Value Proposition

Ensuring Your Legacy

If you are considering selling your business, you are probably concerned about financial and tax ramifications, the future of your employees, and even your company’s legacy. Council Oak Investors has a long-term ownership philosophy and the flexibility to meet your succession needs.

If you are a buyer's representative, you are probably concerned about obtaining a high quality, responsive buyer for your client. Council Oak's principal will always respond to seller's inquiries within 24 hours, and has the capacity to quickly close any transaction up to $25MM.

Adding Value

Council Oak seeks opportunities to improve operations and profitability of acquisition candidates through active daily management.

Stanford University research indicates that on average, investment companies similar to Council Oak in terms of structure, management education and experience have historically outperformed market averages. While Council Oak makes no representation regarding future performance, brokers and sellers tend to be attracted to working with Council Oak because similar transactions in the past have been highly successful.

If you have questions about whether your business might meet our acquisition criteria, please ask us.

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