Privately Owned Companies

Who We Serve: Privately Owned Companies better companies

Print Divider Print Divider Branding

At LBMC, we understand the needs of privately-owned business – we are one! 

Since the beginning of our firm in 1984, our foundation has been working with privately-owned businesses and their owners.  By utilizing an experienced, senior-level team of professionals with a reputation for delivering practical and solution driven advice, the LBMC Privately-Owned Companies team serves nearly 1500 companies from start-up through growth to succession. We are committed to a long-term relationship with the clients we serve –many clients are first generation, while others are now 3rd, 4th or greater. We know that each business is different, each with its own unique set of goals and needs. 

As such, we are focused on providing only the highest level of comprehensive financial, human resources and technology solutions specifically designed to meet the needs of the privately-owned business.

Family-Owned Businesses

When family members are involved in the business, it can be the best of all worlds, or it can make for some difficult conversations. LBMC’s experience working with family owned businesses has allowed us to develop a unique and integrated process that combines financial analysis, valuation, transition, tax planning, compensation planning and estate and gifting strategies to help company leadership reach goals for the businesses–as well as family.

LBMC also provides the following specialty services to family owned businesses:

  • Conflict Resolution
  • Family Trusts/Family Offices
  • Growth Strategies (including Merger and Acquisition)
  • Legacy Planning
  • Exit strategies

For a comprehensive list, please visit Family Business Services.

LBMC Services to Privately-Owned Companies


  • Business Transition Planning




For more information about the services listed above, please consult the directory.

click here for executive team


Other Members