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The Road to a Successful Exit: Timing, Advisors, and Process

Exiting your business is a multi-step process that requires strategic planning and the right team at the right time. This session breaks down the timeline of an exit, from assessing your firm’s worth and preparing marketing materials to managing buyer interest and creating competitive tension. Learn when to hire key advisors, what each phase entails, and how to make a strong first impression with potential buyers. By understanding the process and investing in top-tier expertise, you can navigate the complexities of an exit and maximize your outcome.

Listen to the full episode featuring Frank Williamson below.

About Frank Williamson

Frank Williamson is the founder of Oaklyn Consulting, a different kind of investment banking firm for small- and medium-sized companies under private ownership. Oaklyn Consulting plans and executes its clients’ most complex transactions, including mergers, acquisitions, capital-raising, recapitalizations, and lender and investor relations. By working as consultants, not brokers, Oaklyn Consulting helps in situations where traditional investment bankers typically cannot.

Why Nonprofits Should Consider The Benefits Of A Merger

Originally published by Forbes, featuring Frank Williamson. We’re grateful to Forbes for the opportunity to contribute to this important conversation. Read the full below.Nonprofits are an essential thread in our social fabric, providing critical services that make...

Four Questions To Ask An Investment Banker When Selling Your Business

Originally published by Forbes, featuring Frank Williamson. We’re grateful to Forbes for the opportunity to contribute to this important conversation. Read the full below.If you’re like most entrepreneurs, you rarely have reason to interact with an investment banker....

Managing The Transfer Of A Family Business

Originally published by Forbes, featuring Frank Williamson. We’re grateful to Forbes for the opportunity to contribute to this important conversation. Read the full below.Earlier this year, Gallup shared some thought-provoking statistics about older business owners’...

Preparing For An Exit? 20 Common Mistakes Business Owners Should Avoid

Originally published by Forbes, featuring Frank Williamson, among other business experts. We’re grateful to Forbes for the opportunity to contribute to this important conversation. Read the full below.After investing an incredible amount of time, money and effort into...

Oaklyn Consulting Facilitates ShotFlow’s Sale to Creative Force with Strategic Sell-Side Services

Oaklyn Consulting guided ShotFlow through its sale to Creative Force, providing strategic sell-side advice that maximized value and ensured a successful outcome.

Oaklyn Consulting Provides Strategic Advisory Services for Heurisay’s Acquisition by 5by5 Agency

Oaklyn Consulting congratulates its client Heurisay on the company’s recent sale to 5by5 Agency.

Frank Williamson in Forbes: Four Essential Questions for Choosing Your Investment Banker

Discover the 4 key questions to ask before hiring an investment banker. Learn expert insights to guide your business sale.

What to Do When the Bank Says No: Alternative Capital Options for Your Business

Ask Us Anything Dear Oaklyn Consulting, My business has weathered a tough period and needs an infusion of cash to make it through the next few months. My local banks keep declining my applications. What nontraditional sources of capital do I have left? What are the...

Do I Need an Investment Banker to Sell My Business?

Ask Us Anything Dear Oaklyn Consulting, I’m thinking about selling my business, but I’m not sure where to start or who to talk to. I hear the term “investment banker” a lot, but I’m not sure what firms like Oaklyn Consulting actually do, or whether I even need an...

How to Make Smart Business Decisions in Uncertain Economic Times

Ask Us Anything Dear Oaklyn Consulting, It feels like every headline I read is about economic uncertainty, and for small businesses like mine, it’s tough to know which way things are going. I sometimes feel paralyzed trying to decide whether now’s the time to think...