Edge Advisors LLC

Second Year Winner

Marshall Watry, Mike Bark, Kara Tess and Andy Lehmkuhl

future50-profile-topper
Edge Advisors LLC


6737 W. Washington St., Suite 1100, West Allis  •  www.edgeadvise.com
Year founded: 2012
Product or service offered: We guide business owners through the complexities and challenges of everything from mergers and acquisitions, to recruiting, to accounting and tax, to marketing and more.
CEO: Andrew Lehmkuhl
Leadership team: Kara Tess, COO; Marshall Watry, CFO
Projected 2016 revenue: $1.8 million
Target clientele: Business owners in the professional health care field, with the majority of clients coming from the dental, radiology, chiropractic and veterinary fields.
Business organization memberships: National Association of Certified Valuators and Analysts, Institute of Dental CPAs, Wisconsin Institute of Certified Public Accountants, National Society of Certified Healthcare Business Consultants


Marshall Watry, Mike Bark, Kara Tess and Andy Lehmkuhl
Marshall Watry, Mike Bark, Kara Tess and Andy Lehmkuhl

What has fueled your company’s growth?

“The growth of Edge Advisors is primarily attributed to referrals and word-of-mouth. We value the relationships we build with each client and strive to know a client’s business as well as he or she does. This allows us to make recommendations that are in line with the client’s values and business goals, while continuously moving the needle of success forward.”

What is the biggest obstacle to your company’s growth?

“The biggest obstacle to growth we face remains our ability to find good talent. We seek individuals who are not afraid of hard work and, from time-to-time, long hours. Each respective area of our business requires a unique skill set, so finding individuals with the required skills and abilities, along with the desire to work hard, remains a challenge for us.”

Who are the business people you admire and why?

“Gail Goodman said it best when she said, ‘starting a small business takes a lot more than a great idea. It takes passion, commitment and a willingness to take on any challenge in pursuit of your dream.’ We couldn’t agree more, and we have the utmost respect for small business owners who have built their business through dedication, persistence, resourcefulness and hard work. We especially admire those who have withstood the test of time and have found longevity and success with their businesses.”

What is the outlook for your industry?

“The outlook for our industry remains strong. We have diversified ourselves in a way that will allow us to change with the respective industries we serve.”

Get our email updates

No posts to display