Transition Advisors, Inc. is structured to provide professional full service merger & acquisition services to privately held “middle market” companies that either desire to sell or transfer ownership or that wish to grow through acquisition. Typical clients engage TAI to provide one-stop resources that can assist a client from conception to closing. Services include consultation, valuation, exit planning, deal structuring, financial analysis, preparation of marketing material, confidential marketing, national & international acquisition searches, negotiation, and due diligence / closing support. TAI has a professional staff to assit clients in all aspects of mergers & acquisitions. Business Exchange Specialists, LLC, is a sister company to Transition Advisors, provides similar services but to smaller, “main street” businesses.

Phone: (405) 604-9527  Fax: (866) 272-8487

President, Transition Advisors, Inc.
Managing Director, Business Exchange Specialists, LLC
Over a decade of transaction experience in most industry sectors, with over 100 transactions completed.

Experienced in a diverse array of industry including manufacturing, energy, health/medical, personnel staffing, service, and more.

Typically central United States including Oklahoma and surrounding states for sell-side clients, and national for buy-side clients.

Acquisition searches, business valuations.