Massachusetts rolling stock directive adds interstate complexity
(authored by RSM US LLP) Massachusetts directive explains the application of use...
Owner Managed Businesses
The complexity of running an owner managed business is multiplied because you feel the pressure to succeed through to your core – not only are many people depending on you, but also, your reputation is on the line. That’s why we focus on making the complex simple. Team LGA, across our strategic advisory, tax, and assurance services groups, and in close collaboration with our trusted partner network, will help you handle what’s directly in front of you and achieve what’s next.
Why choose LGA to help your business?
We listen first to understand what drives you. Then bring a positive attitude, integrity, and a strong desire to help that builds lasting and trusting relationships.
Every business is unique; we tailor the way we provide our services to pragmatically achieve what needs to be done without rigid systems or red tape
Team LGA is ready, able, and willing to jump in when you need us, plus collaborate closely with our trusted partner network for those services we don’t directly provide.
What we’re talking with clients about:
Determining the value of a business in today’s market in preparation for an exit.
Creating systems for real-time data for better decision making, KPIs, benchmarking, and trend analysis.
Identifying sources of funding for fueling growth.
Services
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.
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
Business owners want to make the best decisions possible. Timely and reliable financial data helps owners do just that. If employing a full time accounting staff from bookkeepers to Controller to CFO isn’t practical, LGA’s outsourced accounting services team can augment your current team as needed or take over the entire accounting function top to bottom…it’s up to you.
Business Advisory 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.
Owner Managed Business Resources
Can You Articulate the True Total of Your Business Value?
You might not have immediate plans to sell your house, but you should still know...
Inflation slows to 3% in June but the Fed’s work is not done
(authored by RSM US LLP) The 3% year-ago increase in the consumer price index...
Four Key Considerations for How to Utilize Like-Kind Exchanges
When executed correctly, like-kind exchanges have the potential to save property...
Owner Managed Business Team Leaders
Scott Sagan
Scott is the Managing Director of the tax team and leads the owner managed business tax group. He has been advising business owners for over 30 years and works closely with these owners throughout the year to stay in front of financial performance and operational matters that can derail short and long-term goals and objectives. Scott focuses on tax minimization and efficiency to enable owners to retain the capital necessary to grow their businesses and meet external family needs.
Steve Sieker
Steve Sieker is a CPA with over 30 years of corporate experience, with 15 of those years in senior leadership roles. His work has involved a heavy emphasis on collaboration with business operations, where he worked with operational leadership to identify and capitalize upon opportunities to improve bottom line performance. While Steve’s experience covers a wide range of disciplines, he is uniquely qualified in process improvement, executive communication tools, financial change management, KPI implementation, transaction due diligence, and post-transaction integration.