Meet the Team: Danny Levison

Danny Levison has spent his career assisting small and medium-sized businesses with their real estate needs. He’s Oaklyn Consulting’s go-to person for any client transactions that have a real estate component, handling any property assessments and valuations of clients who own their buildings.

What’s your favorite part of your job?
Analysis and creating valuations of buildings in different cities, which involves going and learning those markets.

Why do you work at Oaklyn Consulting?
They are a natural fit for extending our business into more consulting and expanding our geographic boundaries. In addition, they are extremely knowledgeable and ethically focused.

What are your favorite pastimes outside of work?
Grandchildren, bird hunting and golf.

What TV show/movie/book/musical artist are you enjoying right now?
The Lincoln Lawyer.

What do you think sets Oaklyn Consulting apart from other investment banking consultants?
They’re a great team that brings Wall Street expertise to small business owners.

What To Expect During The M&A Due Diligence Process

Originally published by Forbes, featuring Frank Williamson. We’re grateful to Forbes for the opportunity to contribute to this important conversation. Read the full article below.When making any large purchase, be it a car, a house or a business, any smart buyer wants...

Oaklyn Consulting Provides Advisory Services to Chestnut Funds in Acquisition by Anchor Health Properties

Oaklyn Consulting provided M&A advisory services to Chestnut Funds in its acquisition by Anchor Health Properties, supporting founder alignment and deal execution. Learn more.

Navigating The End Of A Business Partnership With Empathy And Confidence

Originally published by Forbes, featuring Frank Williamson. We’re grateful to Forbes for the opportunity to contribute to this important conversation. Read the full article below.The end of a business partnership is often an emotionally draining experience for...

How to Acquire Your First Small Business In 4 Steps

Learn how to acquire your first small business with a clear 4‑step framework. Set goals, build a prospect list, engage owners effectively, and negotiate with confidence.

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 article below.Nonprofits are an essential thread in our social fabric, providing critical services that...

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 article below.If you’re like most entrepreneurs, you rarely have reason to interact with an investment...

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 article below.Earlier this year, Gallup shared some thought-provoking statistics about older business...

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 article below.After investing an incredible amount of time, money and...

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.