About Us
At WindLake, we understand the confidence and financial security that comes from a successful sale transaction. It’s a special moment when all those years of hard work and sacrifice are rewarded at closing. You’ve seen it happen to others, and now it’s your turn.
To accomplish a successful sale transaction, you have to take the first step.
The decision to sell your company should never be taken lightly. There are several factors to consider, and sometimes it’s difficult just trying to keep it all straight. If you’re not careful, you could easily make a costly mistake that could put you several years behind financially.
Just the thought of this can sometimes cause a business owner to hesitate, left with feelings of uncertainty and vulnerability. You know you need to do something, but the fear can sometimes be immobilizing.
We believe every business owner deserves to know their options, especially when it relates to their life's work. We understand how challenging an ownership transition can be, and it’s often difficult to navigate all the changes along the way by yourself.
Since 2001, we’ve helped hundreds of business owners take charge of their financial destiny.
Here's how it works:
Schedule a call to discuss where you want to go and together we’ll create a plan to get there
Follow the roadmap uniquely suited to your objectives. No more guessing, hoping or procrastinating
Reach your financial destiny and complete your journey. Then you can start planning the other journeys you have yet to explore
Schedule a call with us today so you can avoid making a costly mistake and start enjoying the clarity, financial security and peace of mind you truly deserve.
Managing Director
The WindLake team is led by Brian Gross, the Founder and Managing Director of WindLake Capital Advisors, LLC.
Leveraging over 25 years of experience in the legal and financial services industries, Brian brings extensive merger, acquisition and corporate finance knowledge to each client transaction.
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