About Two Oaks Advisors
For the Owner Selling What Took a Career to Build
Two Oaks pairs serious financial analysis with the experience of an owner who has built, bought, and sold businesses of his own — so nothing is left on the table, and your business lands with someone who deserves it.
Our Purpose
Why Two Oaks Exists
Most brokers are built around one job: find a buyer and close the deal. But what you've built deserves more than that.
What you walk away with is determined long before you go to market. Knowing what the business is genuinely worth: what drives value, what suppresses it, and why. Closing the gap between where it is and where it could be before it goes to market. Making sure the proceeds, structured the right way, fund what comes next for you and your family.
Then comes positioning: telling the full story to the buyers who will pay for what it's actually worth. Then the deal itself — structure, negotiation, due diligence, and a closing process built to protect what you've earned.
Two Oaks was built around that full arc. Having worked with buyers on hundreds of transactions, we know exactly what separates a business that commands its number from one that doesn't.
Who We Work With
- Real people, real customers, real years behind it.
- Service companies, trades, manufacturing, professional practices — with at least $1M in revenue. Substantial enough that how the deal is structured changes what you actually net.
- You're at a crossroads, not in crisis.
- Whether you're ready to sell this year or simply weighing what comes next, the question isn't whether you'll move on. It's how.
- You care who gets your business next.
- A higher offer from the wrong buyer isn't a win. What happens to your employees and customers after you leave matters to you.
- What you net matters as much as what you sell for.
- The offer price and your net proceeds are two different numbers. After taxes, after structure, the proceeds need to fund what comes next for you and your family.
Lloyd Silver, CFA
Experience That Gets You the Outcome You Deserve
Lloyd Silver is the M&A advisor behind Two Oaks. His depth of experience in finance and marketing, plus having bought and sold businesses of his own, makes him uniquely qualified to guide you through one of the most important decisions of your lifetime.
He's a CFA charterholder, one of the most demanding credentials in finance and rare in business brokerage. It carries real credibility with institutional buyers and other advisors, backed by genuine depth in valuation, risk, and deal structuring.
He spent over a decade running a marketing agency, so he knows how to position a business and tell its story to drive demand from the right buyers.
He's run his own business, bought companies, sold one of his own, and worked with hundreds of buyers directly, so he knows exactly what a buyer is evaluating before they say so.
Years advising owners on their personal finances mean he's thinking past the closing table, to whether the proceeds actually fund what comes next for you and your family. That's the difference between getting a deal done and getting you where you're actually trying to go.
Every engagement follows the same path — The Arbor Method™: five phases, from understanding your desired outcome through a successful close, and into the next phase of your life. See how it works
Our Commitments
Protected. Paid Only When We Earn It.
Protected
Your business is marketed without revealing its identity. Buyers are screened and vetted, and nothing identifying is shared until an NDA and proof of funds are in place.
Earned
Preparation work is paid only once it's delivered, and only if you value it. The larger share is a success fee, paid only when your business actually sells.
What you trust us with stays protected. What you pay us is earned, through work you value and a sale that actually closes.
Let's Start with a Conversation
No commitment. No pressure. Just clarity.
It starts with what you want — your situation today, the outcome you're after, and what it would take to get there. Whether you're ready to move forward or just weighing your options, you'll come away with a clearer sense of where you stand. A confidential conversation with Lloyd Silver, CFA. Everything we discuss stays between us.