Our mission is to support entrepreneur owner-managers with the complexities of making important financial and strategic decisions. Our expertise in working with business owners allows us to provide an unbiased perspective as you navigate through the tough choices that come with growing your company. Whether it’s weighing the pros and cons of accepting outside investment or merging with a competitor, we’re here to help. Our team of experienced consultants understands that no two businesses are alike, and we tailor our approach to fit your specific needs.
Who We Serve
Founder & Family-Owned Businesses
We Help With The Big Decisions
You’ve worked hard to build a business. Spent nights, weekends, even holidays. You made sure everyone was taken care of, the bills were paid on time, clients were happy, and the business grew.
You’re proud of the success you’ve achieved, but now, you’re at a critical decision point. Do you want to continue growing, and if so, will it be necessary to partner with outside investors? Maybe you’re nearing retirement and want to pass your business down to the next generation, but want a smooth process that won’t negatively impact what you’ve built. Or you’re ready to sell your business, but need help identifying potential buyers and negotiating a deal that benefits both sides.
We’re here to help you with the hard decisions involving major changes to your business. We’ll provide an unbiased sounding board to help you evaluate your options, understand their impact, develop and execute a plan, and manage any unforeseen challenges that arise along the way.
Do You Work With Situations Like Mine?
Yes, we do. We have helped clients through every imaginable scenario, and while no two situations are the same, our decades of experience have given us the ability to recognize familiar patterns and know how to work through them. We think creatively and provide each client customized solutions that meet their specific needs.
Our firm specializes in working with organizations whose sales are $5 million–$100 million, pre-tax net income (EBITDA) is $0–$10 million, and governance or stakeholder management is complex.
We believe in being professional, helpful and accessible at all times. We understand that the stakes are high regarding capital decisions, and we’re committed to providing the guidance, support and resources you need to navigate this process.
Who Do You Work With?
We work with small and medium-sized businesses in all industries, as well as investors in those companies. We support nonprofits, co-ops and professional services firms. For all their differences, our clients all have one thing in common — they need expert guidance to navigate complex financial decisions.
Unlike other investment banking advisors, we don’t work for success fees, so we don’t have a vested interest in making a deal happen. This means that we can help you make the best decision for you and your business, which may not involve a deal at all.
How We Help
- Mergers & Acquisitions
- Capital Raising
- Strategic Alternatives Reviews
- Corporate Development Support
- Partnerships & Joint Ventures
- Investor & Creditor Relations
We Help Clients Succeed At Their Most Complex Transactions
When running a business, making the right and crucial capital decisions can be the difference between success and failure. With Oaklyn Consulting by your side, you can confidently make the decisions that will shape the future of your business.
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