Speaking Engagements

Michael R. Koeppel, CTP, CPA, CITP, CFF, ABV, CGMA

Founder & Managing Director, Lakelet Advisory Group LLC

Professional Bio

Michael R. Koeppel is the Founder & Managing Director of Lakelet Advisory Group LLC, where he leads a team of experts delivering high-stakes advisory services in business valuation, restructuring, forensic accounting, and litigation support.

With over 30 years of global experience, Michael has led strategic engagements in technology, manufacturing, and services—specializing in valuation of intellectual property, distressed entities, and complex business structures.

He founded Lakelet Advisory Group in 2003 and previously served as co-founder of a successful private equity firm. His career includes executive roles at Citigroup Venture Capital and board leadership at a public medical device company.

A recognized thought leader, Michael speaks nationally on topics ranging from valuation trends and financial forensics to AI’s role in litigation and strategic M&A. He holds multiple credentials including Certified Turnaround Professional (CTP) and Accredited in Business Valuation (ABV), and has presented for organizations such as the New York State Society of CPAs, Academy of Court-Appointed Neutrals, and national valuation podcasts.

Recent Speaking Engagements

  • Presentation to the Academy of Court-Appointed Neutrals (ACAN) - Addressing Financial Complications and the Value Added by Court-Appointed Neutrals, June 2025

  • Presentation to the New York State Society of CPAs - Single Asset Real Estate (SARE) Bankruptcy Overview, February 2025

  • Presentation to the New York State Society of CPAs - Start-Up Valuations Options, December 2024

  • Presentation to the New York State Society of CPAs - Strategic Transaction Options: Pros and Cons, October 2023

““Michael’s session at NYSSCPA exceeded expectations. It was thought‑provoking, well‑structured, and highly engaging.” ”
— Anonymous Session Attendee

Speaking Topics

Business Valuation & Advisory

  • Valuation Trends for PE & M&A

  • Valuation of IP, Intangibles & Startups

  • ESOP & Employee-led Buyouts

  • Bankruptcy & Restructuring Valuation

Litigation & Financial Forensics

  • Financial Forensics for Defense Counsel

  • Valuation in High-Risk & Distressed Entities

  • Forensic Techniques for Fraud & Bankruptcy Cases

Corporate Strategy & Turnaround

  • Turnaround & Restructuring Best Practices

  • Governance & Risk in Nonprofits

  • Human Capital & Intangible Value in Business

Emerging Topics

  • AI’s Role in Business Valuation & Law

  • Trends in Court-Appointed Neutrals

  • Strategic Transactions: Measuring Success