What we do
Our consulting firm provides a focus on business growth & turnaround. We help you drive growth areas that return owner income, profits, and improved cash flow. Clients may be preparing for a transition or exit. This could be in the form of family, employee(s), external M&A, etc. We can also help with fractional executive services and strategic management for organizations and companies of all sizes, including non-profits.
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Our domain expertise includes sales, marketing, product/service planning, and operations & analytics, with functional focus on go-to-market strategies, social media, segmentation, pricing, compensation, sales operations, organization structure, forecasting, CRM implementation and optimization, procurement, QBR planning, executive dashboards, and KPIs.
Our Services
Our services are designed to help companies achieve their strategic objectives through the expertise of our experienced consulting team.
We offer fractional executive services, where our experienced professionals can step in to fill key leadership positions such as CEO, President, CRO, EVP Sales, Chief Customer Officer, COO, EVP Professional Services, and EVP Customer Support.
In these roles, we provide guidance and leadership to help drive business, operations and customer success. Whether you are focused on a growth strategy at scale or in need of turning around an underperforming part of the business we can help.
Why we are here
In today's ever-changing business landscape, companies are increasingly struggling to drive value. Whether the focus is on annual growth or preparation for a business transition/exit, turning to Lakeside Advisors to augment your already busy schedule is a first step.
Fractional management, also known as part-time executive leadership, allows companies to access the expertise of experienced leaders and managers without the costs associated with hiring full-time executives. We are here to guide and develop a plan to allow you to execute on your objectives.
According to the Exit Planning Institute, 75% of business owners would like to exit their businesses within the next ten years. Recent studies show that 51% of the current American business market is owned by Baby Boomers, who are set to transition over the next zero to ten years. Statistics also show that only 20 to 30% of businesses that go to market actually sell; leaving up to 80% of those without solid options to harvest their wealth and ensure economic continuity into the next generation. An owner who is “ready” with an attractive business greatly increases the odds that the business will survive a transition of hands. The question is, how ready are business owners?
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According to a recent article in Forbes, fractional management is on the rise, with more than 50% of companies in a recent survey indicating they plan to use fractional executives within the next two years.
Organizations we support
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Partners
Testimonials
"Fran Carlo is a true thought leader and influential presence on and off campus at Nichols College. I’ve had the unique pleasure of working directly alongside Fran at the annual Elevator Speech Competition for nearly 4 years where students perform a 60-second pitch on who they are, what has impacted them and the goals they wish to accomplish in life.
Furthermore, we have collaborated on Board of Advisor initiatives to enhance the Nichols experience for all encompassing parties at the college. Impact is measured by the positive affect it may have on an individual or collective group.
As a firsthand witness to Fran’s innovative and professional perspective, I’m continuously amazed at the tremendous impact he has on the students, faculty and those alike involved with the Nichols institution. I can personally attest to his influence and the shaping of my professional persona as I’ve grown from student to decorated alumni."
- Ben Carbone
Real Estate Agent & Nichols Board of Advisor Member