Helping Business Owners Navigate One of Life's Biggest Decisions

Selling a business is often one of the most significant financial and personal decisions an owner will ever make.

Years of hard work, sacrifice, and dedication are invested in building a successful company. When the time comes to transition, owners deserve thoughtful guidance, clear communication, and a process designed to protect what they have built.

BlackOak Business Advisors was founded to help business owners prepare for and execute successful exits with confidence.

Our Philosophy

We believe that a successful transaction begins long before a business is listed for sale.

The strongest outcomes are often achieved when owners understand the factors that drive value, prepare their businesses for transition, and approach the process with a clear strategy.

Our focus is on helping owners make informed decisions, maximize opportunities, and navigate the complexities of a business sale with professionalism and discretion.

Who We Work With

We work with owners of privately held businesses who are:

  • Considering a future sale or transition

  • Looking to understand and improve business value

  • Planning for retirement or a new chapter

  • Seeking professional guidance through the sale process

Whether an owner is preparing to sell now or planning years ahead, our goal is to provide practical advice and a structured path forward.

Our Commitment

Every business owner has a unique story, set of goals, and vision for the future.

Our commitment is to provide honest guidance, maintain strict confidentiality, and help owners navigate the process with clarity and confidence.

We measure success not only by completed transactions, but by helping owners achieve outcomes that support their personal and financial objectives.

Let's Start The Conversation

If you're considering a future transition, exploring the value of your business, or preparing for an eventual sale, we'd welcome the opportunity to learn more about your goals.

About Us

Schedule Your Free Confidential Consultation

Simon is a highly decorated veteran of the industry, having won multiple awards including:

  • Business Brokers of Florida ‘Million Dollar Plus Award’

  • International Business Brokers Association ‘Outstanding Producer Award’

  • International Business Brokers Association 'Platinum Chairman's Circle Award'


Credentials That Matter

In an unregulated industry, credentials are the only way to verify true expertise. Simon holds a combination of designations that bridge the gap between Exit Strategy, Deal Mechanics, and Financial Analysis.

  • Master Certified Business Intermediary (MCBI): One of the highest distinctions in the industry, held by fewer than 100 professionals worldwide. It signifies a mastery of the complexities of business transfers.

  • Certified Business Intermediary (CBI): The gold standard for business brokerage professionalism.

  • Certified Mergers & Acquisitions Professional (CM&AP): Advanced expertise in middle-market transactions.

  • Certified Exit Planning Advisor (CEPA): The leading credential for aligning business, personal, and financial goals for a successful transition.

  • Financial Modeling & Valuation Analyst (FMVA): Expert-level capability in building the financial models that prove your business's value to banks and buyers.

  • Financial Planning & Wealth Management Professional (FPWMP): Specialized knowledge in how a business exit fits into a broader life wealth strategy.

  • Fintech Industry Professional (FTIP): Leveraging modern financial technology to streamline and professionalize operations.

Meet The Founder

Simon Harrison, MCBI, CEPA, CM&AP, FMVA Founder & Principal Advisor

Simon founded BlackOak Business Advisors with a singular mission: to stop business owners from leaving money on the table due to a lack of preparation.

With over ten years of experience in the high-stakes world of business brokerage, Simon has been involved in deals across a wide range of industries. Prior to his brokerage career, he spent several years in Senior Management Consulting roles and was a self-employed business owner himself. This unique background allows him to look at a company through the lens of an operator, a consultant, and a dealmaker.

He has seen firsthand why some businesses sell for record-breaking prices while others, often with similar revenue, fail to sell at all. He realized that by the time an owner calls a broker, it is often too late to fix the structural issues that kill deals. Today, he uses his award-winning experience to solve this problem "upstream," partnering with owners months or years before their exit to turn their operations into high-performance assets.

Blackoak Business Advisors

simon@blackoakadvisors.com

(407) 989-6893

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