Board of Advisors

A network of experienced industry and M&A professionals is available to assist our clients with buying and selling a business, in key support areas, including legal, accounting, small business financing, portfolio lending,  real estate, and career planning.    Our Board of Advisors provides ongoing advice to Oak Capital Advisor principals to increase our breadth of industry knowledge and assist in developing win-win solutions for both buyer and seller.

Members of our Board of Advisors include:

Ms.  Lorena Clark. Pinnacle Leadership Consulting Managing Partner

Mr. Stephen Mariani, Diamond Financial President

Mr. William Bruce, ABI, ABBA President

Mr. Bill Spreitzer, Excellerate Solutions Senior Partner

Mr. Don Leshnock, Wakefield & Cushman Vice President

Mr. Allan Reiss, Value Creation Consulting CEO

Mr. David Bass, Arena Capital Advisors CEO

We are pleased to work with our Board of Advisors to provide excellent customer service and successful results to our clients.

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