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EDGE: Why Southern Manners Still Matter in the Business World
In the South, we’re taught to mind our manners early on, but etiquette plays a large part in a person’s professional success. In the…
CFO: How to Prepare for “Crossroads” Situations
“Crossroads” situations occur when a company needs to make a decisive step forward — but a number of options look equally appealing. In my…
2018 Middle Market Thought Leader of the Year Finalist
It is an honor to be a finalist for the Alliance of Merger & Acquisition Advisors 2018 Middle Market Thought Leader of the Year Award. I…
Client Case Study: SilverSage Physician Services Fuels Growth With Bank Financing
One of the most valuable attributes of the Oaklyn Consulting model is our ability to align the efforts of a project with the unique needs…
Memphis Business Journal: Has Your Business Reached a Pivot Point?
Has your business reached a pivot point? Choosing to pursue a different business model isn’t an easy decision for entrepreneurs. In my…
Small Biz Daily: When the Sale of Your Business Spurs an Identity Crisis
We often think of business ownership as a financial commitment, but it’s a personal one as well. In my latest column for Small Biz Daily, I…
Who We Helped in 2018
During the holiday season, our tradition is to reflect on the year and assess how we fulfilled our purpose as a firm. Maybe you do…
Mergers & Acquisitions: How Mid-Market Companies Can Manage ‘Crossroads’ Situations
In my new column in Mergers & Acquisitions, I explore so-called “crossroads” transactions — complex situations that can turn potentially…
Client Case Study: Hotel Equities Joins Forces With Virtua Partners
In the recent investment in Hotel Equities by Virtua Partners, we advised Hotel Equities on a mutually beneficial transaction by providing…
Journal of Private Equity: Capital and Financial Strategies for Private Companies
I’m very proud to share the news that my academic article “Capital and Financial Strategies for Private Companies: Lessons from Their…
Client Case Study: Professional Disability Associates sells to The Advocator Group
In the recent sale of Professional Disability Associates to The Advocator Group, a subsidiary of Brown & Brown, we facilitated a mutually…
Nooga.com: 6 Steps for Entrepreneurs to Capitalize on the Strong Economy
I recently spoke with Chattanooga news website ‘Nooga.com’ about my advice for business owners seeking to take advantage of the current…