Building a Valuable Business is Only Half the Journey.

Customized M&A Solutions

Clarity • Financial Security • Peace of Mind

Are You Worried About…

 

  • A lack of sound succession planning?

  • The concentration of wealth in your business?

  • New regulations on the horizon?

  • A change in tax law?

  • Running out of money?

  • Making a costly mistake?

  • What retirement will bring?

  • The effect selling will have on your lifestyle?

 

Your Business is Your Life's Work

The WindLake Advantage empowers you with:

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The Knowledge and Techniques
to Avoid Costly Mistakes

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A Thorough Understanding
of Your Options

A Better Way to
Navigate Change

 
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A Proven Process to
Maximize Value

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A Focus on Financial Security
through Diversified Wealth

 
 

While Buyers Do this Everyday,
Most Sellers Do this Once in Their Lifetime

  • “I've never had the pleasure of working with anyone quite like Brian Gross. He was available to me literally seven days a week and 24 hours a day. Regardless of the complexity of my concem or question, he took whatever time it took at the moment I needed him to make sure that I understood and was comfortable with the issue. When we knew little about the M&A universe and even less about whether we really wanted to venture down that path, Brian took extraordinary time to educate us on how a process would work, what the pros and cons would be and what things we should consider before making a decision. He's an exceptional communicator with a unique ability to break down even the most complex issues to make them easy to understand. In my mind, Brian more than paid for himself before we spoke to a single buyer.“

    Mark Stevens
    President and Chief Executive Officer at Transilwrap Company, Inc

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  • "Brian went to extraordinary efforts in facilitating the sale of our company. The deal involved multiple transactions and needed to occur in a very tight window. Brian worked tirelessly, represented our interests thoroughly, and kept us focused on our outcome - no matter what obstacle crossed our path. Without Brian's insights and resolve, I'm sure that we would have never bridged the gaps on several key issues, nor would we have attained our final selling price. Brian was incredibly persistent, yet unbelievably patient with us and far exceeded our expectations."

    Dave Eglinton

    Chief Operating Officer and President of the Consumer Products Division at L.R. Nelson Corporation

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  • "I worked with Brian Gross on a very challenging distressed sale. Brian helped identify strategic buyers for certain assets of the business and helped to structure a management buyout for the remaining assets. Brian was very creative in his approach which ultimately maximized the value of the assets in a very short period of time. He was a pleasure to work with and a real team player."

    Brian Metzger
    Partner at Silverman Consulting

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  • "I've worked professionally with Brian Gross on a number of complex M&A transactions through the years. He quickly gains the trust and respect of his clients. He has a methodical, constructive, intelligent, creative and very professional approach to the business side of selling a business. He always adds tremendous value."

    Brian Kerwin, Esq.
    Corporate Partner Duane Morris LLP

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  • "Working with Brian Gross is an absolute delight! He always follows up on every issue pertaining to the opportunity. Brian will work day and night to get the deal closed!"

    J. Sherman Henderson III
    Founder CEO The Derby Agency, LLC

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Take Charge of Your Financial Destiny

1

Schedule a Call

Peace of mind comes from clarity. Decide where you want to go and together we’ll create a plan to get there.

2

Follow the Roadmap

No more guessing, hoping or procrastinating. There’s a roadmap uniquely suited to your objectives. Plan your trip and stay the course.

3

Reach Your Financial Destiny

Sit back, appreciate what you’ve accomplished, and start planning the other journeys you have yet to explore.

Frequently Asked Questions

 

  • Yes. In fact, the most important thing you can do for your business and financial future today is take the first step! There are many attractive options available in today’s market.

  • Yes. It’s very important for you to be cautious when receiving inbound buyer calls. Sometimes these are legitimate inquiries, but many times they’re not. We offer a special program whereby we’ll do all the follow-up, screening and evaluation of these prospective buyers and offers on your behalf. This way, you can focus on the business while getting the help you need.

  • This is a common frustration for business owners and you’re not alone. Most times, the reason for a failed sale attempt can be tied back to one of two reasons:

    1. The business was not prepared properly for sale; and/or

    2. You or your advisor didn’t follow a disciplined process to ensure success.

    We’re more than happy to discuss your specific situation so you can get your sale objectives back on track.

  • No. We provide a valuation assessment to you at no cost as part of our pre-engagement process.  We feel it’s important to get all the facts on the table before making a financial commitment to one another. If you were sold a valuation but were unsuccessful in selling your company, we’ll provide a full credit against our success fee for any previous seminar valuation fees you incurred (up to $50,000). This way, even if you were unsuccessful the first time, you’ll still realize value from this earlier investment. It doesn’t get any better than that!

  • We’re always happy to help business owners understand their options, regardless of size. In most cases, our services are best suited for owners of privately-held businesses with revenues ranging between $10-$150 million.