its public services include sell-side and buy-side advisory, valuations, business advisory, confidential sale processes, buyer outreach, negotiation, diligence, and closing support.
What stands out about TruView Business Advisors
TruView publicly presents a confidential brokerage and advisory model serving business owners and buyers across a broad list of industries. Its public listing page includes sold examples and asking prices, while cited pages do not establish universal engagement-size or brokerage-fee terms.[1][2][3][6][7][8][10]
What does TruView Business Advisors do?
TruView Business Advisors identifies itself as a business brokerage and advisory firm headquartered at 1801 Main Street, Suite 1300, Houston, Texas 77002, with Jason Ward identified as founder. The firm publicly offers sell-side advisory, buy-side advisory, business valuations, and business advisory services.[1][2]
Publicly stated services include sell-side and buy-side advisory, business valuations, and business advisory. The Business Advisory page also lists interim CFO/controller support, outsourced accounting, strategic planning, cost savings and revenue enhancement, process documentation, budgeting and forecasting, historical cleanup, and SBA/commercial loan document preparation.[2][3]
Owners comparing intermediaries can also review Auxo’s business broker, M&A advisor and investment bank comparison, advisor-selection guide, and M&A advisor fee guide.
Published criteria: The current official listing page displays asking prices including $29,999, $64,900, $65,000, $764,000, $850,000, $1,350,000, and $1,500,000. The sources cited for this profile do not establish a universal engagement-size criterion.[6]
What should a business owner evaluate before hiring TruView Business Advisors?
An owner evaluating TruView can clarify how its confidential sale process, valuation and preparation work, and how marketing, buyer outreach, negotiation, diligence, and closing support would apply to the proposed engagement. The public listing page shows asking-price examples, but the sources cited for this profile do not establish a universal engagement-size criterion. The cited transaction-terms page also does not publish a universal brokerage fee percentage, minimum fee, tail period, or termination schedule.
Before signing, an owner may also want to confirm the assigned team member, buyer-screening and confidentiality procedures, planned outreach, and the availability of additional completed-transaction references or details.[6][8][10]
What are the engagement fee, success-fee, minimum-fee, retainer, tail, and termination provisions
What buyer-screening and confidentiality procedures are used before releasing business information
What size transactions does TruView Business Advisors handle?
The official Businesses for Sale page identifies 30+ Year Commercial Millwork Business – Prime Growth Opportunity as Sold and displays revenue of $6,919,935 and profits of $1,649,484. It identifies HomeVestors (We Buy Ugly Houses®) Franchise Resale (Houston) as Sold at $64,900 and Dry Cleaning Plant With Real Estate as Sold at $850,000.
The page also displays current opportunities, but the cited materials do not establish closing dates, buyer identities, transaction consideration beyond displayed listing prices, financing terms, or seller names for the sold examples.[6]
TruView publicly describes a sale process involving strict confidentiality, custom strategy, marketing, co-brokering, buyer outreach, virtual data rooms, online NDAs, and digital marketing. Its public service description also covers valuation and preparation, negotiation, due diligence, and closing support.[2][8]
TruView’s official Industries page lists Alcohol Related, Automotive, Construction, Distressed Businesses, E-2 Investor Visa, Ecommerce, Education, Financial, Fitness, Healthcare, Manufacturing, Oil & Gas, Pet Services, Restaurants, Retail, Services, and Wholesale.
The firm lists Houston, Texas as its business address and states that it is expanding nationwide.[1][4][5]
What does TruView Business Advisors publicly disclose about fees and engagement terms?
The cited Businesses for Sale page identifies sold listings but does not disclose closing dates, buyer identities, transaction consideration beyond displayed listing prices, financing terms, or seller names for those sold examples.
The cited Recent Transactions page currently displays “No items found.” The cited About page does not state a firm-level securities registration number, broker-dealer registration, investment-adviser registration, or other firm-level regulatory license. The cited Business Brokerage Transaction Terms page provides a glossary of transaction terminology but does not publish a universal brokerage fee percentage, minimum fee, tail period, or termination schedule.[6][7][8][10]
The official About page describes TruView as a business brokerage and characterizes business brokerage as a largely unregulated industry. The team page identifies Jason Ward as CPA, CBI, and M&AMI, and identifies Noon Vichitra as MBA, PE, and PMP. TruView also states that it has membership in IBBA, TABB, and ABBA.
The cited About page does not state a firm-level securities registration number, broker-dealer registration, investment-adviser registration, or other firm-level regulatory license.[8][9]
TruView states that its sale process emphasizes confidentiality, custom strategy, marketing, co-brokering, buyer outreach, virtual data rooms, online NDAs, and digital marketing. The public description also identifies valuation and preparation, negotiation, due diligence, and closing support as part of its transaction-related services.[2][8]
Questions to ask before hiring TruView Business Advisors
What are the engagement fee, success-fee, minimum-fee, retainer, tail, and termination provisions?
What buyer-screening and confidentiality procedures are used before releasing business information?
Which team member will lead the engagement, and what marketing and buyer-outreach plan is contemplated?
Can TruView provide additional completed-transaction examples with closing dates, deal sizes, and buyer categories?
What transaction size, revenue, EBITDA, geography, and industry criteria determine whether TruView accepts an engagement?
Sources & research notes
- Official website / firm overview
- Services / capabilities
- Services / capabilities
- Industry / market focus
- Geography / market coverage
- Company / investment criteria
- Public disclosure information
- Structure / regulatory context
- Structure / regulatory context
- Public disclosure information
How this profile was researched
Auxo profiles are prepared from publicly available primary and authoritative sources and reviewed for entity identity, factual support and disclosure consistency. When a fact cannot be supported by the reviewed public record, the profile identifies it as something to confirm directly rather than inferring it.
Independent research profile
This profile was prepared by Auxo Capital Advisors from publicly available information believed to be reliable and is provided solely for informational and educational purposes. It is not an endorsement, recommendation, ranking, solicitation, or representation regarding the profiled firm, its services, qualifications, transaction experience, regulatory status, financial condition, or suitability for any particular person, company, transaction, or investment.
Information obtained from third-party and public sources may be incomplete, inaccurate, outdated, or subject to change, and Auxo Capital Advisors makes no representation or warranty, express or implied, as to its accuracy, completeness, or timeliness. Readers should conduct their own independent diligence and consult appropriate professional advisers before engaging any advisor, intermediary, investor, lender, acquirer, or other transaction counterparty.
Broker-dealer and securities disclosure
Auxo Capital Advisors is an affiliate of Weild & Co., Member FINRA | SIPC. Securities-related activities and securities transactions are conducted through Weild & Co.
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Inclusion of a third-party firm in this directory does not imply affiliation with, sponsorship by, endorsement by, or any other relationship with Auxo Capital Advisors or Weild & Co. unless expressly stated otherwise.