
ROBERT LAKE
I specialize in helping small business owners achieve extraordinary growth by generating more clients, closing more sales, and significantly increasing revenue and profits—without adding more hours to their workload. With proven strategies and tools, I can help you uncover hidden opportunities, eliminate costly mistakes, and add $500,000 or more to your revenue within the next 12 months.
Using advanced business assessment software, I identify overlooked profit opportunities that most business owners miss. This allows me to implement targeted solutions that drive measurable results. Additionally, I create marketing strategies that outshine the competition by addressing common flaws and focusing on high-impact techniques, empowering my clients to generate more leads, convert more sales, and sustain growth.
For those who prefer a hands-on approach, my comprehensive training modules provide step-by-step guidance to boost lead generation, sales, and profits. My ultimate goal is to help business owners build thriving, multi-million-dollar businesses that align with their passion and deliver personal, financial, and professional freedom. Let’s work together to make your business vision a reality.
I specialize in helping small business owners achieve extraordinary growth by generating more clients, closing more sales, and significantly increasing revenue and profits—without adding more hours to their workload. With proven strategies and tools, I can help you uncover hidden opportunities, eliminate costly mistakes, and add $500,000 or more to your revenue within the next 12 months.
Using advanced business assessment software, I identify overlooked profit opportunities that most business owners miss. This allows me to implement targeted solutions that drive measurable results. Additionally, I create marketing strategies that outshine the competition by addressing common flaws and focusing on high-impact techniques, empowering my clients to generate more leads, convert more sales, and sustain growth.
For those who prefer a hands-on approach, my comprehensive training modules provide step-by-step guidance to boost lead generation, sales, and profits. My ultimate goal is to help business owners build thriving, multi-million-dollar businesses that align with their passion and deliver personal, financial, and professional freedom. Let’s work together to make your business vision a reality.
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- Website:
https://treboradvisors.com/ - Phone: 9193846630
- Email:
robert@treboradvisors.com - City: Apex
- State: North Carolina
- Postal Code: 27539
- Country: United States
- Designations:
- Markets Served:
- Company Name: FocalPoint Business Coaching
ROBERT LAKE

Issue One: The Annual Exit Magazine

Know Your Gaps

Stage 1: The Value Maturity Index - Identifying Value

The Impact of Unplanned Consequences on Business Value Whitepaper

The Value Acceleration Methodology
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Top Questions To Ask Your Business Owner's Advisors

120-Day CEPA Playbook: Download the Playbook

2022 Colorado State of Owner Readiness Quick Look Brochure

2022 Colorado State of Owner Readiness Report

2023 National State of Owner Readiness Report
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2024 State of The Institute
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2024 Webinar Series

2025 Webinar Series

5-4-3-2-1 Whitepaper

5-4-3-2-1 Whitepaper

A Look Inside The Unique World of - Value Creation Whitepaper

A Look Into Pressure Solutions Inc.: An Exit Planning Case Study

Access My Courses

Best-In-Class Whitepaper

Beyond CEPA Roadmap

Business Attractiveness Scorecard

Case Study: A Framework To Build Value In Your Business

Case Study: CEPA and CPAs

Case Study: CEPA and EOS

Case Study: CEPA and M&A

Case Study: How to Strategically Build Transferrable Value

Case Study: How To Utilize Your CEPA Credentials In A National Wealth Management Firm

Case Study: Human Capital, The Exit Planning Institute

Case Study: The Value of Transitioning a Business to its Employees

Case Study: The Value of Transitioning a Business to its Employees

Case Study: Value Acceleration

CEPA Development Scorecard

CEPA: 2024 APR | Online

CEPA: 2024 AUG | Online

CEPA: 2024 FEB | Online

CEPA: 2024 JAN | Online

CEPA: 2024 JUL | Online

CEPA: 2024 JUN | Online

CEPA: 2024 MAR | Online

CEPA: 2024 MAY | Online

CEPA: 2024 OCT | Online

CEPA: 2024 SEP | Online

Chapter Logos

Decentralizing the Business Owner

Decentralizing the Business Owner

Email Marketing Templates

EPI Chapter President Circle Meeting Notes

Exit as a Business Strategy: A Collection of Case Studies from Advisors and Owners

First Steps

Five Stages of Value Maturity Infographic

Five Stages of Value Maturity Infographic

From Successful to Significant

From Successful to Significant Whitepaper

Infographic: Beyond CEPA Path

Infographic: Decentralizing the Business Owner

Infographic: Five Stages of Value Maturity

Infographic: The 5 D's

Infographic: Who Has a Seat at the Table

Issue One: The Annual Exit Magazine

Know Your Gaps

Stage 1: The Value Maturity Index - Identifying Value

The Impact of Unplanned Consequences on Business Value Whitepaper

The Value Acceleration Methodology
.png)
Top Questions To Ask Your Business Owner's Advisors

120-Day CEPA Playbook: Download the Playbook

2022 Colorado State of Owner Readiness Quick Look Brochure

2022 Colorado State of Owner Readiness Report

2023 National State of Owner Readiness Report
.png)
2024 State of The Institute
.png)