Our priority is to deliver results you can count on.
When you work with us, you get the expertise and experience of large firms with more personalized attention to your specific needs.
At Lakeshore Advisory, our mission is to advise and guide our clients to make distinctive, substantial, and lasting improvements in their operations that help them achieve higher performance and growth in their business.
We show up every day to
Treat every client as though they are the only one
Put the interests of the client first
Uphold the highest ethical standards
Build long-term relationships of enduring trust and respect
Be willing to express inconvenient realities
Address the client's needs without overselling
Create a positive social impact in our local communities
How Can We Help?
SERVICES
Strategy & Business Plan Development
We help our clients optimize their business strategy through financial and strategic evaluations. We identify opportunities to improve profitability and operations with specific action steps, including assessing the economic feasibility of products, departments, cost structure, and proposed investments.
Corporate Governance Services
We guide our clients as they grow from small to medium to large, and as their compliance requirements evolve concerning oversight and regulation. We will guide them on adapting to these changes concerning management oversight and financial requirements dealing with regulators and creditors.
Mergers & Acquisitions Support
We perform financial due diligence by looking at the financial health of a target company in a buy-side transaction. We also assess the target company's business viability, including operations, future earnings, and products & services. In addition, we help clients sell their business or divisions of their business by preparing them for acquisition as sell-side advisors.
CFO & Finance Function Support
We help our clients, particularly small businesses, by acting as the CFO's right-hand support. At times the finance department can be stretched thin with day-to-day responsibilities at the expense of long-term finance department objectives. We can offer assistance to bolster existing expertise to support the finance department and the CFO's longer-term goals.
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Corporate Risk Management
We help our clients identify, document and manage business risks. Every business faces some form of risk. Effectively managing these risks is critical to the success of the business. We also assess the adequacy of the risk-mitigating procedures and controls.
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Project Management
We help our clients manage their internal projects to improve growth and profitability. Quite often, businesses embark on initiatives to grow or improve existing operations. These projects can be both in-house or through external consultants. We can oversee every step of the project: planning, sourcing skills, defining timelines, cost estimation, and success measurement metrics.
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