PROUD TO BE A VETERAN OWNED BUSINESS!
Meet Our Trusted CALYX Affiliates
Your business needs a game plan, complete with a quarterback to execute the game plan and push you across your goal line. Our core team at CALYX is composed of quarterbacks who strategize and help you discover your next step. That core team works with vetted affiliates as consultants from various niches to suit all your business needs including:
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Lending & Funding
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Investment Banking
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Title & Escrow
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Legal Counsel
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Tax Counsel
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Financial Counsel
- Construction & Engineering
- Architecture & Survey
- Web & IT infrastructure
- Marketing & Advertising
- Digital Media
- Graphic Design
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Printing & Promotion
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Recruiting & Retention
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Human Resources
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Insurance Advisors & Providers
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Government & Public Sector Liaisons
Our CALYX Affiliates
We are currently working to onboard our affiliate profiles. If you are looking for a particular service provider that you don’t see below, please give us a call at (262) 888-9300.
Financial Services
Investment Advisor
Jesse Grutz
Investment Advisor Representative
Grutz Financial, LLC
We use statistical data in order to help create a long term income plan for business owners during operation as well as into retirement.
ESOP Advisory
Matthew Nels
Managing Dir., Investment Banking
Menke & Associates
Menke & Associates is the nation’s oldest and most experienced ESOP firm specializing in Employee Stock Ownership Plan design, installation and administration.
Non-Bank Loans
Deb Curtis
SVP Business Development
Harvest Small Business Finance
Harvest Small Business Finance, LLC (“Harvest”) is a non-bank lender with the specific goal of serving small to middle market business
ROBS Providers
David Woggon
President & Senior Funding Advisor
Phoenix Funding Source
We help people fund their business using retirement assets
Operations Mgmt
Sarah Koenig
Fractional COO
Optimize Advisory
With a focus on building, fixing, and scaling systems for growth, Optimize Advisory is your trusted partner, bringing your vision to life through customized strategy, sales, and talent solutions.
Attorneys
Estate Attorney
Tom Schober
Estate Attorney
Schober Schober & Mitchell, S.C.
Schober & Mitchell, S.C. prides itself in providing quality legal service to its clients throughout Waukesha County, Southeastern Wisconsin, and beyond.
Tax Counsel
Tax Advice
Lauren Speidel
Business Development Officer
Exeter 1031 Exchange Services
At Exeter 1031 Exchange Services we are very hands on, walking a client and their advisors through the process and addressing any questions related to their Exchange
Tax Deferral
Adam Ausloos
Managing Principle – Fiduciary
Tax Deferral Services
Tax Deferral Trustee Services, LLC is one the leading US providers of tax deferral solutions for the sale of appreciated assets like real estate and other asset types.
CPA
Jason Vanden Bosch
Senior Managing Director
CBIZ
Tax compliance, consulting, and planning services for your growing business
Tax Advice
Darrell Rau
Business Development
Concorde Financial Group
We work with clients to assure they’re investing in replacement real estate that best suits their needs.
Real Estate
Real Estate Appraiser
Garrett Warner
Managing Director
Wisconsin Appraisal Services, Inc.
Wisconsin Appraisal Services specializes in the analysis and valuation of commercial properties throughout Wisconsin.
Real Estate Appraiser
Felix Castro
Managing Member & Principal Appraiser
ValCore Appraisal
ValCore Appraisal is a commercial real estate appraisal and consulting firm based out of Milwaukee, WI and serving Southern Wisconsin.
Titles & Closings
Susan Muller
Account Representative
Land Title Services
Wisconsin’s Experienced Leader in Land Title & Closing Services
Title Insurance
Thomas Cullen
Vice President & Managing Attorney
<strongAttorneys’ Title Guaranty Fund, Inc. (ATG)
ATG provides title insurance and settlement closings Southeastern Wisconsin.
Marketing & Design
Website Design
Matt Gerber
Owner & Website Designer
Matt Gerber Designs
Matt Gerber delivers nimble, cost-competitive website design, graphic design and email marketing services for all variety of industries—and has been doing so since 2010.
Digital Marketing
Dan Schimp
Business Development Manager
Digital Media Lab
Digital Media Lab specializes in content management (Social Media, Blogs, E-Newsletters, Video) as well as wide variety of precision digital target marketing for B2C and B2B clients.
PPC, SEO & Beyond
Mike Michelson
Owner
Legit Click Media
As the owner and founder of Legit Click Media, my goal is to be your PPC, SEO and digital marketing partner—focused on your business through all its many stages of growth.
Data Analysis
Data Analyst
Lynn Corazzi
Chief Business Analyst
Data2Profit Consulting, LLC
We provide data analytics services that increase productivity and profit by leveraging an under-utilized asset. Through analytics we ground strategy in actual results and opportunities, then build performance management and operational reporting systems to create a data-driven culture.
Support Systems
Payroll and POS
Spencer Shimon
Payment Processing & Payroll Solutions Specialist
Heartland Payment Systems
Heartland helps businesses with Merchant Processing, Payroll, & Analytics.
Reach Out to Our Core Team Today
You can reach out to a member of our core team of quarterbacks today to get started. Give us a call at 262-888-9300 or reach out to us online. We look forward to building a team around your business to help you reach your goals.
If you require direct access to one or several professionals in our network of affiliates, please feel free to contact them directly. Our value is earned by saving you time and money, providing in-depth advice. We aim to be your single point of contact during the execution of your game plan.
