Trusted experience for the right decisions.
Live Oak Advisors helps middle market companies find effective, practical solutions to financial problems or challenges of growth.

We partner with executives, private equity sponsors, investment bankers and other intermediaries to find practical solutions to pressing issues throughout the M&A investment life cycle. We bring experienced CFO advisory services to companies that are managing change or need temporary support for their existing team. We specialize in the services described in the categories below:



  • Interim CFO and financial leadership

  • Special project execution and support

  • Financial reporting and accounting advisory services

  • Financial modeling, planning, and analysis



  • Financial and operational due diligence

  • Sell-side preparation and support

  • Acquisition planning / buy-side consulting

  • Post-merger integration and divestiture services

Thank you for your interest in Live Oak Advisors. What we can do to help you succeed? We commit to returning your call in a timely way, person to person, guaranteed.


(704) 985 6871 |

© 2020 by Live Oak Advisors, LLC. All rights reserved.