OAK CAPITAL ADVISORS

Oak Capital Advisors are focused and dedicated to advising business owners seeking to grow, expand, exit, or sell their business. We focus on providing expert market valuation services, improving performance and increasing the value of the business, and the business exit strategy, as preparation for a smooth sale or acquisition. Working with only a few clients at a time ensures that every client receives the detailed attention and excellent customer service they deserve. Our experienced, collective network of advisors are available to assist with accounting, legal, human resource, operations, and other issues or concerns.

Brokerage Services For Mid-Market Business

Seller representation

Representing the seller in a transaction is our most common Client. This allows the owner to continue to work in the business while the Advisors work for the owner outside the business.

Buyer representation

Representing a buyer is not as common as seller representation. Typically, a seller engages a professional with abundant data to advise the seller. Most buyers have limited experience in this type transaction, have limited data, and miss critical issues associated with a purchase.

Brokers Opinion of Value (BPO)

Every owner should know the value of their business. A Broker Opinion of Value supports the price at which an owner can expect to sell the business within a reasonable time frame. This service is quite common and is used when: