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Tailored Services for Any Client Need

At Shadow Lake Advisors, we offer tailored services to meet the unique needs and objectives of founder and family-owned businesses. Our experienced professionals work with you to develop customized solutions, including the sale of your business, growth capital, and exit planning.

M & A

Our team utilizes an extensive network of institutional investors to maximize the value of your business when the time is right to sell.

With significant transaction experience across a broad spectrum of industries we guide clients through the entire transaction process including identifying the right qualified buyers, marketing the transaction and preparing all business, industry, financial and accounting information desired by investors in order to drive a bidding war resulting in maximum value and the right cultural fit for your team following the transaction.

Growth Capital

Does demand for your service or product exceed your ability to fund the required growth?

Partnering with an investor or identifying the right commercial bank or alternative lender can propel your business to the next level. Shadow Lake has the experience and network to identify the correct capital source to step on the gas and take your business to new heights.

Management Buyout

Owners often prefer to sell their business to their own management team who they frequently view as extended family.

In the case of a Management Buyout, Shadow Lake identifies the capital partner to not only provide the owners the proceeds they deserve but also help the management team find a cultural fit to continue the growth and legacy of the founders with the right partner.

ESOP

In unique circumstances an ESOP is the right choice for a business that would like to spread ownership across all employees.

The Shadow Lake team works with a variety of specialized advisors to structure an ESOP that works for current owners and future employee owners. The regulatory requirements of an ESOP are highly complex and require specialized guidance that our team is capable of providing.

Debt Advisory

Taking on debt is often the right choice for a business owner who requires outside investment to continue their company’s growth.

Our Debt Advisory practice utilizes extensive relationships across hundreds of lenders to identify the debt partner with not only the right interest rate but the right terms to maximize the long-term value of your business.

Valuation Advisory

A business can be in need of a valuation or fairness opinion for a variety of reasons.

Including family members buying out the interest of other family members, board of director approval for a merger or acquisition, divorce, lawsuits or tax purposes. The Shadow Lake team has decades of valuation experience that can be utilized for an optimal outcome.

Exit Planning

Selling a business is often a once in a lifetime event.

The Shadow Lake team frequently begins working with a client years before an eventual transaction providing an exit opportunity. Our accounting expertise and knowledge of the investor landscape enables us to provide advice and guidance that will pay off handsomely once a founder or family is eventually ready to exit their business to the right buyer.