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Trust in RedOak

Committed to buying a business from a retiring owner and enhancing the local community.

In a Meeting
About

About

RedOak Trust, led by John J. Baker, is a small, dedicated team formed specifically to acquire a single company. We seek to acquire and operate a small to medium-sized business from a retiring owner, fully understanding the sentimental value the business holds.

 

Driven by John J. Baker's personal passion for owning and operating an small business, RedOak Trust offers a hands-on, personalized approach throughout the entire acquisition process. Our mission is twofold: acquiring your business and ensuring a seamless transition.  We deeply appreciate the hard-earned success, the loyal employees, and the legacy you have built.

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With aspirations to establish roots in Northern, Central, or Southern California, John seeks to forge meaningful connections within the local community. RedOak's small team allows for the utmost attention to detail, respect for your values and safeguarding your reputation as we guide you through the transition.

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Join us in nurturing and expanding your legacy.  Experience the leadership of John J. Baker and the dedicated team at RedOak Trust as we embark on this exciting journey together.

Our Process

Our Process

Introductory Call

The purpose of the Introductory Call is to familiarize the prospective Seller and Buyer with one another.

Business

Valuation

Assuming your company fits RedOak Trust's desired criteria, you will receive a detailed business valuation to help create initial alignment.

Letter of Intent ("The Offer")

The Letter of Intent will encompass all details regarding the purchase price, due diligence, and acquisition structure.

Purchase & Sale Agreement

The Purchase & Sale Agreement will provide every detail associated with the transaction, including price, acquisition structure, due diligence, and all other pertinent details.

The Close  ("Retirement")

The closing is where the seller receives the funds and will take place after the due diligence period has ended. 

Contact

Contact

RedOak Trust, LLC

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Tel: 415-532-1098

Email: john@redoaktrust.com

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© 2023 by RedOak Trust, LLC. 

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