Cornerstone Business Services

02/15/2026

02/14/2026

This is a special one.

We had the chance to celebrate 25 years of Cornerstone Business Services at The Terrace at Marina Circle, surrounded by so many of the people who made this journey possible, clients, advisors, EO members, partners, friends, and family.

Seeing so many familiar faces in one place was a great reminder that Cornerstone has never just been about transactions. It’s about relationships, trust, and helping business owners through one of the biggest moments of their lives.

I’m incredibly grateful for everyone who came out to celebrate with us and for all the people who have supported Cornerstone over the past 25 years.

And the best part? We’re just getting started. More celebrating to come this year as we look ahead to the next chapter.
Thank you all for being part of the journey.

12/02/2025

It's Giving Tuesday and we would love your help. ❤️

This is the one cause each year we make this ask — if you stop scrolling for anything, let it be this.👇

🎁 We’re matching the first $10,000 donated.

Your gift — big or small — will instantly double in impact.

For the sixth year, we’re honored to partner with Best Christmas Ever, a nonprofit dedicated to bringing hope and joy to families facing unimaginable hardship.

This year, we’re supporting a remarkable local family navigating profound loss.

A devoted mother stepped up to care for several children after their mom passed away — and this will be their first Christmas without her.

They are doing everything they can to heal, to support one another, and to make ends meet in a very difficult season.

Our mission is simple: bring comfort, stability, and a little Christmas magic into their home when they need it most.

✨ Your generosity can make that happen.

To learn more or donate, follow the link below. Every share and every contribution helps us get closer to giving this family the Christmas they deserve.👇

Thank you for bringing hope to a family who truly needs it this holiday season.

https://bcemovement.kindful.com/2025-bce-families/team-cornerstone

11/24/2025

🚨 WE NEED YOUR HELP.🚨

We only make this ask once a year for this worthy cause so if you stop scrolling for anything today, let it be this.👇

We will match the first $10K raised!!!

We are proud to partner for the sixth year with a non-profit org that gives local families in need the Best Christmas Ever. 🎄

This holiday season, our team has the privilege of supporting a local family who’s faced unimaginable loss and hardship this year. A devoted mother opened her home and heart to care for several children after the passing of their mother, and this will be their first Christmas without their mom. These children are now doing their best to navigate both their grief and the growing challenges of a full household on a limited budget.
Despite everything, we hope to give this extraordinary family a happy Christmas during a season that will be especially difficult and to fill their home with comfort, joy and support.
They need help, and we hope we can count on you to join us in this worthy cause.

You can follow the link below to learn more and submit your donation. 👇

Early holiday spirit is needed now more than ever. THANK YOU to everyone who donates and shares this post to help us reach this goal! 🙏

https://bcemovement.kindful.com/2025-bce-families/team-cornerstone

05/16/2025

Just wrapped up a great conversation on News Radio 570 WWNC discussing the evolving dynamics of U.S.-China trade relations and what it means for lower-middle market businesses. As global tensions shift, smart M&A strategies are more important than ever.

Whether you're a business owner, investor, or advisor, understanding these trends can help you stay ahead in a volatile market.

Tune in to hear insights on risk management, valuation impact, and growth opportunities in uncertain times.

05/14/2025

Honored to be a contributor to EPI’s "Mastering the Market – Excellence in Exit Planning" (Edition 2).

The Exit Planning Institute continues to raise the bar for how advisors support business owners through one of the most important transitions of their lives. This edition is packed with insights from some of the top professionals in the field — and I’m proud to share our approach at Cornerstone, developed over 20+ years of guiding owners to successful, well-timed exits.

Thank you to EPI for creating space for collaboration, education, and elevating the standard of exit planning.



https://exit-planning-institute.org/mastering-the-market

11/01/2024

I’m deeply honored to be recognized as one of the Titan 100 CEOs.

With only one chance to sell your business, I take great pride in leveraging my 25+ years of M&A experience to create transformative, life-changing outcomes for the business owners we serve.

“My goal is to provide each client with the invaluable gifts of time and financial freedom. This recognition as a Titan 100 CEO strengthens my commitment to helping business owners enjoy life while making a lasting impact on their families and communities.”

Congratulations to my fellow Wisconsin Titan 100 CEOs—I’m grateful to stand alongside you.

04/26/2024

Thank you to our presenters and sponsors in the 6th annual Cornerstone State of M&A Conference. Leonard & Finco did a fantastic breakout session on all things PR related to M&A.

04/23/2024

The 2024 State of M&A Conference is just around the corner (April 25th 📆) and it’s gearing up to be our most action-packed one yet!

Join Chris Lerario and Aaron Boettcher as they dive into "Structuring the Transaction: Impact on Value & Taxes."

Gain insights into crucial aspects of M&A transactions, including tax considerations and factors affecting net proceeds for both buyers and sellers.

Don't miss out on key takeaways to maximize your deal's value!

Register today and save your spot.

https://www.cornerstone-business.com/event/ma2024gb/

Hawkins Ash CPAs is a proud sponsor of the State of M&A Conference hosted by Cornerstone Business Services.

At this premier event, our professionals will present tax-advantaged ideas for setting up your next deal.

Buying or selling a business can be emotional, complicated, and time-consuming. Without the right transaction plan in place, entrepreneurs can lose value during their sale, run into cash flow issues, or have their deal fall through entirely.

We have experts who coordinate with legal counsel and alleviate the stress relating to life-changing transactions. Learn more here: https://www.hawkinsash.cpa/services/transaction-advisory-consulting/

03/04/2024

It was an honor to have the Cornerstone Business Services, Inc. recognized as the 13th fastest growing company in our region. I was able to share the stage with many iconic businesses from the area.

I am so blessed to be able to work with the team I do each and every day. We are a passionate group that gets to help business owners realize their dreams by selling their company to maximize the value and other items that are important to them.

Thank you to Insight Publications and KerberRose , title sponsor, for this great event.

02/21/2024

Had an incredible weekend spending time with amazing long-time friends and reflecting on the significance of relationships.

I flew to Florida with my wife Cassie to spend time with my college roommates and their spouses to celebrate our collective 50th birthdays. We had a blast! It reminded us of the fantastic times we've had in our first 50 years.

I encourage those who may have lost connection with a family member or friend to reconnect with them. It's never too late, and the effort is truly worthwhile!

Looking forward to the adventures the next 50 years will bring!

UW Whitewater