Founded in 2004, Lakeside Advisors is a financial advisory firm that assists companies in each phase of its corporate life cycle
Growth, Maturity and Decline
Lakeside serves businesses in decline as well as in growth with a core philosophy that
Sound Financial Management Is An Everyday Event, that
Being Right is not as Important as Being Effective,
and that any Company can
Change the Paradigm; Shift the Focus and Manage for Opportunity
Lakeside Advisors provides assistance to clients in need of business and strategic plan development, project management, financial analysis and modeling, risk assessment, analysis of strategic alternatives including mergers, acquisitions and divestitures, due diligence and the placement of debt and capital. Lakeside professionals also provide project and interim management.
Lakeside's efforts have been focused on providing large firm experience and expertise to smaller, privately/family owned middle market companies. Through our extensive network of professional relationships and involvement in numerous professional associations, we can provide a fully integrated multi-disciplinary approach to virtually any situation.
In addition to their corporate responsibilities, the Lakeside professionals also serve their communities with selected pro bono engagements (limited to not-for-profit companies; not-for-profit being a tax code designation and not merely an operating outcome!) and perform community service in areas of their own choosing.
Lakeside's underlying objective is to help clients move from raw data, to information to ultimately creating an insight that provides solutions. We focus our efforts on moving from what may be urgent to what is functionally important.