Owner Consult · 30 minutes · by phone

Pick two windows. We confirm one within a business hour.

Thirty minutes on the phone with a CPA who spent fifteen years examining businesses for the IRS. The call walks through your value range, the two or three items a buyer's accountant would raise first, and which of our options fits, if any of them do. It's free. There is nothing to sign and nothing to prepare.

Request your consultWeekdays 9 to 5 Central. Confirmation by email within one business hour.
First choice
Second choice (optional)

You'll get the confirmed time by email. Prefer to call? (312) 278-2109, weekdays 9 to 5. A person answers.

After you send it

What happens next.

If neither window you chose works, we propose another in the same email. You don't need to have decided anything before the call.

  1. Confirmation within a business hour

    An email from Lakeshore Exit Partners with the confirmed day and time. Requests sent after 5 p.m. Central are confirmed first thing the next business morning.

  2. Your advisor calls you at that time

    Have last year's P&L nearby if it's handy. It isn't required; we work from what you know. What you say on the call stays with the Lakeshore team.

  3. You decide, on your own schedule

    Whether the right move is the Review, a listing, a sale to Lakeshore, or waiting, you'll hear which and why. Nothing is owed for the call, and there is no sales call afterward unless you ask for one.