News & Insights
Our thought leadership pieces are curated to offer practical tips and strategies for optimizing business performance, while our deal announcements keep you informed about the latest transactions and industry trends. Contributing to knowledge about how to do transactions well is at the heart of our Why – we strive to be good corporate citizens in our business communities.
With a wealth of knowledge and experience, our team of professionals brings high expertise to every piece of content. We invite you to explore our website and discover how we can help you achieve your business goals.
Case Studies
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News
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Insights
Why Business Owners Shouldn’t Get Complacent During Good Economic Times
Even the most optimistic of us know better than to coast in good times. Yes, there will be periods when the Dow is hitting new highs, unemployment is low and growth is happening, but none of these things can last forever. There are changes that come with growth and...
Who We Helped in 2017
In this season of giving thanks, we’d like to extend our gratitude to the entrepreneurs and investors we’ve worked with this past year. Thank you for the strong working relationships we’ve shared and for entrusting us with the big decisions concerning you and your...
Our Time-Based Billing Approach Helps In These Four Situations
Our by-the-hour-model allows us act as a counselor, working alongside our clients to help them achieve their objectives. It seems like a little tweak, but the billing model allows us to help in many situations where traditional investment bankers cannot. Here are the...
Deals
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Features
BOSS Magazine: How CEOs’ Existing Skills Can Contribute to a Successful Company Sale
Entrepreneurs can play a vital role in the company sale process by utilizing their existing sales skills, networking capabilities and industry expertise. Thanks, BOSS Magazine, for having me! Read the article in PDF.Selling one’s business is something most...
The American Genius: How CEOs Can Use Existing Skills to Support Their Company Sale
One of the biggest predictors of a smooth and successful sale of a business is when the company owner takes on an active role in the process. Thank you, The American Genius, for allowing me to share my thoughts! Read the article in PDF.Anyone who’s built a company...
SIMON SAYS, LET’S TALK BUSINESS: Frank Williamson with Oaklyn Consulting
I recently sat down with Al Simon of Sandler Simon to chat about how Oaklyn helps prepare business owners to work effectively and navigate their big decisions. Thanks for having me, Al! Read below or listen here.Al Simon: Hello. Welcome to Simon Says Let's Talk...
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