Bee Oak Partners LLC

Bee Oak Partners is a strategic advisory firm. We synthesize exit planning with business valuation and facilitation to help owners build transferable, ''best-in-class'' value. We work with owners to identify and strengthen key value drivers—such as profitability, systems, management depth, and risk reduction—so the business becomes more profitable AND more attractive to buyers and investors.

Exit Planning is a practical process that improves the business today while preparing it for a successful transition later. At Bee Oak, we guide owners through a structured approach that helps transform the business into an asset that is less risky, more scalable, and more valuable to buyers.

Our deep experience with leadership team facilitation brings owners and key stakeholders together around a shared vision, clear priorities, and measurable goals. Using the proven framework of owner engagement, structured team workshops, and creative and engaging graphic facilitation, we help teams align their strategy, operations, and incentives around the owner’s priorities.

Bee Oak Partners is a purpose-driven organization of professionals committed to a balanced, productive, and successful life for our clients. We bring a diverse, integrated, and holistic set of skills and insights to each opportunity and challenge. We offer integrity in our approach and value in the results. We lead with our hearts and solve through collaboration.

Most importantly: we listen to and act on your goals, always placing your vision first. Reach out to us today for a free consultation.

• Brian Roeder
  Founder
  135 Franklin St.

  Suite #9

  Monterey, CA 93940
  Phone: (831) 293-3579
  Send an Email