Live Oak Advisors provides transaction and CFO advisory services with a focus on private equity sponsored, middle market companies.

We help to solve a variety of business needs and problems: managing change, executing deals, and completing key financial projects.

There are many important milestones or events in the investment life cycle where the expertise of a confident, experienced advisor or interim financial officer can help. ​

  • Your are entering a merger, acquisition, or other important shift in structure or organization.

  • Key team members or financial executives are retiring or moving on to other opportunities.

  • Your company is considering a shift in financial operating models or core accounting processes and needs assistance to make sure the changes the change happens efficiently and without errors.

  • Your company is starting a major new program or initiative and you need reliable temporary help to reduce the burden on the existing team of financial and accounting executives.

  • You need objective, credible, practical advice on how to reform or improve company financial processes.​

CFO Advisory Services

If your company needs short-term assistance with a financial challenge, we can provide experienced interim financial management to add stability in times of change. This allows existing management to do what they do best - execute effective strategies for success.

  • Full-time interim CFO services for companies in transition such as a key employee change, structural transformation, or change of control.

  • Experienced "arms and legs" to assist existing CFOs in investigating, identifying, and resolving issues related to the finance and accounting function.

  • Support and execution of special projects such as budget projections, financial statement audits, and financial planning and analysis.

  • Deep capability in ad hoc financial analysis such as strategic alternatives, corporate financial modeling, and benchmarking.

Transaction Services

We help to organize and execute the most effective strategy for a business deal. This includes complete and detailed due diligence, proper valuation, integration planning, and preparation for divestiture and reorganization.

  • Evaluation of target revenue and earnings quality.

  • Identification of items impacting EBITDA, such as non-recurring, non-cash, out-of-period, run-rate, and pro forma adjustments.

  • Analysis of target balance sheet composition, including quality of net working capital, trends, and the identification of debt and debt-like items.

  • Identification of key business drivers such as trends in profitability and business risks such as adverse developments, customer concentration issues and deal critical considerations.

  • Sell-side preparation and support for companies contemplating or executing an acquisition process. 

We're ready to help


Live Oak Advisors is ready to help your company with a wide range of financial challenges, and our skills and past experiences have enabled us to specialize in a set of the most important fields. If you require assistance in any of these areas, our advisors are especially suited to help your staff find the right answers.

(704) 985 6871 |

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