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
Oaklyn Consulting Adds Two Seasoned Business and Finance Professionals
CHATTANOOGA, Tenn., March 16, 2017 — Oaklyn Consulting, a business financial strategy firm, announced today that Jack Rainer and Chris Wright have joined the firm. In their roles at Oaklyn Consulting, Rainer and Wright will help business owners use financial analysis...
Seth Faler, Former Unum Executive, Joins Oaklyn Consulting
Seth Faler served as director of corporate development and capital management for Fortune 500 insurance company. CHATTANOOGA, Tenn., Sept. 9, 2016—Oaklyn Consulting, a business financial strategy firm that launched in August, announced today that Seth Faler has joined...
Former FourBridges Capital Advisors Managing Partner Launches Oaklyn Consulting – A Business Financial Strategy Firm
New firm helps businesses evaluate their financial position to make decisions about funding growth, managing challenges, selling the company and other strategic matters Unique á la carte CFO services for growing or transitioning companies CHATTANOOGA, Tenn. August 16,...
Insights
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.
How to Increase Business Value Before a Sale
Learn how to increas your business’ value to maximize sale profits and attract better buyers and/or partners.
How to Navigate Business Debt and Equity Options
When closely held businesses need capital, they generally have two options — getting a bank loan or seeking out private investors. While a loan isn’t going to be a viable solution for every liquidity need a business has, it can be significantly less expensive in the...
Deals
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...
PlumSlice Acquired by Digital Wave Technology
Oaklyn Consulting is pleased to announce that Miami, Florida-based software provider PlumSlice has been acquired by Digital Wave Technology in a management-led buyout. Oaklyn assisted PlumSlice’s board of directors throughout the transaction, helping to evaluate...
AAC Utility Partners Acquired by E Source
Oaklyn Consulting is pleased to announce that South Carolina-based utility consulting company AAC Utility Partners has been acquired by E Source, a portfolio company of Align Capital Partners. Oaklyn Consulting acted as financial advisor to the owners of AAC Utility...
Features
Succession Planning for Minority and Female Business Owners
For the founders of minority and women-owned business enterprises (MWBEs), succession planning takes on a deeper significance. Our Monty Bruell explains in a guest column for Memphis Business Journal. Read the article in PDF.Any entrepreneur approaching retirement has...
Oaklyn’s Leah Williams Featured in Business Insider; She Shares 5 Strategies for Crafting Memorable Pitch Decks
We were proud to see our own Leah Williams recently spotlighted in Business Insider! Leah joined Oaklyn in June 2021 as an investor communications consultant and helps us with the important work of crafting persuasive, compelling pitch decks to help our clients tell...
The Network Journal: Why Succession Planning Is A Must For Black-Owned Businesses
At a time when Black communities tend to be underserved by the traditional mergers and acquisitions consultant structure, engaging an experienced advisor may be your best bet for a smooth transition. Our Monty Bruell offers his expertise in this interview with The...
Ask Us Anything
Help Me With Acquiring a Business
Ask Us Anything Dear Oaklyn Consulting, I am a business owner who has a substantial local presence. I’m considering acquiring a competitor that has a larger presence outside my current market. This move would expand our footprint immediately and give us the...
Help Me Develop a Sellable Asset
Ask Us Anything Dear Oaklyn Consulting, I don’t know if it’s the economy or the time of year, but it feels like every time I turn around, there is another M&A firm calling to see if I am in the market to sell my small business. I know that this is something that I...
Help Me With Selling a Business
Ask Us Anything Dear Oaklyn Consulting, I have a friend who is selling their existing business, and they want more than any buyer is willing to pay. Should they take the best terms they can get, regardless of their “valuation,” and ride off into the sunset or wait...
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