Testimonials

“We have worked with Lakelet Advisory Group for a handful of professional services over the past decade. These engagements have included financial forensics, business turnarounds, and business valuations for estate planning & bankruptcy matters – litigation support, liquidation values, and strategic advisory to navigate complex proceedings. Additionally, they have provided critical expertise in offer-in-compromise cases and engagements involving the IRS. Lakelet Advisory Group’s depth of knowledge, professionalism, and ability to navigate complex financial challenges have made them a trusted and invaluable partner. Their commitment to delivering thorough, strategic, and results-driven solutions continues to reinforce our confidence in their services.”

“We have worked with Lakelet Advisory Group on multiple occasions. We recommend them for their depth of experience and proven track record – they have consistently been a reliable and effective solution for our firm. Lakelet Advisory Group brings unique industry experience that adds tangible value. Their deep understanding of the industry allowed them to provide insights beyond standard financial analysis, enhancing the quality of advice and strategic direction for our mutual client. What sets them apart is their ability to provide more than just “number crunching.” They take their time to explain their findings in a clear and meaningful way.”

- CORE Strategic Business Solutions, Succession Planning & Business Valuation

 “We engaged Lakelet Advisory Group, LLC for a SOC 2 Type II audit – this is the fourth year we have utilized their services. We could not be more satisfied with their expertise and professionalism. Throughout each engagement, their team has collaborated seamlessly with our internal IT and data security team, our outsourced PEO, and our financial auditors. They kept us well-informed at every stage, ensuring transparency and alignment with our compliance goals. The audit was completed on time and in full accordance with the agreed-upon fee structure, reflecting their commitment to integrity and client service. The SOC 2 report, with its detailed testing, has been a valuable asset for our clients, reinforcing trust and confidence in our security and compliance practices. We highly recommend their services.”

- SOC Client

“We engaged Lakelet Advisory Group LLC for a SOC 2 Type II and SOC 3 audit, and we could not be more satisfied with their expertise and professionalism. Leveraging their deep IT and cybersecurity knowledge, Lakelet Advisory Group provided a value-added audit that was both comprehensive and insightful. Despite several monumental changes occurring during the audit period, their team demonstrated exceptional adaptability, collaborating seamlessly with all parties to ensure a positive outcome. The audit was completed on time and in full alignment with the agreed-upon fee structure, reflecting their commitment to transparency and client satisfaction. Lakelet Advisory Group’s ability to navigate complex challenges while maintaining the highest standards of service makes them an invaluable partner for any organization seeking reliable and thorough compliance assessments.”

- SOC Client

“We recently had the opportunity to work with Lakelet Advisory Group LLC for a business valuation, and we were highly impressed by their professionalism, expertise, and attention to detail. Their team conducted a thorough and insightful valuation process, ensuring that every aspect of the business was carefully analyzed and accurately presented. The final valuation report was comprehensive, well-structured, and delivered in a clear and professional manner, providing valuable insights that greatly assisted in our decision-making process. The level of diligence and commitment exhibited by Lakelet Advisory Group LLC made a significant impact, and we highly recommend their services to any business in need of expert valuation and advisory support.” 

- Business Valuation Client

“Mr. Koeppel and the team at Lakelet Advisory Group were kind, patient, professional, understanding and hardworking, always fighting for me and listening to my concerns during this difficult process.”

- Financial Forensics Client

"We engaged Lakelet Advisory Group for a financial forensic investigation during a challenging divorce case, where concerns arose about improper financial transactions within our non-profit organization. The team expertly uncovered a significant number of personal expenses that had been inappropriately processed through the non-profit’s accounts, which were crucial to the divorce proceedings. Their diligence and professionalism not only clarified a complex financial situation but also provided critical evidence for the case. Additionally, they helped us implement stronger financial controls to prevent future misuse. We highly recommend their services for anyone in need of forensic financial expertise, especially in high-stakes matters like ours."

- Divorce Client

"Our company was required to have SSAE 18 implemented and audited. Lakelet Advisory Group truly understands our business and is a valued strategic partner. Moreover, our company is working with Lakelet Advisory Group on other initiatives."

- Leasing Company

“Lakelet Advisory Group put together a very detailed strategy and action plan for us. They assisted us in executing this plan step-by-step. Now a year later, we have been able to restructure our debt and obtain more capital, jettisoned our acquisition, and are in the midst of joining a joint venture that will double our business opportunities in the next 20 months.”

- Collection Agency

“Lakelet Advisory Group provided our financing company with both the SOC Type 1 and SOC 2 Type II engagements. Their comprehensive report and recommendations were influential in not only ensuring that we meet the requirements of our major clients - but was the foundation for our internal improvements. Both of these engagements were completed on-time and on-budget.”

- Financial Services Company 

“Lakelet Advisory Group was able to prepare a most challenging business valuation for 30 leasehold assets. This had to be completed within 10 days – and it was. Furthermore, Lakelet Advisory Group successfully provided expert testimony on these intangible assets in federal bankruptcy court.” 

- Litigation Support Attorney

“We are a repeat client of Lakelet Advisory Group for over 8 years now. Their firm allows us to optimize our opportunities by Continuous Improvements.”

- B2B Internet Company

“Their experience in raising capital provided us with the best probability of refinancing the Company.”

- Beverage Company

“Over the past year, our CPA firm has worked with Lakelet Advisory Group on two separate engagements. Their collaboration efforts were impressive, not only with us but with the banks, employees, attorneys, investors, customers and vendors. Their approach was very hands-on and focused oriented. This week, our firm has submitted another proposal to utilize Lakelet Advisory Group.”

- CPA Firm

“Lakelet Advisory Group was engaged to provide our Company with the valuation of IP associated with a patent. Their work was professional and timely. We were so impressed that we reengaged them for additional work."

- Medical Device Company 

“Lakelet Advisory Group was instrumental in spearheading the strategic diversification necessary for our businesses. Within the first 12 months, we increased revenue 14.2%, after a negative growth in prior period. Within 4 years, our company was successfully acquired with a significant return.”

- Packaging Company

“We engaged Lakelet Advisory Group to assist us with a $15,000,000 capital raise by preparing a Private Placement Memorandum. They effectively collaborated with professional players involved (Auditors, Attorneys, Strategic Partners, etc.) to facilitate our capital raise. Their knowledge of our niche market was extremely beneficial with regards to the disclosures, marketing and product placement requisites. During the engagement, the firm was requested to absorb additional work as it pertained to the preparation of the financial statements, financial analysis and the disclosures. This additional work was professionally achieved on-time as promised.”

- Industry Consumer Product – Start-Up

“Lakelet Advisory Group led the development of a strategic product offering. This included all phases from the original research, development, prototypes, financing, manufacturing processes and sales/marketing. Within 2 years, this new product launching generated 37% increase in our revenue.”

- Manufacturing/Alternative Energy Company 

“In order to address the challenges from unparalleled currency losses, inability to pacify a dysfunctional board, loss of the corporate president due to compliance issues, our public traded Company sought a member of the LAG for the Board of Directors. Jointly, we feverishly attacked the refocusing of the product offerings and our operations. The commitment became such that in addition to the Board of Directors, the LAG member became the interim COO. Despite our efforts, we could not collectively turnaround the situation. It became necessary to liquidate the Companies. Throughout the process, LAG managed the project internally and expectantly for the numerous stakeholders. In hindsight, we should engaged LAG earlier in the process and have attempted to take the Company private as soon as possible.”

- International Public Medical Device Company