Effective Risk Management for Long-Term Success
Effective Risk Management for Long-Term Success Every business faces risks—whether they’re financial, operational, strategic, or external. The difference between thriving
Welcome to Three Oaks Advisory Services
Selling your Business. Planting Your Future.
Three Oaks Advisory Services is a boutique business brokerage and M&A firm dedicated to helping small-to-medium-sized businesses and lower middle-market enterprises navigate the complexities of buying, selling, and transitioning ownership.
Specialized Knowledge
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Data-Driven Insights
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Custom Solutions
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About Us
Three Oaks Advisory Services
Three Oaks Advisory Services is a boutique business brokerage and M&A firm dedicated to helping small-to-medium-sized businesses and lower middle-market enterprises navigate the complexities of buying, selling, and transitioning ownership. With more than 60 years of combined intermediary experience, sales leadership and executive leadership experience, we are committed to serving as trusted advisors, combining our expertise with a deep understanding of the unique challenges and opportunities for our clients. We partner with business owners, entrepreneurs, and investors to create value-driven outcomes that align with their goals. Three Oaks is affiliated and heavily involved with TABB – Texas Association of Business Brokers (CEO Richard Gadberry is the current TABB State President), the IBBA – International Business Brokers Association as well as the I-CBC – Institute of Certified Business Counselors.
Tailored Solutions for Your Success
What We Do
Business Sales
Guiding owners through the sale of their businesses, from valuation and preparation to marketing and negotiation, ensuring optimal results.
Acquisition Advisory
Assisting buyers in identifying, evaluating, and acquiring businesses that align with their strategic and financial goals.
Our Mission
Request Your Customized Consultation Now.
At Three Oaks, our mission is simple: Selling your business. Planting your future.
We are dedicated to guiding business owners through the process of selling their business while helping them envision and prepare for the next chapter. Whether that be ensuring a legacy or building a foundation for the future, we are dedicated to creating a unique process for you.
Client-Centered Approach
Your goals are at the heart of everything we do.
Market Insight
We combine industry expertise with local market knowledge to deliver tailored solutions.
Confidentiality
Protecting your business's reputation and sensitive information is our top priority.
Proven Results
Our track record speaks to our ability to achieve successful outcomes for our clients.
Why Choose Us
Why Choose Three Oaks Advisory Services
At Three Oaks Advisory Services, we pride ourselves on delivering exceptional value to our clients through expertise, integrity, and personalized attention.
Testimonial
What Our Clients Say
A Testimonial is effectively a review or recommendation from a client, letting other people know how our services benefitted them.
Three Oaks Advisory Services helped us identify opportunities we never knew existed. Their strategic insights and practical recommendations have transformed how we operate. Our revenue has grown significantly.
The team at Three Oaks made me feel like their only client. Their attention to detail, commitment to my goals, and clear guidance helped me achieve financial stability and confidence in my personal planning.
"We’ve worked with many advisors, but none compare to Three Oaks. Their depth of knowledge, professionalism, and ability to address our challenges have been unmatched. They are a true partner in our growth.
FAQ
Frequently Asked Questions
At Three Oaks Advisory Services, we understand that navigating your business or personal needs can raise important questions. Our FAQ section provides clear and concise answers to the most common inquiries, helping you make informed decisions with confidence.
What types of clients do you work with?
We work with a diverse range of clients, including small businesses, growing enterprises, and individuals. Whether you’re looking for strategic business advice, financial planning, or operational support, we’re here to help.
What industries do you specialize in?
Our team has experience across various industries, including finance, technology, healthcare, logistics, and retail. We tailor our services to meet the unique challenges of your specific sector.
How are your services priced?
Our pricing is customized based on the scope and complexity of your needs. After an initial consultation, we’ll provide a detailed proposal outlining our services and associated costs.
What is your process for working with clients?
We begin with a discovery meeting to understand your goals, challenges, and expectations. From there, we develop a tailored plan, provide regular updates, and work collaboratively to achieve measurable results.
Blog & Articles
Read Our Latest News
Unlocking Growth Opportunities in Competitive Markets
Unlocking Growth Opportunities in Competitive Markets Thriving in a competitive market isn’t just about surviving—it’s about finding new ways to
Strategic Planning Made Simple: A Step-by-Step Guide
Strategic Planning Made Simple: A Step-by-Step Guide In today’s fast-paced business world, having a solid strategic plan isn’t just a