M&A Advisory: About Lake Country Advisors
What’s the difference between businesses that sit, and businesses that sell? The difference is Lake Country Advisors., a premier M&A advisory company.
Since 2008, Lake Country Advisors. (LCA) 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.
LCA 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.
Lake Country Advisors. 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, LCA 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.
Our Team
For your security, all members of our staff are licensed.
Timothy Bullard
FOUNDER
CEO, Tim Bullard, has been the Global M & A asset divestiture of one of America’s oldest global trading…
Timothy Bullard
PRESIDENT, CEO
CEO, Tim Bullard, has been the Global M & A asset divestiture of one of America’s oldest global trading firms with clients such as Microsoft, Mercedes, Disney, Valvoline, Avon, K-Mart, 3M and Ameritech. Tim is also credited as the Founder of CRCA, a corporation with 100+ million dollars in annual sales out of Chicago, IL. He has started a total of eleven businesses to date and has retired twice only to open a VR franchise in Wisconsin for the sole purpose of providing what he couldn’t find when he moved to Wisconsin “… a business broker that knew what they were doing and could provide the service I would expect when I was trying to buy a business…” He has been written up in the Chicago Tribune multiple times, Nation’s Business magazine, and The St. Petersburg Times, just to name a few.
Joe Braier
CEO / PRESIDENT
Joe is a seasoned M&A Advisor and current shareholder at Lake Country Advisors. He also has the CVA certi…
Joe Braier
SHAREHOLDER
Joe is a seasoned M&A Advisor and current shareholder at Lake Country Advisors. 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 Lake Country Advisors 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.
Andrew Schmelzer
SHAREHOLDER
Andy brings over 20 years of marketing, branding and sales experience both nationally and internationally to…
Andrew Schmelzer
SHAREHOLDER
Andy brings over 20 years of marketing, branding and sales experience both nationally and internationally to the Lake Country Advisors. team. With an MBA from Edgewood College, experience negotiating intellectual property and licensing coupled with his depth in business management experience, Andy is a great asset to our team. Andy’s extensive marketing and management consulting experience drives his success in business sales, and mergers & acquisitions.
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…
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 different businesses, Larry relates very well with entrepreneurs and business owners as he works closely with clients to guide them through each step of their selling or buying process. Larry’s business owner experience in personally running and then selling his businesses give him special insight and understanding of clients’ needs which ensures a smooth, successful, and timely transaction.
As founder and President of a business for 12 years in the sports/golf services industry and co-owner and Vice President of a business in the food industry for 15 years prior to that, he has built a commitment to client-oriented service and high standards of professionalism, honesty, and integrity.
As Vice President, Larry utilizes creativity and out-of-the-box solutions along with the proven VR-Lake Country Advisors systems to deliver needs to clients engaged in industries such as manufacturing, distribution, engineering, professional services, sports, investments, and more. Many business owners are either overwhelmed with the thought of exiting or are so busy fighting daily business fires that they think they cannot plan their exits. Larry can help with this most important lifelong financial transaction.
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…
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 as a Top 10 Broker for all of the VR Global Network – 2013). He has extensive experience in sales, finance, negotiations and creative deal making. Born and raised in Southeastern Wisconsin, he has earned success with smaller local firms as well as Fortune 500 companies. Michael has consistently been recognized as a top performer by national and international companies such as Sprint Corporation, National City Bank and Merrill Lynch. His vast and diverse experience coupled with creative problem solving make him an asset to both this firm, and his clients.
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…
Tree Peterson
MARKETING & ADMIN ASSISTANT
Theresa, who goes by Tree, comes from an IT/Web Company where she worked with clients to provide monthly reporting on search engine optimization and statistical reporting. She also performed periodic maintenance on the websites including file uploads and site changes and/or additions. Her past experience also includes search engine optimization and marketing on the sites as well as administrative support in the office. Tree’s role at VR Lake Country Advisors makes use of her past internet experience as well as her attention to detail and multi-tasking skills.
Destiny Wallen
CLIENT SERVICES COORDINATOR
Destiny comes to Lake Country Advisors. as a licensed support Agent and Client Services Coordinator….
