M&A, Tax and CFO Advisory for Growing Businesses
As a business owner, you’ve poured your heart and soul into building your company. When it’s time to maximize cash flow and your business valuation, you need a trusted advisor who understands the unique challenges you face. Our team has a proven track record of working with owners to achieve their goals. We provide customized solutions including a full suite of CFO services, tax advisory and M&A. Let us help you navigate the complexities of business ownership with confidence. Learn More >
Custom Solutions
for Your Business
Mergers & Acquisitions
Whether you are looking to sell your business or acquire a competitor, we act as your advocate and advisor. Shadow Lake manages the entire transaction guiding you through the unfamiliar process. Our goal is to maximize the value of your business while also providing a great outcome for your employees.
CFO & Accounting Services
Shadow Lake’s CFO & Accounting Services provide privately owned businesses the financial leadership needed to thrive. Our team offers dedicated, comprehensive support including monthly accounting & financial reporting, budgeting and strategic CFO guidance. We work closely with you to enhance efficiencies, discover actionable patterns and mitigate risks—aligning your financial strategy with your long-term goals and ensuring a strong foundation for success.
Tax Advisory
Our team handles complex, efficient tax strategies to minimize business and personal taxes. We file timely and accurate tax reports for business owners and their outside investors.
Growth Capital
Shadow Lake leverages its extensive industry relationships across the capital markets ecosystem encompassing hundreds of investors willing to invest $10-$100+ million per transaction. We focus not only on obtaining the ideal amount of capital but also identifying a great cultural fit with you and your team.
Management Buyout
If you are an owner, a management buyout can provide the opportunity for your dedicated team to own the business they have been helping you operate. We work with owners and management teams to identify the optimal financial structure and partnership to maximize the value of the business while also creating significant upside for the management team.
Hear From a Client
“If you’ve never been through an M&A process like this before, it’s truly impossible to understand what it takes to close a transaction, let alone the ideal transaction, which is what I achieved working with Andrew and Michael and their team.”
– Curt Terrace, Founder and CEO of Aerial Bouquets