About
James E. Montgomery, Jr., A Professional Corporation is a San Antonio, Texas business law firm founded in 1978. The firm concentrates on mergers and acquisitions and comprehensive business planning for owners who are buying or selling companies or preparing for succession. Drawing on experience as a business owner, former banker, and business attorney, the practice has participated in more than $200 million in transactions in the past six years.
Services include buy-side and sell-side representation, due diligence, deal structuring, and post-transaction planning. The firm designs exit strategies tailored to goals such as an outright sale, family succession, or an employee stock ownership plan (ESOP). Ongoing consulting reviews tax returns, financial statements, and insurance coverage to manage risk, reduce liability, and strengthen valuation.
The practice emphasizes entity structuring and asset protection to limit exposure, improve tax efficiency, and support profitability and access to capital. Clients engage the firm to assess business readiness, identify value drivers, and prepare documentation to help achieve favorable price and terms. Based in San Antonio, the firm serves clients locally and across Texas.