888-983-1617 [email protected]

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 stories of a few recent assignments:

1. “One-off deal” – when our client knew who they wanted to negotiate with and they didn’t want to create an auction.

When a physician group came to us, they had received an unsolicited offer for their practice from a private equity backed roll-up. We guided them through the due diligence, built a financial model for their practice, represented them in negotiations and helped them to understand the difference between being compensated as an owner and being compensated as a doctor. Most importantly, we helped them understand what a fair offer would look like. When the offer came back, it was fair, the doctors agreed that it was fair —and then they declined it. In the end, they decided that they valued their autonomy more than the money. In this case, “no deal” was the successful outcome.

2. “Making a decision” – when our client wanted to assess ‘internal’ and ‘external’ options.

One of our clients has built a profitable, fast growing business. He wants to sell most of the company, ideally to his management team, and carve out a small piece to keep for himself. He has to decide on a way to finance it and has to have buy-in from his team. Our first step was to interview the team and find out what they want out of a possible deal. Next we determined how to split the company and how to finance the transfer. Our role has been to work out the details and give everyone involved a straightforward, unambiguous set of options so that the decision is as clear as possible.

3. “Late in the holding period VC investment” – when multiple scenarios could be success.

Recently, we have been working with a healthcare software company. Their software is truly innovative and useful, but their sales cycle is long. Their investors were ready for cash returns or at least breakeven cash flow – either would work. We developed an investor presentation, and ran a version of the traditional sell-side M&A process, soliciting interest in customer relationships, joint-ventures and acquisition of the company. They will be able to work with one or more of theses potential partners to end the cash burn, sell the whole company or both. Any choice might be a successful outcome.

4. “Early stage” – when the situation is too small for a transaction fee.

A start-up financial services company approached us. They had one large investor and needed more money to expand. In the interest of frugality, they wanted to do as much of the capital-raising work as they could themselves. We worked with them to determine just how much money they needed and to establish the most effective case for fundraising. Then we helped them polish their fund-raising material and presentation. They have done most of the nitty-gritty work themselves, only using us to expand their capacity when necessary. Not many investment bankers would or could work this way.

Oaklyn Consulting Congratulates Finite Reimaging on Acquisition by CAMP Construction Services

Oaklyn Consulting helped AMP Construction Services acquire Finite Reimaging. Learn it all here.

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...

Consulting vs. Investment Banking: Which Approach Suits Your Business Needs?

Understand the main differences between investment banking and consulting. Get the best services for your business and unlock new opportunities.

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...

How to Assess Non-Profit Financial Performance: A Step-By-Step Guide

Gauge your organization’s financial health effectively. See how to assess non-profit financial performance and unlock more opportunities to accomplish your mission.

Help Me With My Seasonal Business

Ask Us Anything Dear Oaklyn Consulting, I operate a seasonal business that relies heavily on tourism and favorable weather conditions. When the weather cooperates, our company is exceptionally profitable. However, the weather hasn't been on our side for the past two...

Help With My Family Business

Ask Us Anything Dear Oaklyn Consulting, I've been running our family's small business and have been for the last 5 years. While we are an established brand who has been successful in business for over 20 years, this year is hard. Sales aren’t growing as projected....

How to Spot Warning Signs that a Deal Is in Danger

Read the article in The Middle Market.Bringing an M&A deal across the finish line can be a long and perilous road. No matter how certain a transaction might initially seem, there’s always the possibility that one party can abruptly change its plans and drop out —...

What to Do When It’s Hard to Sell Your Business (Niche or Not)

Read the article in The American Genius.There are many hurdles that can arrive when you are trying to sell your business – here are some tips to meet yours and your buyer’s needs. Having a profitable business is no guarantee that you’ll one day be able to easily sell...

3 Signs an M&A Deal Is in Trouble

Read the article in CFO.Spotting signs of trouble early is critical for CFOs to prevent a deal from derailing. Not every CFO will experience M&A firsthand during their career. But those who do typically find that their existing skillset makes them a crucial asset...