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Richard Gadberry
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Selling Your Business. Planting Your Future

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Three Oaks Advisory Services

Dallas, Texas

Three Oaks Advisory Services is a boutique M&A and business brokerage firm that takes a holistic approach to selling a business—setting us apart from traditional brokerage firms. We believe the most critical step in the process is ensuring that your exit strategy and expectations align with the realities of selling your business at the right price and time.

Our process begins with crafting an exit strategy tailored to your specific timing and goals, forming the foundation for a successful "go-to-market" approach. Before listing your business for sale, we conduct a comprehensive assessment to understand your unique situation and needs.

The core components of a Three Oaks assessment include:

Business Valuation
Market Analysis
Bank Prequalification
High-Level Tax Review
Buy-Out Analysis

By partnering with Three Oaks, you’ll gain a complete understanding of your business, including its most likely price, terms, and potential offers.
Services Offered
Limited Scope Business Valuations
Full Service Sell - Side Engagements
Full Service Buy - Side Engagement
Buyer Searches
Transaction Advisory Services
New Broker Training
Cooperative Broker Engagements
Consulting Services
About

Three Oaks Advisory Services is a boutique M&A and business brokerage firm bringing over 60 years of expertise in business brokerage, mergers and acquisitions, and sales leadership to deliver exceptional outcomes for our clients. We pride ourselves on providing professional, best-in-class service with a focus on high performance and a strong closing ratio.

Whether you’re looking to sell your business or purchase one, engaging Three Oaks as your trusted broker is the first step toward a successful transaction.

Expertise

Experienced in but not limited to the following services and sectors. Contact for a full list.

  • Building & Construction
  • Manufacturing
  • Service Businesses
Areas Served
Languages

English

Licensed In
Florida
FL sI3537574
Oklahoma
OK sI3537574
Affiliations
  • TABB, IBBA, AM&AA, M & A Source, NBVA
Agents
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Julia Johnston

Serving: Dallas County, TX

Three Oaks Advisory Services is a boutique M&A and business brokerage firm that takes a holistic approach to selling a business—setting us apart from traditional brokerage firms. We believe the most critical step in the process is ensuring that your...

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Erik Villa

Serving: El Paso County, TX

With 8 years of sales experience, 7 years in digital marketing, and 2 years in business brokerage, I bring a strategic and market-savvy approach to business transactions. My expertise in valuation, negotiation, and deal structuring allows me to help...

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Will Zhou

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Michael Voss

Serving: Volusia County, FL

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