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
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 beneficial transaction by helping to manage the deal while the owners kept running the company. Deal or no deal, our eyes...
Client Case Study: Distribution Company, M&A Consulting
In the recent sale of a distribution company, we tailored a project that was very different from traditional M&A engagements... and it closed the deal. Issues & concerns 1. Business owner desired investment banking advice and was disappointed that he was not...
How Oaklyn Consulting Worked with Physicians Toward an M&A Solution – Or Not
We pride ourselves on helping clients reach a ‘no-deal’ solution when it’s right for them. That was the result of our recent work with a family medicine practice. Here’s the story in 5 steps: A practice was approached by a ‘roll-up’ practice which had recently...
News
Leah Williams Joins Oaklyn Consulting as Investor Communications Consultant
Williams will assist clients in crafting compelling presentations to potential capital providers CHATTANOOGA, Tenn., June 2, 2021 — Chattanooga-based mergers, acquisitions and capital-raising consulting firm Oaklyn Consulting announced today that Leah Williams has...
Commercial Property Consultants, Oaklyn Consulting Announce Strategic Partnership
The firms will advise clients collaboratively in situations involving real estate holdings and strategic corporate transactions CHATTANOOGA, Tennessee, and ATLANTA, Georgia, May 26, 2021 — Atlanta real estate consulting firm Commercial Property Consultants and...
Oaklyn Consulting Says Farewell to Chris Wright; Announces Search for New Principal
When I started Oaklyn Consulting in 2016, one of my primary goals was to provide an opportunity for talented people to do engaging work and make a difference to clients and referral partners. I want working at Oaklyn Consulting to be a great experience for current...
Insights
How a Merger Can Strengthen Nonprofits for the Future
The same way merging for-profit businesses can increase reach and profitability, merging nonprofits can safeguard organizations from economic uncertainties.
How Business Sellers Can Navigate the Due Diligence Process
Learn more on how to perform due diligence more efficiently and facilitate business mergers, acquisitions, and more for clients, partners or your own business.
How to Implement Scenario Planning in Your Business
Learn how to implement scenario planningin your business. Bring in multiple perspectives and quantify each to make your organization more robust and efficient.
Deals
Oaklyn Consulting Congratulates Finite Reimaging on Acquisition by CAMP Construction Services
Oaklyn Consulting helped AMP Construction Services acquire Finite Reimaging. Learn it all here.
Oaklyn Consulting Congratulates Proof of the Pudding on Acquisition by Bruin Capital
Oaklyn Consulting congratulates Atlanta-based catering, food service and event company Proof of the Pudding on its recent acquisition by Bruin Capital. Oaklyn Consulting assisted Proof of the Pudding in evaluating potential partners and negotiating the transaction....
Oaklyn Consulting Congratulates Brakequip on Acquisition by AGS Automotive Solutions
Oaklyn Consulting congratulates Brakequip, LLC, a Tennessee-based manufacturer of DIY systems for tubes and hoses, on its acquisition by leading aftermarket manufacturer/distributor AGS Automotive Solutions, a portfolio company of 3 Rivers Capital. Oaklyn Consulting...
Features
4 Tips for Pitching Investors in Today’s Economy
Read the article in CFO.Any company that intends to grow past a certain point eventually reaches the familiar milestone of pitching to private capital sources in hopes of securing additional funding. Those businesses that tend to be most successful are the ones that...
Resolving Conflicts in a Family Business
Read the article in Small Business Current.When family members run a business together, the experience often draws them closer, but there are inherent risks as well. Having years of personal history with one’s co-workers can sometimes lead to non-work disputes...
How To Work Through Conflicts In a Family Business
Creating a family business comes with a lot of positives, as well as a lot of challenges. Here’s how to handle those conflicts as they arise. Thanks to The American Genius for having me! Read the article in PDF.Anyone who’s managed a business with other family members...
Ask Us Anything
Selling and Retirement
Ask Us Anything Dear Oaklyn Consulting, I’m 61 years old and have been working in/running my business for 40 years. I want to retire and I don’t know if I can find a buyer that will pay enough to allow me to retire comfortably on the proceeds. What options should I...
Is Now The Right Time To Sell My Business?
Ask Us Anything Dear Oaklyn Consulting, For the last five years, I’ve been making 65% to 75% gross profit. I know in the next few years, gross profit is going to shrink because of new competition coming into the market. What advice do you have for me to consider...
Help Me With a Conflict in My Family Business
Ask Us Anything Dear Oaklyn Consulting, Three members of our family business (a father and two sons) are not getting along. The father isn't retiring and wants to control the business, while the sons would like to sell the business. What advice do you have for the...
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