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News & Insights

At Oaklyn Consulting, we aim to provide valuable insights and updates to business owners, CEOs, CFOs, investors, and the professional community.

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.

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Case Studies

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News

Insights

How to Navigate Business Debt and Equity Options

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...

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Deals

PlumSlice Acquired by Digital Wave Technology

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...

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AAC Utility Partners Acquired by E Source

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...

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Features

Resolving Conflicts in a Family Business

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...

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How To Work Through Conflicts In a Family Business

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...

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Monty Bruell Interview with Business Radio X

Monty Bruell Interview with Business Radio X

Our Monty Bruell sat down with Business Radio X to discuss succession planning in minority and women-owned businesses. Listen on Spotify or Amazon Music or read the transcript below!INTRO: Broadcasting live from the business RadioX Studios in Atlanta, Georgia, it's...

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Ask Us Anything

Help Me With a Succession Plan

Help Me With a Succession Plan

Ask Us Anything Dear Oaklyn Consulting, It’s been a really hard year. I own a business that I’ve been successfully running for the last 15 years. I’ve had some health troubles that have pushed me to a position where my doctors are suggesting that I need to retire...

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Help Me With Acquiring a Business

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...

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Help Me Develop a Sellable Asset

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...

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As Featured In

Forbes Business Council