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2018 Middle Market Thought Leader of the Year Finalist

It is an honor to be a finalist for the Alliance of Merger & Acquisition Advisors 2018 Middle Market Thought Leader of the Year Award.

I founded Oaklyn Consulting in 2016 to address a problem facing small and middle-market private companies and their professional advisors:

Investment banking and corporate finance advice is available almost exclusively from service providers who work for success fees, and as a result they help most when a deal of a certain size is the best outcome. But deals are not always the answer, and the path to the answer is not always clear.

We believe that any business owner should have access to thoughtful investment banking advice when their business is at a crossroads.

So, we help small and middle-market private companies complete mergers, acquisitions, joint ventures and other strategic transactions; arrange financing; and manage investor relationships, all with time-based billing. We complement the work of investment bankers, lenders, lawyers, wealth managers and accountants.

Sharing knowledge through articles supports our mission and serves our larger vision that all entrepreneurs and business owners should have access to the capital they need to plan for the future, grow and thrive.

We very much appreciate that the Alliance of Merger & Acquisition Advisors has recognized our work.

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Is Now The Right Time To Sell My Business?

Ask Us Anything Dear Oaklyn Consulting, For the last five years, I’ve been making 65% to 75% gross profit. I know in the next few years, gross profit is going to shrink because of new competition coming into the market. What advice do you have for me to consider...

How to Navigate Business Debt and Equity Options

When closely held businesses need capital, they generally have two options — getting a bank loan or seeking out private investors. While a loan isn’t going to be a viable solution for every liquidity need a business has, it can be significantly less expensive in the...

Help Me With a Conflict in My Family Business

Ask Us Anything Dear Oaklyn Consulting, Three members of our family business (a father and two sons) are not getting along. The father isn't retiring and wants to control the business, while the sons would like to sell the business. What advice do you have for the...

Help Me With a Succession Plan

Ask Us Anything Dear Oaklyn Consulting, It’s been a really hard year. I own a business that I’ve been successfully running for the last 15 years. I’ve had some health troubles that have pushed me to a position where my doctors are suggesting that I need to retire...

Can a Nonprofit be Acquired by a Corporation? 

Can nonprofits be acquired by corporations? Is it a good idea for for-profit businesses to acquire nonprofits? Learn everything you need to know.

Venturing into Capital: Understanding Small Business Private Equity  

Explore small business private equity and all of its alternatives to reach new heights for capital in your company.

Help Me With Acquiring a Business

Ask Us Anything Dear Oaklyn Consulting, I am a business owner who has a substantial local presence. I’m considering acquiring a competitor that has a larger presence outside my current market. This move would expand our footprint immediately and give us the...

How to Merge Nonprofits: Acquisition, Stakeholders, Post-merger Integration, and More

Merging nonprofits is not as hard as it sounds. Just make sure goals are aligned, assets are well assessed, and that you have the right advisors by your side.

Oaklyn Consulting Congratulates Finite Reimaging on Acquisition by CAMP Construction Services

Oaklyn Consulting helped AMP Construction Services acquire Finite Reimaging. Learn it all here.

Help Me Develop a Sellable Asset

Ask Us Anything Dear Oaklyn Consulting, I don’t know if it’s the economy or the time of year, but it feels like every time I turn around, there is another M&A firm calling to see if I am in the market to sell my small business. I know that this is something that I...