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M&A Advisory2021-03-01T14:03:28-06:00

M&A Advisory: About Lakes Business Group

What’s the difference between businesses that sit, and businesses that sell? The difference is Lakes Business Group, Inc., a premier M&A advisory company.

Since 2008, Lakes Business Group, Inc. (LBG)  incorporates the large public stock investment banking mentality to the lower Middle Market Client. Historically, these clients have been underserved as too small or too expensive to support by the Boutique Investment banking firms…. This is our sweet spot.

LBG incorporates state of the art technology and critical path approach target marketing which provides local representation with a global reach to an engagement, helping leverage value up – getting the most money for your business.

Lakes Business Group, Inc. is an M&A advisory services firm with offices located in Wisconsin and operating throughout the Midwest and the world. Focused on the full or partial sale, divestitures or mergers of middle- market businesses in niche markets, LBG handles M&A transactions specializing in assisting management buyouts, business reconstruction,  divestitures, value maximization of sales transactions and the end-to-end evaluation of a specific clients’ needs.

Our strong team of unique backgrounds provides us an opportunity to provide our clients with an unparalleled skill set to work in their best interest to reach their goals during their success planning process.

WE ARE PROUD TO BE MEMBERS OF THE FOLLOWING ORGANIZATIONS:

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Our Team

For your security, all members of our staff are licensed.

Timothy Bullard

 CEO

CEO, Tim Bullard, has been the Global M & A asset divestiture of one of America’s oldest global trading… Read More

Mark Smith

BOARD MEMBER

Mark has spent the last thirty years of his career in small business. His first venture was to take a small,… Read More

Joe Braier

PRESIDENT

Joe is a seasoned M&A Advisor and current shareholder at Lakes Business Group.  He also has the CVA certi… Read More

Andrew Schmelzer

SHAREHOLDER

Andy brings over 20 years of marketing, branding and sales experience both nationally and internationally to… Read More

Larry Heck

VP OF CLIENT SERVICES

As an experienced M&A Advisor and Exit Strategy Planning Advisor, with over 26 years of being an owner in… Read More

Michael Szmanda

VP OF CLIENT SERVICES

Michael joined VR in 2010 and has been a top producer throughout his tenure (most recently, he was recognized… Read More

Tree Peterson

MARKETING & ADMIN ASSISTANT

Theresa, who goes by Tree, comes from an IT/Web Company where she worked with clients to provide monthly report… Read More

Destiny Wallen

CLIENT SERVICES COORDINATOR

Destiny comes to Lakes Business Group, Inc. as a licensed support Agent and Client Services Coordinator…. Read More

Sue Bullard

CORPORATE COMPLIANCE

Bio Coming Soon… Read More

Steven Aubrey

VP OF CLIENT SERVICES

Steve’s business experience is remarkable in both its depth and diversity.   His professional career has… Read More

Spencer Thomason

VP OF CLIENT SERVICES

Spencer spent 35 years as a business owner and during that period bought and sold several related businesses… Read More

Jon Gutoski

VP OF CLIENT SERVICES

Jon Gutoski has over 15 years of experience in Finance spanning several industries including big 4 CPA firms,… Read More

Scott Gray

VP OF CLIENT SERVICES

Scott Gray is an accountant and former real estate agent with a propensity for helping business owners simplif… Read More

Steve Dykstra

VP CLIENT SERVICES

Steve Dykstra brings a wealth of experience in business consulting, sales, technology, finance and real estate… Read More

James Wandorff

VP CLIENT SERVICES

James is an experienced finance and operations professional with over 12 James has a triple major in accountin… Read More

Nicole White

SHAREHOLDER

Nicole has 10+ years experience in the M&A world, and was the #1 Sales Agent World Wide for first quarter… Read More

Sheila Firari

VP OF CLIENT SERVICES

Sheila brings 30 years+ of experience as a well-connected entrepreneur and Real Estate Broker in the local are… Read More

Our Team

For your security, all members of our staff are licensed.

Timothy Bullard

CEO

CEO, Tim Bullard, has been the Global M & A asset divestiture of one of America’s oldest global trading…

Read More

Mark Smith

BOARD MEMBER

Mark has spent the last thirty years of his career in small business. His first venture was to take a small,…

Read More

Joe Braier

PRESIDENT

Joe is a seasoned M&A Advisor and current shareholder at Lakes Business Group.  He also has the CVA certi…

Read More

Andrew Schmelzer

SHAREHOLDER

Andy brings over 20 years of marketing, branding and sales experience both nationally and internationally to…

Read More

Larry Heck

VP OF CLIENT SERVICES

As an experienced M&A Advisor and Exit Strategy Planning Advisor, with over 26 years of being an owner in…

Read More

Michael Szmanda

VP OF CLIENT SERVICES

Michael joined VR in 2010 and has been a top producer throughout his tenure (most recently, he was recognized…

Read More

Tree Peterson

MARKETING & ADMIN ASSISTANT

Theresa, who goes by Tree, comes from an IT/Web Company where she worked with clients to provide monthly report…

Read More

Destiny Wallen

CLIENT SERVICES COORDINATOR

Destiny comes to Lakes Business Group, Inc. as a licensed support Agent and Client Services Coordinator….

Read More

Sue Bullard

CORPORATE COMPLIANCE

Bio Coming Soon…

Read More

Steven Aubrey

VP OF CLIENT SERVICES

Steve’s business experience is remarkable in both its depth and diversity.   His professional career has…

Read More

Spencer Thomason

VP OF CLIENT SERVICES

Spencer spent 35 years as a business owner and during that period bought and sold several related businesses…

Read More

Jon Gutoski

VP OF CLIENT SERVICES

Jon Gutoski has over 15 years of experience in Finance spanning several industries including big 4 CPA firms,…

Read More

Scott Gray

VP OF CLIENT SERVICES

Scott Gray is an accountant and former real estate agent with a propensity for helping business owners simplif…

Read More

Steve Dykstra

VP CLIENT SERVICES

Steve Dykstra brings a wealth of experience in business consulting, sales, technology, finance and real estate…

Read More

James Wandorff

VP CLIENT SERVICES

James is an experienced finance and operations professional with over 12 James has a triple major in accountin…

Read More

Nicole White

SHAREHOLDER

Nicole has 10+ years experience in the M&A world, and was the #1 Sales Agent World Wide for first quarter…

Read More

Sheila Firari

VP OF CLIENT SERVICES

Sheila brings 30 years+ of experience as a well-connected entrepreneur and Real Estate Broker in the local are…

Read More

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