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Maximizing

Privately

Held

Business

Valuations

​

What we do

Oakmont Strategy Advisors ("OSA") provides strategic CEO consulting and fractional CFO services to privately held companies.  We are passionate about helping business owners grow, position, and prepare themselves for an eventual sale, partial divestment, acquisition or recapitalization.

Why we do it

Business owners and entrepreneurs who are fortunate to get to the point of selling a business, often have little to no experience in these transactions.  The acquirer frequently outmatches them in financial acumen, preparation, and transactional sophistication. Further, existing staff may not be adequately experienced in the complexities, logistics, and expectations of such a transaction. Consequently, owners are not able to extract optimal value from their sale or divestment.  OSA provides a cost effective means of leveling the playing field to ensure that existing ownership maximizes the value of their largest asset.

Services

  • CEO Strategy & Consulting

  • Fractional CFO Services

  • Exit Planning

  • Turnaround & Special Situations

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