Contact Broker
14859 Fm 38 N,
Dallas, Texas 75446
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Affiliated Broker
Richard Gadberry
About the Company
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.
Broker Biography
Introduction
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 clients lie yourself maximize their business's value.
I have the privilege of learning from Richard Gadberry, President of the Texas Association of Business Brokers (TABB), and Julia Johnston, a seasoned business intermediary with 30+ years of experience—both key leaders at Three Oaks Advisory Services. Under their mentorship, I am continually refining my skills in business sales and strategic deal-making.
- Local Market Expertise – Deep knowledge of the El Paso & West Texas business landscape.
- Proven Results – A track record of facilitating successful business transactions.
- Client-Centric Approach – Committed to integrity, discretion, and delivering value.
- Expansive Network – Strong connections with buyers, sellers, lenders, and advisors.
With my Business Management Degree from the University of Texas at El Paso (UTEP), I continue to enhance my expertise in finance, operations, and business growth strategies.
If you're considering selling your business or exploring acquisition opportunities, let’s connect—I’d love to help you achieve your goals.
Services Provided
As a Junior Business Broker at Three Oaks Advisory Services, I work alongside a team of experienced professionals to help business owners, buyers, and investors navigate the complexities of business acquisitions and sales. Our collaborative approach ensures that each transaction is handled with expertise and discretion.
- Business Valuation & Financial Analysis – Assisting in determining fair market value with insights from financial experts.
- Business Sales & Acquisitions – Supporting business owners through the entire sales process, from listing to closing, with a team of seasoned advisors.
- Market Research & Deal Sourcing – Identifying acquisition opportunities and analyzing industry trends with our market research professionals.
- Buyer & Seller Matching – Managing initial outreach, qualification, and introductions in collaboration with our network of business brokers.
- Marketing & Listing Preparation – Developing confidential business reviews and compelling listing descriptions with marketing specialists.
- Transaction Coordination – Working closely with legal, financial, and advisory professionals to facilitate smooth transactions.
- Confidential & Professional Service – Ensuring discretion and trust throughout the negotiation process as part of a trusted team.
By leveraging the expertise of our entire firm, we provide business owners and investors with strategic guidance and seamless transaction support. If you're considering selling your business or exploring acquisition opportunities, let’s connect—I’d love to discuss how our team can help you achieve your goals.
Areas Served
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.
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 clients lie yourself maximize their business's value. I have the privilege of learning from Richard Gadberry, President of the Texas Association of Business Brokers (TABB), and Julia Johnston, a seasoned business intermediary with 30+ years of experience—both key leaders at Three Oaks Advisory Services. Under their mentorship, I am continually refining my skills in business sales and strategic deal-making. - Local Market Expertise – Deep knowledge of the El Paso & West Texas business landscape. - Proven Results – A track record of facilitating successful business transactions. - Client-Centric Approach – Committed to integrity, discretion, and delivering value. - Expansive Network – Strong connections with buyers, sellers, lenders, and advisors. With my Business Management Degree from the University of Texas at El Paso (UTEP), I continue to enhance my expertise in finance, operations, and business growth strategies. If you're considering selling your business or exploring acquisition opportunities, let’s connect—I’d love to help you achieve your goals.
