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Jason Ward
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Award-Winning Texas Business Broker Specializing in Businesses with $3M–$50M in Annual Sales

Memberships The TABB Certified Business Broker certification distinguishes its holder as a seasoned professional who has a solid educational background, proven accomplishments in completing deals, and an active membership in the TABB.
Memberships The TABB Certified Business Broker certification distinguishes its holder as a seasoned professional who has a solid educational background, proven accomplishments in completing deals, and an active membership in the TABB.
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TruView Business Advisors

www.truviewbusiness.com

Houston, Texas

TruView Business Advisors is a boutique business brokerage and advisory firm based in Houston, Texas, specializing in the confidential sale of Main Street and lower middle market businesses with annual revenues between $3 million and $50 million. We focus on delivering accurate, data-driven valuations and guiding business owners through successful, discreet exits.

Selling your business is one of the most significant financial decisions you'll ever make. You only get one opportunity to do it right—partnering with an experienced and professional M&A advisor can make all the difference. At TruView Business Advisors, our reputation for excellence is reflected in our industry recognition, including the Better Business Bureau Awards for Excellence – Pinnacle Winner (2023) and Winner of Distinction (2021, 2022, 2024); the M&A Source Executive Club Award (2022, 2023, 2024); and the IBBA Dealmaker and Chairman’s Circle Awards (2022, 2023, 2024).

Our process begins with a comprehensive business valuation conducted by a CPA, Certified Business Intermediary (CBI), and Merger & Acquisition Master Intermediary (M&AMI). We help structure deals and asking prices in a way that maximizes the seller’s after-tax cash proceeds while reflecting the true market value of the business. From valuation through closing, we maintain strict confidentiality while managing the complexities of the transaction with professionalism and care.

TruView Business Advisors is more than just one advisor—it’s a collaborative team of specialists, including CPAs, attorneys, valuators, lenders, and marketing professionals. Each engagement is supported by a hand-selected team tailored to the specific needs of the client and the business.

We invite you to hear directly from our clients—check out our Google Reviews to see the difference TruView delivers.

Let TruView Business Advisors be your trusted partner in achieving a successful, strategic exit.
Services Offered
You’ve invested years building a successful business—a lasting legacy of your vision, hard work, and leadership. When the time comes to exit, whether now or in the future, we help you plan strategically to maximize your after-tax cash proceeds. We start with a no-obligation opinion of value and a comprehensive evaluation to prepare your business for sale.

Selling your business is one of the most critical decisions you’ll ever make. It’s a multifaceted process influenced by countless variables, an unpredictable economy, fierce competition, and increasingly sophisticated buyers. Without expert guidance, you're left exposed to risk and missed opportunity.

At TruView Business Advisors, we bridge the gap between buyers and sellers, guiding you through a confidential, proven process designed to maximize your outcome while protecting your legacy.

Our services include:
• No Cost Opinion of Value: Gain a clear, unbiased estimate of your business's worth at no charge.
• Expert Packaging & Marketing: We craft compelling, professional marketing materials to attract qualified buyers.
• Extensive Buyer Network: We tap into a vast database of ready, willing, and able buyers, eliminating "tire kickers."
• Proven Track Record: A successful track record in helping owners exit on favorable terms.
• Creative Deal Structuring: Innovative approaches to negotiations that meet the needs of both parties.
• Personalized Service: Personal, high-touch guidance through every phase of the transaction.
• Professional Network: Collaboration with top attorneys, bankers, and CPAs experienced in M&A
• Strict Confidentiality: Protecting your sensitive business information from employees, customers, and competitors.

As a CPA and full-time M&A Advisor, I bring over 25 years of financial and operational experience across industries. My goal is simple: to help business owners exit confidently, profitably, and with peace of mind.
About

With over 25 years of business and financial experience across industries—including public accounting, manufacturing, distribution, construction, retail, e-commerce, education, and energy—Jason Ward brings a strategic and practical perspective to business sales.

As a former CFO, Controller, Auditor, and Consultant, Jason has participated in numerous mergers and acquisitions from the inside. This firsthand experience gives him a deep understanding of what buyers look for—and how to position businesses for successful exits.

Today, as the founder of TruView Business Advisors, Jason applies the same high-level practices used in large corporate transactions to Main Street and lower middle market businesses. He is a CPA, Certified Business Intermediary (CBI), and Mergers & Acquisition Master Intermediary (M&AMI). Jason holds a Bachelor of Science in Accounting from the University of Connecticut and a Master of Science in Accounting and a separate Master of Science in Taxation from the University of Hartford. He remains actively involved in professional organizations, including the IBBA, M&A Source, and TABB.

Jason has called Houston home since 2006. When he’s not closing deals, he’s often traveling or enjoying time at the beach with his dogs.

Jason Ward | (713) 714-7516 | jason@truviewbusiness.com | www.TruViewBusiness.com

Expertise

Experienced in but not limited to the following services and sectors. Contact for a full list.

  • Manufacturing
  • Service Businesses
  • Pet Services
  • Real Estate Sales
  • Virtual Consultation
  • Valuation Services
Areas Served
Languages

English

Thai

Links
Licensed In
Texas
TREC Sales Agent #745136
Affiliations
  • Certified Public Accountant (CPA), State of Texas International Business Brokers Association (IBBA): Certified Business Intermediary (CBI) M&A Source: Mergers & Acquisition Master Intermediary (M&AMI), Certified M&A Professional (CM&AP) Texas Association of Business Brokers (TABB): Member Better Business Bureau (BBB): www.bbb.org/us/tx/houston/profile/business-brokers/truview-llc-0915-90059724/#sealclick
Agents
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Noon Vichitra

Serving: Harris County, TX

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Ria Cerillo

Serving: Harris County, TX

TruView Business Advisors is a boutique business brokerage and advisory firm based in Houston, Texas, specializing in the confidential sale of Main Street and lower middle market businesses with annual revenues between $3 million and $50 million. We...

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