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.

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.

Oaklyn Consulting Congratulates Medecipher on Acquisition by SnapCare

Oaklyn Consulting congratulates Denver-based cloud-based software developer Medecipher Inc. on its acquisition by SnapCare, a leading healthcare workforce solutions provider. Oaklyn Consulting assisted Medecipher in negotiating the business terms of the transaction....

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...

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...

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...

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...

Can a Nonprofit be Acquired by a Corporation? 

Can nonprofits be acquired by corporations? Is it a good idea for for-profit businesses to acquire nonprofits? Learn everything you need to know.

Venturing into Capital: Understanding Small Business Private Equity  

Explore small business private equity and all of its alternatives to reach new heights for capital in your company.

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...

How to Merge Nonprofits: Acquisition, Stakeholders, Post-merger Integration, and More

Merging nonprofits is not as hard as it sounds. Just make sure goals are aligned, assets are well assessed, and that you have the right advisors by your side.