Your engagement, in one place.
The portal is the document workspace for active engagements. Access comes with the engagement letter and is set up by your advisor, not by a sign-up form.
What clients find here
The financials we've recast and the add-back schedule behind them. The readiness scorecard and the 90-day fix list from the Review, with who owns each item and where it stands. The deal file, assembled before diligence asks for it. During a sale, the data room, the buyer list you approved, and every document that has gone to a buyer. One place instead of a year of email threads.
Getting in
Portal credentials are issued personally by your advisor when an engagement begins. If you're an active client and need access or a reset, email info@lakeshoreexitpartners.com or call your advisor at (312) 278-2109. We don't handle passwords over email.
Not a client yet?
Start with the free value range or a 30-minute consult. If we end up working together, this is where your exit gets organized.