Owner Managed Businesses

Transaction Advisory Services

Often the most important decisions affecting the successful transition of ownership happen during the three to five years prior to a sale.  Trust LGA to help you with your company’s succession planning and preparing to sell, whether that’s to family, key employees, private equity or others.
LGA also advises entities and their owners on the tax efficient structure of transactions on both the buy and sell side, performs quality of earnings (QOE) analyses on the buy-side and helps prepare and represent businesses on the sell-side.

Business Valuation Services

What’s your “number”? That is, what’s the value you think your company is worth or that you need it to be worth in order to retire given the lifestyle you want you want to live?  The day to find out if your dream matches reality is not the day you put your company up for sale or your rising generation needs to get a loan to buy you out.  Whether to determine the current value of your company so that you can sell a few shares, for estate planning purposes, or to cash-out entirely, LGA can provide a valuation both the seller and the buyer can rely on. Learn more about our business valuation services.

Outsourced Management Accounting Services

You can make better management decisions when you have timely and reliable books to review. Many businesses could benefit from a full suite of accounting staff from bookkeepers to Controller, to CFO, but find this cost-prohibitive. LGA has the experience and knowledge to be part of your “family” team and work with you to perform your accounting functions. This means you can focus your time and efforts on what you do best, maintaining and growing your business. Learn more about our outsourced accounting services.

Consulting Services

We consult with clients on a variety of matters, including budgeting and forecasting, obtaining debt financing, performing due diligence related to mergers and acquisitions, internal control and process review and improvement, and profit improvement analysis, just to name a few. Every consulting engagement is tailored to the unique and specific needs of each client, as is the service team, to ensure that we deliver the maximum value and result to you and your organization.

Business & Individual Tax Services

Your family’s finances are highly integrated into your business so tax planning is essential to help you minimize your tax burden. How much and how to realize income is an important decision to consider each year, particularly when it comes to obtaining a loan for expansion or investment, or transferring some ownership to the next generation.   We can help you understand your options and make the best strategic decision for your business and your family.

Audit & Assurance

Whether your family business needs a compilation, review, or audit, our assurance services team is trained to be efficient in order to be cost-effective, and to find ways to help our clients improve their operations. You won’t find this at every firm. Learn more about our assurance and attest services.