Advisory and Business Consulting

Ignite your business’s potential with LBMC’s advisory services and business review expertise. Our experienced strategic advisors collaborate with your team to fuel growth, harness data analytics, and develop superior financial processes tailored to both short-term and long-term business needs.

At LBMC, entrepreneurship drives our approach. Whether you’re addressing a defined problem or exploring opportunities for transformation, our advisory team helps privately-held and middle-market companies, as well as private equity groups, achieve their goals faster with actionable solutions.

Transform your business with LBMC. Our nationally recognized consulting services team partners with you to create strategies that support sustainable growth, foster problem solving, and meet evolving marketplace demands.

LBMC’s Business Intelligence team delivers cutting-edge solutions leveraging data analytics, robust governance frameworks, and streamlined automation processes. We help organizations transform raw data into actionable insights, empowering decision-making that drives innovation and efficiency.

With consulting and advisory expertise, we’ve built a reputation for success across industries. Whether you’re tackling short-term or long-term goals, our team enables you to unlock the full potential of your data.

BUSINESS INTELLIGENCE & AI

Whether you are getting ready to buy or sell a business or need a valuation for gift and estate tax reporting, LBMC’s business valuation services offer support for both our business and individual clients. Our comprehensive valuation and advisory work covers a range of needs, from financial reporting to mergers and acquisitions, helping clients confidently navigate defined problems and opportunities. We have the experience to:

• provide defensible valuations in a responsive and timely manner for both traditional and complex valuations.
• provide valuation services for financial reporting purposes, including purchase price allocations (ASC 805) and goodwill impairment testing (ASC 350).
• provide business valuation services for ESOPs and stock-based compensation, including stock options, restricted stock and stock appreciation rights, that help our clients navigate tax issues related to the issuance of stock-based compensation to their employees.
• provide expert valuation and appraisal services for mergers and acquisitions. Gain deeper insights and make data-driven decisions quickly and confidently while saving valuable time and resources.
• provide a vast array of compensation valuation services to the healthcare community, serving clients across the continuum of care.

BUSINESS VALUATION

Healthcare Consulting is a consolidated service designed to address the major operational challenges of all healthcare providers. Our consulting teams combine deep industry expertise with practical application to enhance financial and operational stability. From short-term fixes to long-term planning, our goal is to ensure client success while improving the healthcare community’s resilience.

HEALTHCARE CONSULTING

At LBMC Cybersecurity, we’re uniquely qualified to tackle your security and audit needs—because we’ve been where you are. Many of our team members worked as cybersecurity professionals themselves before joining our team. This insider knowledge has allowed us to design processes with you in mind, ensuring our recommendations are practical and our audits are minimally burdensome. We provide IT assurance, technical security, and consulting work that fortifies your infrastructure and enhances work-life balance for your team.

CYBERSECURITY

Attorneys rely on our ability to research and communicate complex financial issues. Our consulting firms specialize in compiling and analyzing complex financial information, helping attorneys present clear and convincing arguments. In addition to business litigation support and forensic accounting services, we also offer business interruption claim support and leverage the resources of the LBMC Family of Companies to serve you.

LITIGATION SUPPORT & FORENSIC ACCOUNTING

Our integrated TAS team has decades of consulting and advisory experience in assisting corporate and private equity clients in financial, tax, information technology, and human resource/benefit due diligence on both the buy- and sell-side of M&A transactions. We work hand in hand with management, buyers, sellers, and third-party advisors to ensure our client remains informed and prepared throughout the M&A process. Our approach is flexible and tailored to our client’s specific needs – creating a long-term, professional partnership that usually lasts well after the deal closes.

TRANSACTION ADVISORY SERVICES