About
a Lasting Legacy
About Oasis Finance:
Learn Who We Are and What We Do
About Us
At Oasis Finance, our primary focus is helping business owners successfully navigate the complex process of selling their companies. With deep expertise in Accounting, Advisory, Bookkeeping, Brokerage, and Fractional CFO services, we’re here to make sure the final chapters of your business story reflect the legacy you’ve built. From strategic planning to seamless execution, we combine financial insight with personal dedication to guide you confidently toward a successful sale.
Our Mission
Our mission is to guide business owners through the complex journey of selling their companies, providing the expertise and support needed to achieve an outcome that honors the legacy they’ve built.
Our Vision
Our vision is to become the go-to partner for business owners ready to sell, setting the standard for excellence in financial advisory and brokerage services. We strive to empower clients with clarity and confidence, creating smooth transitions and strong results.
Our Values
Faithful
We’re fully committed to your success, building relationships based on trust and reliability at every stage of the sale process.
Positive
We approach each transaction with optimism and determination, believing that every challenge is an opportunity for progress.
Passionate
Selling a business is more than a transaction—it’s a meaningful transition. Our team is driven by a genuine passion for helping clients achieve outcomes that matter.
Thoughtful
Every decision we make is guided by careful consideration, aligning our strategy with your unique goals and the values you hold dear.
OUR TEAM
At Oasis Finance, our primary focus is helping business owners successfully navigate the complex process of selling their companies. With deep expertise in Accounting, Advisory, Bookkeeping, Brokerage, and Fractional CFO services, we’re here to make sure the final chapters of your business story reflect the legacy you’ve built. From strategic planning to seamless execution, we combine financial insight with personal dedication to guide you confidently toward a successful sale.
Our Leadership:
Geoff Bruskin
With a strong background in business transformation, Geoff founded Oasis Finance to provide expert guidance in mergers, acquisitions, and business transitions. As Managing Partner, he leads Oasis Finance in delivering tailored brokerage and advisory solutions, helping clients navigate complex sales and maximize the value of their businesses. Geoff’s expertise in strategic planning and valuation drives Oasis Finance’s mission to achieve exceptional outcomes for business owners across industries.
Kerry Shepherd, EA
With extensive experience in financial management and M&A, Kerry serves as CFO of Oasis Finance, guiding businesses through financial preparation for sale and structuring transactions to maximize value. Drawing on his credit-side M&A background, he provides expert guidance on accounting, bookkeeping, and cash flow strategies. Kerry’s leadership strengthens client financials and enhances buyer appeal, ensuring smooth, profitable transitions aligned with client objectives.
Leah Roderick, M&AP
With over 16 years in financial services and an M&AP certification, Leah serves as COO of Oasis Finance, overseeing operations to ensure seamless client experiences from consultation to transaction. She specializes in mergers and acquisitions, consulting on strategic growth, operational efficiency, and succession planning. Leah’s deep expertise in business operations and growth strategies supports clients in achieving confident, successful transitions tailored to their unique goals.
Ready to Start the Process?
Reach out to learn how Oasis Finance can help you prepare, position, and sell your business with confidence. Let’s make your business’s final chapter its most rewarding one yet!
