Our Mission

Our mission is streamlining the selling process.  The decision to sell a business is one of the most important ones an owner will ever make.  Oak Capital Advisors LLC’s mission focuses on serving as your business intermediary in the successful sale and acquisition of privately-held small to mid-market businesses.  We help secure the best structure and market your business to the right buyer with special attention to valuation, financing, confidentiality, integrity, and successful negotiations that create a win-win.

What We Offer

As Oak Capital Advisor Principals we are focused and dedicated to advising business owners seeking to grow, expand, exit, or sell their business.  Our focus is 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 will be available to assist with accounting, legal, human resource, operations, and other issues or concerns.

Our Clients

While we work in many industries, we most often represent profitable privately-held mid-market businesses in manufacturing, industrial services, and food and beverage industries. These companies probably have gross revenues of $500,000 to over $5 Million and valuation of $250,000 to $3+ Million.

Our clients desire to either sell or purchase a business, or improve the position of their company prior to the transaction. We are dedicated to making your selling or purchasing process pleasant and successful. Please contact us to schedule your no-cost consultation.