An independent look at what your business really earns, so buyers, sellers and lenders can agree on the number. Before you go to market, or when you are buying a company.
Senior finance leadership, part time, for as long as you need it. Any time. While you grow, before a sale, or between deals.
Hands-on help after the deal closes, so the numbers settle and the new owner starts on solid footing. From signing through the first year of ownership.
Tell us about your situation.
Request a quoteOakStern is a transaction advisory firm grounded in deep deal experience and a practical understanding of business. Our leadership team brings extensive transaction services expertise, shaped by careers at nationally recognized accounting firms and more than a decade of working together.
We work with business owners, investors, and their advisors to navigate complex capital events and important financial decisions. Our expertise spans quality of earnings, post-merger integration, and fractional CFO services, providing transaction support and ongoing financial leadership tailored to each client’s needs.
An excellent firm is only ever a collection of excellent individuals. We hire exceptional people, expect the best of each of them, and put a senior practitioner in charge of every engagement.
We do the right thing quietly, whether or not anyone is watching, and we treat everyone at the table with respect. Straight answers, numbers that tie, and diligence that holds up on both sides of a deal.
Humility is knowing exactly who we are, neither more nor less. We don’t pretend to be bigger than we are or settle for less than our best, and we let the work speak louder than the pitch.
The numbers are only part of the story. Behind every set of financials is a business someone built, people who depend on it, and years of work behind the outcome. We keep the whole picture in view, not the numbers alone.