Destiny Wallen
CLIENT SERVICES COORDINATOR
Destiny comes to Lake Country Advisors. as a licensed support Agent and Client Services Coordinator. She has extensive experience in restaurant management including employee relations, inventory management, product quality control, and customer service. With a Bachelor’s in Business Management from Maranatha Baptist University, Destiny brings great customer service and organizational skills to the Lake Country Advisors. team in an effort to support the success of the business transactions.
Sue Bullard
CORPORATE COMPLIANCE
Bio Coming Soon…
Sue Bullard
CORPORATE COMPLIANCE
Bio Coming Soon…
Steven Aubrey
VP OF CLIENT SERVICES
Steve’s business experience is remarkable in both its depth and diversity. His professional career has…
Steven Aubrey
VP OF CLIENT SERVICES
Steve’s business experience is remarkable in both its depth and diversity. His professional career has spanned over 30 years across many businesses and industries in energy, wood, paper, electronics, automotive, recycling, and transportation. Prior to joining Lake Country Advisors, Steve was an Executive VP for nearly a decade at a $120MM revenue corporation. He brings with him a wealth of business relationships and deal making expertise. Steve’s experience as a corporate VP, business owner, and practiced negotiator are some of his exceptional attributes that can be leveraged in maximizing the value of your business. Steve is an University of WI -Stout alumni and currently resides in beautiful Central Wisconsin.
Spencer Thomason
VP OF CLIENT SERVICES
Spencer spent 35 years as a business owner and during that period bought and sold several related businesses…
Spencer Thomason
VP OF CLIENT SERVICES
Spencer spent 35 years as a business owner and during that period bought and sold several related businesses before selling his company in 2008. He has spent many years in communications, data networking engineering and OEM sales. Spencer has also spent time as a consultant before starting a sales organization for 6 years. After consulting for private businesses, he has decided to join the team at VR Lake Country Advisors.
Scott Gray
VP OF CLIENT SERVICES
Scott Gray is an accountant and former real estate agent with a propensity for helping business owners simplif…
Scott Gray
VP OF CLIENT SERVICES
Scott Gray is an accountant and former real estate agent with a propensity for helping business owners simplify numbers and processes to achieve results. An approach that positively influences his role as a business broker with VR Lake Country Advisors.
Scott leverages a service-focused approach and creative problem-solving to create a seamless experience for buyers and sellers; from uncovering the right opportunities to vendor management to effective start-to-finish execution.
Steve Dykstra
VP CLIENT SERVICES
Steve Dykstra brings a wealth of experience in business consulting, sales, technology, finance and real estate…
Scott Gray
VP OF CLIENT SERVICES
Scott Gray is an accountant and former real estate agent with a propensity for helping business owners simplify numbers and processes to achieve results. An approach that positively influences his role as a business broker with VR Lake Country Advisors.
Scott leverages a service-focused approach and creative problem-solving to create a seamless experience for buyers and sellers; from uncovering the right opportunities to vendor management to effective start-to-finish execution.
James Wendorff
VP CLIENT SERVICES
James is an experienced finance and operations professional with over 12 James has a triple major in accountin…
James Wandorff
VP OF CLIENT SERVICES
James is an experienced finance and operations professional with over 12 James has a triple major in accounting, marketing, and business administration as well as an MBA in finance.
His business and educational experience put him in a unique place to envision the needs of his clients and bring that to life in several ways – from budgeting to forecasting, marketing to operations. James experience provides valuable insight into the process and complexities of the negotiations required to successfully complete a business transaction; focusing on the client’s value drivers which is the key to maximizing the owners cash from the sale of their business.
Corinne Fales
M&A CONSULTANT
ith over 11 years of distinguished experience as a top-producing broker in both commercial and residential real estate, …
Corinne Fales
With over 11 years of distinguished experience as a top-producing broker in both commercial and residential real estate, Corinne brings unparalleled expertise and a client-focused approach to our firm.
A Proven Leader in Real Estate
Corinne’s career has been marked by excellence and innovation. She has earned national and local accolades for her achievements, consistently delivering exceptional results across diverse real estate markets. Her in-depth knowledge and strategic acumen have made her a trusted advisor and a standout leader in her field.
