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CFO: 3 Roles CFOs Must Learn to Be an M&A Player

CFO: 3 Roles CFOs Must Learn to Be an M&A Player

Understand the areas where CFOs can make a meaningful contribution and where they should step back. I enjoyed sharing my thoughts with CFO. Read the article in PDF. CFOs are the truth-tellers of the executive team. They bring facts and certainty to the company’s...
CFO: 3 M&A Pitfalls CFOs Must Avoid

CFO: 3 M&A Pitfalls CFOs Must Avoid

While the element of risk cannot be completely mitigated, CFOs can sidestep obstacles and keep the M&A process moving toward a positive outcome. Thanks to CFO inviting me to share my thoughts! Read the article in PDF. Deciding to move forward on a company merger...
Why Some Company Owners are Returning to Outside Employment

Why Some Company Owners are Returning to Outside Employment

Some business owners may find themselves wanting to revert. If so, what steps come next in order to sell the company off? Thanks to The American Genius for having me! Read the article in PDF. It’s good to be the boss. Or is it? Despite the freedom that leading a...
The CEO’s Role in Selling Their Company

The CEO’s Role in Selling Their Company

As an investment banker, I have helped many CEOs and owners sell their businesses. And I have seen a huge difference in the result when a CEO is directly involved in the sales process versus when they are not. Thank you to Small Business Currents for having me! Read...
Oaklyn Consulting Announces Acquisition of TapCloud by WellSky

Oaklyn Consulting Announces Acquisition of TapCloud by WellSky

Oaklyn Consulting is pleased to announce that Chicago-based virtual patient engagement technology company TapCloud has been acquired by Overland Park, Kansas-based global health and community care technology company WellSky. Oaklyn represented TapCloud in the...