Beyond the Financial Playbook

[/vc_column_text][vc_column_text]Steven Lake is an advisor and board member specializing in strategic and tax planning to private equity, family businesses, and retail/apparel, real estate and investment companies. He partners with entrepreneurs, CEO’s and company boards to develop and implement Companies and Families strategic business plans.

After more than 35 years as practicing CPA and Managing Partner for both national and local CPA and Advisory firms, Steve established Lake Advisors. During his years with the accounting firms, he specialized in development and execution of strategic business and tax plans, advising clients on acquisition, disposition and growth strategies. His clients were active in business roll ups in retail, high tech, real estate and service industries.

Currently, Steve serves on public, private and family boards in addition to chairing several audit committees; focusing on strategic business planning, tax strategies, and enterprise risk management. Steve’s advisory practice is heavily focused on executing transactions and implementation of strategic plans.

He is a past lecturer and instructor at the University of Denver, American Institute of CPAs, Colorado Society of CPAs, American Bar Association and authored several publications including Partnership Tax Planning, Corporate Tax Planning, Individual Tax Planning. He holds an MT degree from the University of Denver College of Law and College of Business Administration, BA from the University of Maryland and is a Personal Financial Specialist and Certified Public Accountant.[/vc_column_text][/vc_column][/vc_row][vc_row][vc_column][vc_raw_js]JTNDc3R5bGUlM0UlMEElMjNwcmltYXJ5JTIwJTdCd2lkdGglM0ExMDAlMjUlMjAlMjFpbXBvcnRhbnQlM0JtYXJnaW4lM0FhdXRvJTIwJTIxaW1wb3J0YW50JTdEJTBBJTIzc2Vjb25kYXJ5JTIwJTdCZGlzcGxheSUzQW5vbmUlN0QlMEEuaGVudHJ5JTIwJTdCYm9yZGVyLXJhZGl1cyUzQTAlMjAlMjFpbXBvcnRhbnQlM0IlN0QlMEEud3JhcCUyQyUyMCUyM3BhZ2UlMjAlN0JtYXgtd2lkdGglM0ExMDAlMjUlMjAlMjFpbXBvcnRhbnQlM0IlN0QlMEFhcnRpY2xlJTIwJTdCbWFyZ2luLXJpZ2h0JTNBLTQuNSUyNSUyMCUyMWltcG9ydGFudCUzQiU3RCUwQWJvZHklMjAlN0JvdmVyZmxvdyUzQWhpZGRlbiUzQiU3RCUwQSUzQyUyRnN0eWxlJTNF[/vc_raw_js][/vc_column][/vc_row]