Based in Waukesha, WI, with professional reach across the nation and around the globe, our firm has ranked in the top ten international offices in the VR organization annually for over a decade. We are client focused, and an advocate to unlocking true value. With an advisory approach that benefits from the combined experience of former corporate leaders and entrepreneurs who make up our team, we pride ourselves in professional representation to the family operated, founder owned, and privately held business community. View current listings.
Left to Right: Peter King, Larry Heck, Sue Bullard, Mark Smith,
Andrew Schmelzer, Tim Bullard and JoAnn Lombardi.
Accepting the responsibility due our clients, we offer services that take into consideration the importance of confidentiality in every transaction no matter the size. Our investment bank philosophy to business sales has proven successful in the representation of our middle market clients and their needs.
In today’s market place, more and more companies are looking to “do the deal”, making it essential to surround yourself with professional advisors like those found on our VR team. We navigate our clients step-by-step through the process of either buying or selling a business, outlining the fundamental principles that underlie deals and pinpointing the important strategies that play key roles in successful transactions.
Our services include: Valuation, Exit Strategy, Transition Planning, Acquisition, Divestiture and Sale.
Each office is independently owned and operated. Our office is owned by Lakes Business Group, Inc.