What is Exit Planning?

Exit Planning is the creation and execution of a strategy allowing owners to exit their businesses on their terms and conditions. It is an established process that creates a written road map, or Exit Plan, involving the efforts of several professionals facilitated and led by an Exit Planning Advisor who ensures not only the Plan’s creation but also its timely execution.

About Oak Capital Advisors

We are an independent, fee-only, registered investment advisor firm designed to objectively provide Exit Planning advice without conflict of interest. We operate with the highest fiduciary standards and consider a long-term relationship built on trust and transparency to be our ultimate goal.

Our Valuable Team Members

BRETT K. FELLOWS

Brett K. Fellows
Founder and President