Bridging Expertise with Modern Connectivity
In addition to her real estate prowess, Corinne is adept at connecting with younger generations through technology and social media. She embraces the latest digital tools and platforms to enhance client engagement and streamline transaction processes. Her ability to leverage these modern channels ensures that she stays ahead of industry trends and effectively communicates with a tech-savvy audience.
A Fresh Perspective on M&A
With tenacity and eagerness to apply her real estate background and contemporary insights to drive success, she is an excellent candidate to coach you through the sale or purchase of your business. Her commitment to client satisfaction, combined with her proficiency in digital engagement, positions her to deliver innovative solutions and achieve outstanding results for our clients.
Ken Klein
VP CLIENT SERVICES
With a 37-year track record in medical equipment and device sales for Fortune 500 companies, Ken Klein brings a unique blend of industry expertise …
Ken Klein
With a 37-year track record in medical equipment and device sales for Fortune 500 companies, Ken Klein brings a unique blend of industry expertise and entrepreneurial acumen to Lake Country Advisors. His practical, no-nonsense approach has earned him a reputation as a trusted advisor, capable of navigating complex business deals.
Why Choose Ken?
- Deep Industry Knowledge: Ken’s extensive experience in the medical device industry provides him with a deep understanding of the nuances of various businesses.
- Entrepreneurial Mindset: Having come from a family of entrepreneurs, Ken understands the challenges and rewards of business ownership.
- Strong Mechanical Aptitude: His ability to grasp technical details makes him well-suited to evaluate businesses across industries.
- Client-Centric Approach: Ken is dedicated to helping clients achieve their goals and ensuring a smooth and successful transaction.
Need M&A Advice?
If you’re considering selling your business or need guidance on a merger or acquisition, Ken is ready to assist. Contact Lake Country Advisors today to schedule a consultation. Cell# 262.239.8393
Matt Wiedenhoeft
VP CLIENT SERVICES
Matt brings 20 years of business leadership experience, specializing in managing large product portfolios within the consumer goods ….
Matt Wiedenhoeft
Matt brings 20 years of business leadership experience, specializing in managing large product portfolios within the consumer goods industry. His extensive career spans various critical roles, including portfolio management, commercial operations, sales/marketing, and supply chain management. With a proven track record of driving market growth, optimizing supply chains, and increasing market share, Matt leverages innovative sales and marketing strategies to deliver exceptional results.
Matt’s unique combination of business experience and entrepreneurial passion enables him to offer a wide range of valuable services to his clients. His approach is built on a foundation of strong business financial acumen, effective marketing techniques, and creative deal structuring, ensuring that he can navigate even the most intricate transactions with confidence and expertise.
Dedicated to fostering long-term relationships, Matt prioritizes open communication and trust with his clients, guiding them through every step of the M&A process. Whether you are looking to buy, sell, or merge your business, Matt is committed to helping you achieve your strategic goals and maximize value.
Nathan Hayes
VP CLIENT SERVICES
Nathan has a solid foundation in real estate and sales, bringing valuable experience ….
Nathan Hayes
Nathan has a solid foundation in real estate and sales, bringing valuable experience in managing rental properties and flipping homes.
His keen attention to detail and ability to recognize and address issues as they arise have honed his problem-solving skills, allowing him to thrive under pressure.
With his strong drive for success and a desire to leverage his real estate expertise, Nathan is an excellent candidate to guide you through the complexities of buying or selling your business.
Michael Zollicoffer Jr.
M&A Consultant
With over 20 years of experience in real estate, financial services, and business sales, ….
Mike Zollicoffer
M&A Consultant
With over 20 years of experience in real estate, financial services, and business sales, Mike brings a results-driven approach and the expertise to navigate complex transactions. His background as a past mortgage loan officer and merchant sales representative, as well as a current Realtor/Broker, has sharpened his negotiation and problem-solving skills, ensuring his clients achieve success.
Based in Wauwatosa, Mike serves clients across the Midwest. A dedicated family man and active community volunteer, he has coached Wauwatosa Youth Sports and remains committed to making a positive impact while helping clients reach their goals.