CPA-Led Brokerage & Exit Advisory · Serving Cook, DuPage, Kane, Lake, McHenry & Will

Finish what
you built.

Most owners hire a broker to sell and lean on a CPA for the numbers, and the two barely speak. Lakeshore is both: a CPA-led team that gets your business ready, lists it, and runs the sale through closing. And when the fit is right, we don't just find your buyer. We can be your buyer.

Request a Free Owner Consult How we're different
CPA-led List with us or sell to us In person across Chicagoland
Why owners split the job. Why we don't.

One deal. Two disciplines.
Usually two firms.

A typical broker

What they bring

Buyers, marketing, and deal experience. A good broker knows who's acquiring in your industry this year.

What's missing

The financial cleanup that decides your multiple. Diligence surprises kill deals the broker priced months earlier.

How they're paid

Commission at closing, which rewards listing now over getting you ready first.

The Lakeshore model

The CPA and the dealmaker, one team

The accountant's work first

Books brought to a clean, GAAP-ready standard: monthly closes a buyer can trust, documented add-backs, margins that survive scrutiny.

Value built, not just measured

We implement improvements with your team: a stronger sales and marketing engine, leaner operations, internal controls, and the SOPs and manuals that let the business run without you.

Then we take it to market

We list the business, bring vetted buyers to the table, manage diligence, and negotiate through closing. Same people. No handoff.

And sometimes, we're the buyer

Lakeshore invests in and acquires Chicagoland businesses outright. If we want to be your buyer, we say so in writing up front, and you stay free to take the market instead.

How we're paid

Preparation is always a published flat fee. The listing and sale are structured for your deal, in writing, before you commit.

A CPA alone

What they bring

Clean taxes and statements from someone who already knows your books. Keep them; we work alongside your CPA, not against them.

What's missing

Value building. Taxes filed right won't raise your multiple. Buyers pay for GAAP-clean books, a sales engine that works, and operations that run without the owner.

How they're paid

For filings and closes, not for what your business fetches at the sale table.

Most owners get a broker or an accountant.
The good exits get both, working as one.

See services and pricing  ·  Comparing brokers? Read the Chicago broker guide

When you're ready to sell

Two ways to sell. One team.

List with us

Evidence-backed pricing, a confidential process, and vetted buyers — roll-ups, strategics, and searchers — brought to your table. We run the deal from listing through closing, and the fee is in writing before we go to market.

Sell to us

Sometimes the strongest buyer is already in the room. Lakeshore can take a stake in your business or buy it outright: no listing period, no marketing exposure, and a close on your timeline.

Talk through both in a free consult