Get On The Path To Financial Freedom

We Help Good People Sell, Buy, and Build Great Businesses

Exiting or acquiring a business is an incredibly important decision - not just financially, but mentally and emotionally. We work with our clients as partners to help ensure a successful outcome that accomplishes their personal and professional goals.

Have you been frustrated by business advisors who:

Don't communicate with you?

Make big promises and don't deliver?

Have never been a business owner themselves?

Put their own interests ahead of yours?

Cause more problems than they solve?

Rush you into important decisions?

Lloyd Silver

At Two Oaks Advisors, we're focused on building long-term relationships that help our clients achieve the personal, professional, and financial outcomes that matter the most. 

Lloyd Silver


How We Can Help

Are you ready to embark on a rewarding journey towards financial freedom? Whether you're looking to sell a business, build value in a business, or acquire a business, we can help you achieve this exciting goal.

At Two Oaks Advisors, we believe that business ownership is a powerful path to financial independence and creating a lasting legacy. It's about realizing your dreams and aligning them with your unique vision.

Navigating the complexities of business - whether buying, building, or selling - can be challenging, time-consuming, and require a lot of energy.

Our approach is all about collaboration and tailored solutions. We work closely with you to ensure that every decision supports your financial, personal, and professional goals.

So, whether you're a business owner ready for a new chapter or an aspiring entrepreneur eager to make your mark, let's embark on this journey together. Your success is not just a goal; it's a vision in progress. How can we help with your journey today?

Business broker and clients around table
San Francisco Bay Area Business Broker

About Us

Our reach extends from coast to coast, with a primary focus on the dynamic West Coast. We specialize in assisting small and mid-market businesses, driven by a clear mission: to empower individuals to attain financial freedom through business ownership.

Our services encompass consulting, coaching, and, business brokerage. We ensure our clients receive top-tier guidance and support during their business ventures.

What sets us apart? We're not just advisors; we're seasoned entrepreneurs who have personally owned, acquired, and sold businesses. This first-hand experience equips us with a deep understanding of the challenges and opportunities inherent in business ownership, allowing us to relate to the business owner mindset and guide our clients effectively.

At Two Oaks Advisors, your success is our driving force. We're wholeheartedly committed to helping you achieve your financial, professional, and personal aspirations. With your goals at the forefront, we work diligently to provide the guidance and support you need.

Where Are You On Your Business Journey?

Sell My Business

We'll help guide you to a successful exit while bringing maximum value and fulfilling your personal and professional goals.

Buy A Business

Our buy-side services help you find the right business at the right price to help you create financial freedom.

Build Value

As a Certified Value Builder™, we'll help you create additional value in your business to maximize your exit price down the road.

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