Testimonials

"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