Expert Guidance For Crucial Capital Decisions

“I often think of you because of your innovative and client-aligned fee model. When you start with a consultative approach on the front end and are genuinely OK with a “don’t sell” recommendation, your objectivity is intact.”

“I think Oaklyn Consulting did a very good job at analyzing and modeling our particular situation and helping us come to our own conclusions about the intrinsic value of this deal from our perspective.

The biggest contribution that Oaklyn Consulting made was to model the financial situation and paint the picture for [my company] and I into the future. Helping us to separate emotion from analysis was very instrumental.”

What is your experience with Oaklyn Consulting?
“Ease of access and conversation, great communication & follow up.”

“We really appreciated your willingness to adapt to the unique nature of our engagement — i.e., advising both sides — rather than forcing us into a typical approach.”

“Excellent setup and organization of data as well as business-level guidance for transactions.”

“Some observations about other boutiques that we’re interviewing: They are much different than you in how much they direct us — for example, you would allow us to talk with potential partners the way we want and focus on how the post-deal partnership would work; these others say that they will script us very specifically and that they will handle most of the buyer conversations.”

“One of the things I appreciate most is just the fact that you follow up. We think it’s critical that we stay informed once we’ve made an introduction so that when the client or referral circles back, we are not caught off guard and then know that we are communicating.”

“It was a very helpful professional experience. You are very knowledgeable and explained how you work transparently, even offering that you were probably not a good match. That is rare. Most people try to force-fit their model to every opportunity.”

“As I stated many times during our conversations, I so appreciate you and your team for interceding throughout this transaction. It made such an incredible difference!”

“Candidly — I appreciated that you were thoughtful about when and where to engage knowing that we had sensitivities to fees. It often felt like you’d give us tools we could use to work through things on our own and then jump back in as needed to add value where you uniquely could.”

“You continue to be my go-to for business owners thinking about their business options. I appreciate your approach and everyone I have sent you has said good things.”

“I only have my own lens, but it seemed like you were very tactful at making sure both parties felt like you had both of our interests equally in mind. I really appreciated how you were able to keep us moving along by offering an expert perspective at the right moments, but also how you offered your expertise as a possible, clarifying perspective rather than the ultimate word.”