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.

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"It's complicated."

Hear my own exit story, and how I became so passionate about helping others in their exit planning journey.

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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.

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