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FP Transitions & Oak Street Funding - Building Your M&A Team in the Current Financial Landscape

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ConsultingEnd-to-end solutions for transforming businesses of sustainable value. M&ALaying the groundwork for a smooth transition of ownership whether buying, selling, or sharing equity within your firm. Succession PlanningMasterfully designing and implementing multigenerational teams. ValuationDelivers a baseline understanding of firm value, highlighting multiple levers for protecting, growing, and transitioning.
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25+ Years
in Service

15,000+ Advisory Businesses Served

100+ M&A
Transactions Annually

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60+ Professionals
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16,000+ Advisory Businesses Served

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