You’ve built something worth protecting. We buy small businesses from owners who are ready to step back - and we run them with the same care you did.

Our Services

Oakwood Legacy services businesses and their owners through ownership transition and operations management support.

  • We’ll walk you through what a full or partial sale could look like - tailored to your timeline, financial goals, and how involved you want to remain.

  • Hire an operations manager to optimize organizational structure, improve operations, and modernize processes and tools.

Work With Us

Our Business Criteria

We consider small to medium businesses based on a holistic approach. If your business fits most of the criteria below, we appreciate and welcome the opportunity to discuss further.

  • Founder or owner seeking an extended exit plan with a partner

  • Recurring or repeat revenue

  • Consistent historical financial performance with annual growth

  • Differentiated competitive product or service offering

  • Diversified and loyal customer base

  • Asset light to medium business

  • Strong team and culture in place

  • $750K - $5M in earnings with a minimum of 10% profit margins