Title: Selling Your Finance Expertise: How to Assess a Company’s Financial Needs and Close the Deal

Speaker: Frank Williamson, Founder, Oaklyn Consulting

Agenda:
6:00-6:15: Welcome & announcements.
6:15-6:35: Attendee introductions (everyone give a 60-90 second “elevator pitch”).
6:35-7:00: Guest speaker presentation.
7:00-7:25: Guest speaker Q&A (less time for Q&A if speaker would like to go over).
7:25-7:30: Closing words & reminders.
7:30 - : Networking can continue after the event.

Presentation:
Williamson will discuss networking tips for successfully selling your financial expertise, including the types of questions to ask prospective clients or companies to learn about their financial challenges and to uncover the deeper issues behind such challenges. He will also discuss how to nurture the relationship once an opportunity arises so that the end result is a “yes.” In addition, Williamson will discuss the best techniques for closing deals—within M&A and other professional opportunities—and lessons he’s learned from the multiple deals he’s facilitated.

About Frank Williamson and Oaklyn Consulting:
Based in Chattanooga, Tenn., Oaklyn Consulting works with business owners to navigate strategic issues and challenges, such as responding to an offer to buy the company, determining why and how to pursue growth funding or how to transition management within the business.

With experience that spans Fortune 500 companies to startups, Williamson has closed more than $7 billion in mergers, acquisitions and financing transactions, ranging from $500,000 to $1 billion, and has held leadership positions in corporate development, strategy, merger integration, finance, sales, marketing and investments.

For more information, visit: www.oaklynconsulting.com