We partner with small business owners who are ready for their next chapter - and make sure their business keeps thriving after they step back.

Transition and let operators grow your legacy professionally

Professional Leaders

We back experienced operators to take small business to the next level by implementing modern tools, practices, and technology.

Service

Many of our operators are military veterans who brought the same discipline and accountability to serving their country that they now bring to your business and team.

Custom Strategies

Whether your goal is to retire fully from your business or stay minimally involved as an advisor, we customize strategies that are best suited for you and your business.

Dave Lam
Managing Principal

Dave grew up in a working-class family that taught him the values of integrity, hard work, and respect. Prior to founding Oakwood Legacy Partners, he oversaw US Air Force and US Coast Guard supply chain teams responsible for underwriting and managing small-to-medium vendor operations portfolios valued at $250M that included: medical services, concession services, communications/IT, construction, aircraft production, and MRO ship services. Additionally, Dave managed Congressionally mandated audits for a $35B UAV production program. He also served as the head of logistics and platform technology for a nonprofit NGO, Help Ukraine 22, responsible for rendering humanitarian aid to children and maternity hospitals in the recent conflict in Ukraine. Dave holds a BS in Biology from the US Air Force Academy, an MS in Finance from Boston College, and an MBA from Chicago Booth.