Where Leaders
Forge New Realities
OUR PHILOSOPHY
You’ve built a successful business. Now, you’re thinking bigger.
At Lafayette & Oak, we partner with established business owners ready to break through their next ceiling—through smart acquisitions, structured capital, and sharper operations.
This isn’t reinvention. It’s evolution.
You’ve earned your expertise by building real results. We help you scale with clarity, grow with precision, and protect what you’ve built.
This next chapter shouldn’t feel like a gamble—it should feel like the payoff.
WHO WE SERVE
Supporting proven business owners ready to scale beyond the plateau.
We work with entrepreneurs who’ve done the hard part—you’ve built a profitable business. You’re doing $3M–10M in EBITDA, but you know there’s more ahead.
Whether it’s acquisitions, new markets, or building something that lasts, we help you scale with strategy, structure, and aligned capital.
This isn’t startup talk. It’s for builders who’ve earned their stripes—and are ready to turn momentum into legacy.
We Partner With Leaders Who:
- Operate with Discipline
- Think Like Strategists
- Act with Ownership
- Lead with Vision
- Welcome Accountability
- Invest in the Long Game
Discover How Far Your Business Can Go.
THE EXPERIENCE
How We Partner
At Lafayette & Oak, we partner with established business owners ready to scale with strategy and control. Our program combines capital, advisory, and acquisition playbooks to grow revenue, boost enterprise value, and expand impact—without giving up what you’ve built.
Coaching
Personalized
Coaching
You’ve built a strong business, we help sharpen it. Our coaching identifies your biggest opportunities to scale and equips you with proven strategies to execute without burnout or guesswork.
Planning
Strategic
Planning
You don’t need theory, you need traction. We help you build a clear, executable growth strategy that aligns with your business model, industry, and long-term goals.
INVESTMENT
CAPITAL
INVESTMENT
Capital shouldn’t be your constraint. We help you secure the right funding—debt, equity, or hybrid—so you can grow smart without draining reserves or overextending.
Growth
Continued
Growth
Growth doesn’t stop post-close, and neither do we. We guide you through integration and long-term strategy to help you scale with confidence and protect what you’ve built.
Business Loans Secured
Business Acquisitions Completed
Moments of Leveraging Doubt
Hours of Coaching Annually
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Trusted PartnershipWe’re not just advisors, we’re seasoned operators who work shoulder-to-shoulder with you. Your vision drives the blueprint. Our job is to help you execute it with clarity, discipline, and results. When you win, we win.
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Tailored SupportThere’s no one-size-fits-all path to growth. We tailor every move to your specific goals, leadership style, and business model—so you scale in a way that feels aligned, not forced.
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Network of OpportunitiesYou’re getting more than just a partner. You’re gaining a high-performing network. Tap into deal flow, shared insights, capital introductions, and strategic referrals from a vetted community of operators walking the same path.
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Enduring Impact, Continuous EvolutionWe don’t disappear after Day 1. From acquisition planning to integration and expansion, we stay engaged; helping you evolve with every milestone and challenge.
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Leadership Legacy, Future of FreedomYou’ve built something meaningful. Now it’s time to multiply it. We help you turn your legacy into lasting enterprise value while creating the freedom and flexibility that ownership should bring.
Meet the mentors behind your next level
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ABHI GOLHAR
As the founder of Lafayette & Oak and Managing Partner of Meridian 84, Abhi Golhar brings deep experience guiding lower middle-market businesses through growth, transition, and transformation. His journey—from wins to wipeouts—has shaped a leadership style grounded in resilience, strategic precision, and a relentless pursuit of excellence.
Abhi believes big breakthroughs begin with self-doubt and that with the right structure and strategy, any challenge can become a launchpad. He doesn’t just teach growth—he builds it. And he helps others do the same.
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JOHN WILEY
With decades of hands-on leadership in real estate and business operations, John Wiley has guided companies to meaningful growth and lasting profitability.
As a seasoned coach in both strategy and mindset, John blends visionary thinking with practical execution—turning ambitious goals into measurable wins. His mentorship is a cornerstone of the Lafayette & Oak experience, helping leaders lead smarter, scale faster, and stay grounded through every phase of growth.
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DR. PHILLIP HEARN, ED.D
Our first trailblazer. Dr. Phillip Hearn brought more than 20 years of executive experience across telecom, real estate, and corporate operations to Lafayette & Oak—and became the first to turn strategy into scale.
As the founder of Helix Management Group, Dr. Hearn leveraged his cross-industry expertise and operational precision to build a platform focused on roll-ups and government services integration. His disciplined approach and growth mindset made him the ideal inaugural partner—proving what’s possible when vision meets execution.
Scale smarter. Grow faster. Keep control.
Lafayette & Oak offers strategic mentorship, key resources, and a like-minded community that values your experience and ambition.
Our invitation-only cohorts are built for seasoned professionals ready to accelerate their entrepreneurial journey—with the support, insight, and momentum of a high-caliber peer group.
OUR PROCESS
Partnering with Lafayette & Oak
Your next chapter begins with intention—and the right partner. This journey isn’t about checking a box. It’s about scaling purposefully, with strategy, capital, and a trusted team beside you. At Lafayette & Oak, we don’t just facilitate deals. We forge long-term partnerships with operators who’ve earned their expertise and are ready to own what’s next.
Tell us about your background, goals, and vision. It’s a quick step that begins a deeper conversation.
BeginMeet with our team to explore your fit within the Lafayette & Oak ecosystem. This is where alignment meets opportunity.
BeginIf selected, you’ll join a cohort of high-caliber peers and begin a transformational journey of ownership, scale, and leadership evolution.
BeginFAQs
You asked.
We answered.
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Who is Lafayette & Oak designed for?
We work with business owners and operators who’ve already built something real, typically running $3M–10M in EBITDA, and are ready to scale smarter. Whether you’re looking to grow through acquisitions, sharpen your operation, or prepare for an eventual exit, we’re here to help you level up with strategy and support that respects what you’ve already built.
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What makes Lafayette & Oak unique?
We don’t do startup theory. We bring seasoned operators together with capital partners, playbooks, and real-world coaching to help you scale with structure and clarity. Everything is tailored to owners who’ve already put in the reps—and are now aiming for legacy-level growth.
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How do I know if I’m a good fit for Lafayette & Oak?
If you’re doing $3M–10M in EBITDA, feel like you’ve hit a ceiling, and want to grow without burning out or guessing your way forward—you’re in the right place. We work with driven, experienced leaders ready to shift from grinding in the business to strategically growing the business.
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What type of support can I expect from Lafayette & Oak?
You’ll have direct access to one-on-one coaching, seasoned mentors, sharp strategic planning frameworks, vetted capital partners, and a powerful peer network. You’ll get the tools and guidance to execute acquisitions, integrate teams, and lead with confidence—without having to figure it out alone.
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How does Lafayette & Oak help with financing?
Yes. We help you structure and access the capital needed to fund acquisitions and growth—whether that’s SBA, senior debt, mezzanine, or equity. We’ve built deep relationships with capital markets who understand our operators and their deals.
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How long is the Lafayette & Oak experience?
This isn’t one-size-fits-all. We move with you as you execute—from acquisition strategy to closing to integration and beyond. We prioritize impact, not speed, and stay engaged as long as it takes to get the deal done and scaled right.
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How do I apply to join Lafayette & Oak?
Submit an interest form. We’ll review it personally and schedule a conversation to make sure you’re aligned with our values, momentum, and the cohort you’ll join. If it’s the right fit—we get to work.
APPLY TO LAFAYETTE & OAK