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MEMBER PROFILE

 

Robert Lake

Trebor Strategic Advisors Inc.

 

Member profile details

Membership level
Triangle Individual
First name
Robert
Second name/initial
John
Last name
Lake
Title
Value and Transition Advisor
Company
Trebor Strategic Advisors Inc.
XPX Chapter Email Lists
  • Triangle News & Events
 

CONTACT INFORMATION

City
Apex
State
North Carolina
 

PROFILE INFORMATION

Call me when
You need a business coach to guide an owner through the exit process. OR when Trust is becoming an issue delaying or preventing a successful exit.
Profession
  • Coach
  • Valuation
Functional Expertise
  • Bookkeeping
  • Business development
  • Business growth
  • Business management
  • Cash flow enhancements
  • Change Management
  • Communications
  • Cooperative business models
  • Culture
  • Exit/Transition Planning
  • Financial Modelling
  • Information technology
  • Intangible assets
  • Leadership Development
  • Management succession
  • Operations
  • Organizational development
  • Risk management
  • Six Sigma
  • Strategic planning
  • Training
Client Industry(ies)
  • Business Services
  • Computer/Electronics
  • Consumer Services
  • Financial Services
  • Government
  • Health/Pharma/Biotech
  • Manufacturing
  • Non-profit
  • Real Estate/Construction
  • Retail
  • Software/Internet
  • Telecommunications
Transition Planning Certification or Methodology
CEPA
Advisor Resource Relationships
  • EPI
  • The Value Builder System
In Business Since
2024
How to contact
robert@treboradvisors.com
LinkedIn profile link
https://www.linkedin.com/in/rjlake/
Business Focus
Exit Planning Advisor to small business with revenue $10M or under.
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