Our Mission: Your "Unfair Advantage"
Sierra Oak Financial was founded with one mission: to bring the elite financial strategies of Fortune 50 companies and AG-focused Private Equity firms to the Central Valley's most vital industry.
We believe the most powerful financial tools—transformation playbooks, value creation strategies, and "sale-ready" preparation—shouldn't be kept only for Wall Street. We exist to be your "insider," helping you build a more valuable and resilient AG business.
Our Founder: Mo Khan
Mo Khan founded Sierra Oak after seeing a critical gap in the market. While working at an AG-focused private equity firm, he saw firsthand how family-owned businesses were being acquired. The new owners would apply a specific playbook to transform operations and create massive value.
He realized that the owners and families should be the ones with this playbook before a sale, not the buyers after.
Mo’s unique perspective was built over a two-decade career at the highest levels of global finance:
AG Private Equity & Transformation: Mo spent years at an AG-focused private equity firm, leading "boots-on-the-ground" transformation projects and value creation playbooks for their portfolio companies. This is where he built his expertise in "what buyers look for" and how to maximize the value of an AG operation.
Fortune 50 "Blue-Chip" Discipline: For 12 years, Mo managed complex financial divisions at world-class companies, including Raytheon Technologies, Johnson & Johnson, and Samsung. This experience built his foundation in rigorous financial controls, world-class budgeting, and high-level strategic planning.
Mo's mission is to be your strategic partner, using his "insider" experience to protect and grow your legacy.
A Note on Pedigree
Mo's real-world experience is backed by an elite education focused on one thing: creating business value.
Master of Business Administration (MBA) from Indiana University, Kelley School of business
Private Equity & Entrepreneurship Training from Harvard Business School
Leadership Education from The Wharton School
150+
15
Trusted by clients
Nationwide service
Our Location
Sierra Oak Financial is based in the Central Valley, serving clients nationwide with expert financial consulting and data-driven insights.
Address
265 E River Park Circle, Fresno CA 93720
Hours
9 AM - 5 PM
Client Feedback
Hear what our clients say about us.
Sierra Oak Financial transformed our approach to data-driven decisions, providing us with invaluable insights.
James C.
Fresno
Working with Sierra Oak Financial was a game-changer. Their expertise in financial modeling helped us streamline our operations and focus on sustainable growth.
Linda M.
Modesto