Our commitment is simple:
we focus on your liquidity event,
one transaction at a time.
We're not just advisors; our team is comprised of experienced investors and business operators. Our approach is tried and true because, just like you, we are founders.
Having been in your shoes, our track record includes notable transactions. With this experience, we offer clarity at every point of the selling process because we know information is critical for entrepreneurs to stay focused and in control of the sales process.
Founder representation is at the core of what we do. More than consultants, The Optima Team members are founder advocates. We've built, sold, and scaled businesses ourselves. Our strength is in our numbers, and we're here to add our experience to your experiences.
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After decades in industry, The Optima Team came together to share our strategic knowledge with every business owner looking to the future. Navigating the complexities of selling a business requires clarity. We offer tailored guidance to ensure you remain in control of your business destiny every step of the way.
Meet the Team
The Optima Team is a growing group of experienced investors and business operators. We proudly embrace an old-fashioned approach. In a world that's ever-changing, our foundation is built on timeless values like trust, integrity, and personal service.
Contact Us
Office
Commonwealth Hall @ Old Parkland,
3899 Maple Ave, Suite 100, Dallas, TX 75219
Phone
214.214.3010