Joe Braier

Joe is a seasoned M&A Advisor and current shareholder at Lakes Business Group.  He also has the CVA certification for business appraisals.  He has won a number of awards as a top M&A Advisor each year dating back to 2011.  Since joining the Lakes Business Group team back in 2009, Joe has worked with business owners in all industries, but has a primary focus in the manufacturing, distribution, technology, and medical industries.  Joe has a passion for athletics and volunteers as a coach in the Pewaukee Youth Sports programs.  He lives in Pewaukee, WI but provides services for buyers and sellers throughout the Midwest.

Team Members

Joe Braier
Shareholder
Joe is a seasoned M&A Advisor and current shareholder at Lakes Business Group.  He also has the CVA certi
Sheila Firari
Vice President of Client Services
Sheila brings 30 years+ of experience as a well-connected entrepreneur and Real Estate Broker in the local are
Michael Szmanda
Vice President of Client Services
Michael joined VR in 2010 and has been a top producer throughout his tenure (most recently, he was recognized
Larry Heck
Vice President of Client Services
With over 26 years of being an owner in different businesses, Larry relates very well with entrepreneurs and b
SUE BULLARD
CORPORATE COMPLIANCE
Tree Peterson
Marketing & Admin Assistant
Theresa, who goes by Tree, comes from an IT/Web Company where she worked with clients to provide monthly repor
Destiny Wallen
Client Services Coordinator
Destiny comes to Lakes Business Group, Inc. as a licensed support Agent and Client Services Coordinator. She h
Andrew Falci
Vice President of Client Services
Andrew has over 25 years of business leadership experience in sales, management, marketing and business owners
Dan Williamson
Senior Vice President of Client Services
25 years experience
Mark Smith
Partner
Mark has spent the last thirty years of his career in small business. His first venture was to take a small, f
Nicole White
Shareholder
Nicole has 10+ years experience in the M&A world, and was the #1 Sales Agent World Wide for first quarter
Timothy Bullard
President, CEO
CEO, Tim Bullard, has been the Global M & A asset divestiture of one of America’s oldest global trading
Andrew Schmelzer
Shareholder
Andy brings over 20 years of marketing, branding and sales experience both nationally and internationally to t
Sean Scannell
Vice President of Client Services
Sean Scannell comes to us with several years experience working and consulting in small business in Madison. S