Meet Brian Roeder, CEPA, CTPP
Entrepreneur • Business Value Consultant • Business Sales Agent
Brian Roeder is an entrepreneur, business value consultant, and business sales agent who has started, owned, and sold multiple businesses. He brings ownership and management experience across:
- Hospitality
- Construction
- Not-for-profits
- Project management
- Team development
- Branding and marketing
- Facilitation and consulting
- Housing
- Retail sales
- Economic development
Brian has served on several boards, was a NYC CORO Fellow, and holds a master’s degree from Georgetown University.
Credentials + Focus
Brian is a Certified Exit Planning Advisor (CEPA) and Certified Team Facilitator (CTF) who guides clients through the complex work of preparing and packaging their businesses to operate—and to sell—at premium value.
His focus is on creating alignment, balance, and value in both personal and professional life.
Business Philosophy
Brian’s philosophy is to deliver excellence for clients through:
- Collaboration
- Innovation
- Inspiration
- Transparency
- Resilience
- Accountability
So they can achieve their goals gracefully and with confidence.
Learn about our team of trusted advisors to help on your journey.
Ready to Plan Your Exit?
If you’re building toward a transition—soon or years away—Bee Oak Partners is here to help you plan clearly, execute confidently, and exit on your terms.