Every business
has a story.
Let us help you
close yours.
Every business has a story.
Let us help you close yours.

Solutions for Businesses
on a Path to Sale

Your business has reached a pivotal moment.

At Oasis Finance, we help you confidently close this chapter
and move on to the next.

Why Oasis?

We understand that selling a business is more than just a transaction—it’s a milestone. 

Our team brings together accounting precision, strategic advisory, and expert brokerage services to guide you through the process and ensure your business is positioned for a successful sale.

Our Services

Business Brokerage

Selling your business is a major step. We’ll handle the complexities and connect you with the right buyers, ensuring your business gets the deal it deserves.

Accounting & Bookkeeping

We provide ongoing bookkeeping services and financial cleanups to keep your business on track. Our team works behind the scenes to ensure your financials are accurate and ready for the scrutiny of a sale.

Fractional CFO Services

Whether you’re positioning for a sale or simply want to strengthen your financial foundation, we’ll help you prepare for the future with clear financial projections and strategic planning.

Consulting & Advisory

Shape your destiny with informed choices. We guide you through preparing for sale, exploring succession options, and building a future on your terms.

Our Approach

We believe the greatest impact comes from building strong relationships and delivering meaningful solutions.

From our first conversation to the final signature, our approach goes beyond the numbers—we’re committed to you and the unique journey of your business.

Discovery & Understanding

We begin with a comprehensive consultation to understand your business, goals, and vision. This deep dive ensures that every recommendation is aligned with your objectives and tailored to your unique story.

Strategic Preparation

Our team evaluates financials, explores succession or sale options, and optimizes operations. This step prepares your business for the best possible outcome and positions it as a strong prospect in the marketplace.

Finding the Right Fit

We leverage our network and expertise to connect you with buyers or successors who align with your vision. Our goal is not just to find any buyer but the right buyer, someone who values your legacy.

Seamless Transition

From negotiations to the final signature, we manage the details to ensure a smooth and efficient transition. Our team remains dedicated to supporting you throughout the process, so you can move forward with clarity and confidence.

Frequently Asked Questions

We specialize in businesses across various industries with an enterprise value between $1 million and $100 million. Our clients are typically preparing for a sale, succession, or major transition.

Oasis Finance combines financial expertise with strategic brokerage services. Our approach is holistic, guiding you from initial evaluation to final transition, with a focus on maximizing value and aligning with your goals.

Our team conducts a thorough analysis of your financials, market position, and growth potential. We then apply proven valuation methods to give you a clear, realistic picture of your business’s value.

The process generally includes an initial evaluation, preparing financials, identifying and approaching potential buyers, negotiating terms, and facilitating a smooth transition. We handle each step, providing guidance and support along the way.

Yes, we assist in planning for both internal and external transitions, including family successions. We work with you to design a succession strategy that aligns with your goals and prepares your business for continued success.

While every business is different, most sales take between 6 to 12 months. Factors such as market conditions, business size, and buyer interest can impact this timeline, and we’ll work closely with you to keep the process on track.

Our fees vary based on the services required and the complexity of the engagement. We discuss all costs upfront, so you have a clear understanding of what to expect before we begin.

Ready for What’s Next?

Contact us today to see how Oasis Finance can help you prepare for the transition ahead.