Office in Waukesha, WI
(262) 420-1998 | info@lakecountryadvisors.com
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Join Our Team2022-10-19T12:44:43-05:00

Join Our Team

Are you teachable? Are you a good listener? Most Lake Country Advisor Team Members have been business owners, sales professionals, or have come from transaction-oriented industries. They’ve had sales, management or finance experience and are known to be flexible, determined, and have a good sense of humor.

Consultants/Business Brokers Wanted – No Experience Needed.

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    We provide in-depth training and mentoring in our unique team approach. You will be required to pass the Wisconsin Real Estate exam to get licensed.

    What is involved to Succeed?

    The primary role of a business broker is to assist owners in selling their business when it’s time for their exit strategy.

    BUSINESS DEVELOPMENT
    Obtain clients through networking, direct marketing, social media, cold calls, and other forms of contact.

    EVALUATION
    Appraise businesses to determine an accurate market value using financial data and industry.

    MARKETING
    Once an engagement agreement is signed, brokers and the office will work on the presentation of the business and marketing strategies.

    SCREENING
    Develop and work with prospective leads for the firm’s business engagements.

    TRANSACTION MANAGEMENT
    Work with sellers to secure a favorable price, as well as working with, buyers, bankers, accountants, attorneys, and others in the negotiation process to ensure a successful completion of the process.

    Number of Business Transactions is Growing Due to the Following:

    • Aging Business owners – There are numerous baby boomers who need to sell their businesses due to retirement.
    • Buyer Demand – High demand from individual buyers who want to “be their own boss” and own a business.
    • Strategic Growth – Companies looking to acquire other companies as a part of their growth strategy.

    Lifelong Career Opportunity that Offers Flexible Hours and Lifestyle

    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 Lake Country Advisors.  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 our team 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 Lake Country Advisors. as a licensed support Agent and Client Services Coordinator…. Read More

    Sue Bullard

    CORPORATE COMPLIANCE

    Sue has been with our team since the start in 2007. 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

    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 Wendorff

    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

    Sean Scannell

    Sean Scannell

    VP OF CLIENT SERVICES

    Sean joined the firm in 2013 with a background in technology and finance management. 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 Lake Country Advisors.  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 Lake Country Advisors. 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

    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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