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Sell a business

Selling a business is a full-time job.  We are affiliated with TABB – Texas Association of Business Brokers as well as the IBBA – International Business Brokers Association as well as the I-CBC – Institute of Certified Business Counselors.  As our client, we utilize these networks to market to the broadest and most qualified potential buyers for your specific business.  Getting your business ready to sell is our forte.

Acquire a business

Buying a business can be even more complex than selling one! We want to simplify the process for you. Working with Three Oaks, we’ll help you identify, qualify and valuate business for sell based on your goals and needs. We’ll help you acquire financing for the purchase through our vast network as well as negotiate favorable terms of sale. Through our nation-wide networks and business associations, we offer a wide range of business opportunities and finding the one right for you is our specialty!
Acquire a business

Business Valuation

An accurate, independent third-party valuation or appraisal is one of the most important services we provide. It is crucial if you’re selling a business, transferring a business, planning for retirement, applying for financing as well as a wide range of other financial scenarios. We perform all valuations in compliance with the Business Appraisal Standards of the Institute of Business Appraisers. Compliance with industry starts ensures that opinions of value are defendable.

Different situations call for different types of business valuation services

Broker’s Opinion of Value

A report that is comprehensive in nature for determining the market price of a business.  This is necessary for buying, selling or transferring a business.  These are tailored for smaller companies that do not need a certified valuation but still want an accurate and reliable account of their business.  This report provides a pointed and easy to understand summary.

Certified Valuation Report

This report must be prepared by a certified appraiser and is designed for more complex business acquisitions and divestitures, IRS Submissions, partner disputes and bank loans.  Summary reports can be easily read by non-financial professionals who need to quickly understand the valuation of a company.

Business Consulting

Not quite ready to sell but want to explore how to scale your business? At Three Oaks, we can provide you with expert counsel blending our professional knowledge, real-world experiences and strategic alliances to help you navigate through your business challenges. 

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