Julia Johnston

Three Oaks Advisory Services

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14859 Fm 38 N,
Dallas, Texas 75446 (View Map)

Affiliated Broker
Richard Gadberry

About the Company

Three Oaks Advisory Services is a boutique M&A and business brokerage firm that takes a holistic approach to selling a business—setting us apart from traditional brokerage firms. We believe the most critical step in the process is ensuring that your exit strategy and expectations align with the realities of selling your business at the right price and time.

Our process begins with crafting an exit strategy tailored to your specific timing and goals, forming the foundation for a successful "go-to-market" approach. Before listing your business for sale, we conduct a comprehensive assessment to understand your unique situation and needs.

The core components of a Three Oaks assessment include:

Business Valuation
Market Analysis
Bank Prequalification
High-Level Tax Review
Buy-Out Analysis

By partnering with Three Oaks, you’ll gain a complete understanding of your business, including its most likely price, terms, and potential offers.

Broker Biography

Introduction

Three Oaks Advisory Services is a boutique M&A and business brokerage firm that takes a holistic approach to selling a business—setting us apart from traditional brokerage firms. We believe the most critical step in the process is ensuring that your exit strategy and expectations align with the realities of selling your business at the right price and time.

Our process begins with crafting an exit strategy tailored to your specific timing and goals, forming the foundation for a successful "go-to-market" approach. Before listing your business for sale, we conduct a comprehensive assessment to understand your unique situation and needs.

The core components of a Three Oaks assessment include:

Business Valuation
Market Analysis
Bank Prequalification
High-Level Tax Review
Buy-Out Analysis
By partnering with Three Oaks, you’ll gain a complete understanding of your business, including its most likely price, terms, and potential offers.

Services Provided

Limited Scope Business Valuations
Full Service Sell-Side Engagements
Full Service Buy-Side Engagements
Buyer Searches
Transaction Advisory Services
New Broker Training
Cooperative Broker Engagements

Areas Served

  • Dallas County, TX
  • Business For Sale Listings

    $900,000
    Cash Flow: $230,000 
    Dallas Co., TX 
    View Details 
    High-Margin, Semi-Absentee Youth Sports Platform w/Scalable Territory

    This opportunity represents the acquisition of a highly profitable territory in the Dallas market, generating approximately $468K in revenue and over $230K in Seller’s Discretionary Earnings, while operating only four events annually.The business is built on an asset-light, event-driven model with minimal cost of sales and strong operating margins, offering a rare combination of high cash flow and limited time commitment. Ownership currently requires approximately three months of active involvement per year, creating flexibility for either a lifestyle operator or a growth-focused buyer.This franchise differentiated format, which brings together players from the same middle school regardless of skill level, creates a non-commoditized experience centered on community, camaraderie, and school identity. This positioning has driven strong brand loyalty and repeat 

    $250,000
    Cash Flow: $115,000 
    Dallas Co., TX 
    View Details 
    Dog Boarding Business Ready for New Owner Energy

    Well-established pet care business serving the Dallas market with a loyal customer base, diversified revenue streams, and strong community reputation.Highlights**Established dog daycare, boarding, grooming, and training operation near Downtown Dallas**4.7+ star online rating with 100+ reviews and strong repeat clientele**Historically generated approximately $170K in Seller’s Discretionary Earnings**Experienced, customer-focused staff in place with minimal owner involvement in daily operations**Multiple revenue streams provide stability and cross-selling opportunities**Significant upside through marketing reactivation, refreshed branding/facility improvements, and active ownership**Seller financing available for qualified buyers with substantial down payment**Growth OpportunityThe current owner has operated the business passively in recent years while 

    Julia Johnston Serving Dallas County, TX

    Three Oaks Advisory Services is a boutique M&A and business brokerage firm that takes a holistic approach to selling a business—setting us apart from traditional brokerage firms. We believe the most critical step in the process is ensuring that your exit strategy and expectations align with the realities of selling your business at the right price and time. Our process begins with crafting an exit strategy tailored to your specific timing and goals, forming the foundation for a successful "go-to-market" approach. Before listing your business for sale, we conduct a comprehensive assessment to understand your unique situation and needs. The core components of a Three Oaks assessment include: Business Valuation Market Analysis Bank Prequalification High-Level Tax Review Buy-Out Analysis By partnering with Three Oaks, you’ll gain a complete understanding of your business, including its most likely price, terms, and potential offers.

    Jacobe Kendrick Serving Midland County, TX

    Jacobe blends military precision, entrepreneurial experience, and a deep respect for legacy into every business transaction he facilitates. A proud graduate of the United States Air Force Academy, Jacobe served as a commissioned officer and cyber operations leader supporting Air Force Special Operations Command. While not a special operator himself, he supported elite missions around the world and played a critical role in high-stakes command and control operations—including direct involvement in the Deepwater Horizon oil spill response and Operation Unified Response, the U.S. military’s humanitarian mission following the 2010 Haiti earthquake. After leaving active duty, Jacobe returned home to Midland, Texas, and stepped into the operations of his family’s oilfield pipe inspection business—a respected name in the Permian Basin for over 40 years. He helped modernize the company with updated systems and operational improvements to better position it for the future. During that time, he also walked closely with his father through the difficult process of preparing the business for sale. Like many longtime owners, his father faced emotional hurdles—uncertainty about legacy, lack of clarity around valuation, and concerns about what life after the business would look like. That experience gave Jacobe a clear understanding of the real obstacles many owners face when considering an exit. It’s not just about financials—it’s about navigating the complexity of transition with the right process, perspective, and support. Today, he brings that insight to every client relationship, helping business owners move forward with confidence, clarity, and a plan tailored to both their business and their life. Now a licensed real estate broker, multi-time Icon Agent, and experienced investor, Jacobe brings a well-rounded, disciplined approach to every business deal—whether guiding owners through their exit or helping buyers acquire with confidence and vision. Outside of work, Jacobe is a devoted husband and father of four, a black belt in Brazilian Jiu-Jitsu, and a former Division I football player whose lifelong pursuit of excellence and discipline continues to shape his leadership in life and business.

    Michael Voss Serving Volusia County, FL

    Morgan Tucker Serving Parker County, TX

    Morgan is a dedicated advocate for entrepreneurs, whether they are preparing to sell and step into a new chapter, celebrating the rewards of what they have built, or taking control of their career for the first time. Her passion lies in honoring the work behind every business and empowering people to shape the future they want. With a strong foundation in leadership, technology, and sales enablement, Morgan brings a blend of strategic insight and human centered understanding to every engagement. Her career has been defined by helping others grow, navigate complexity with confidence, and move through challenging processes with clarity and purpose. An alumna of Texas State University and holder of a masters degree, Morgan pairs academic depth with practical experience. Her approach is rooted in championing success, celebrating it, fostering it, and advocating for those ready to reach their next goal. Morgan’s commitment is simple: to help business owners and aspiring owners move forward with assurance, understanding, and a partner who believes in their potential. Her work is driven by a deep respect for the entrepreneurial spirit and a dedication to helping others achieve the outcomes that matter most. The core components of a Three Oaks assessment include: Business Valuation Market Analysis Bank Pre-qualification High-Level Tax Review Buy-Out Analysis By partnering with Three Oaks, you’ll gain a complete understanding of your business, including its most likely price, terms, and potential offers.

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