RedOak Trust is seeking to acquire and operate a small businesses from a retiring owner, focusing on companies with $2M–$10M in revenue and $500K–$2M in pre-tax profitability.

As a natural extension, we launched ClearOak Consulting, helping small business owners reclaim time through no-nonsense, practical workflow automation. Our solutions are easy to implement, low-disruption, and high-ROI, enabling small businesses to run with enterprise-level efficiency—without the complexity or cost.