Think of us as prosperity experts.

Get personalized prosperity strategies to meet your life’s goals. Your success is our success. And, we have had successful partnerships with hundreds of companies for more than 50 years. It’s the result of the proactive approach of our prosperity experts.

Get guidance on business set-up, operations, growth, restructuring, as well as mergers and acquisitions. Our full range of advisory services also includes valuations, analysis, protection, and other transaction services.

Let’s start with a profound understanding of your business.

Reach your financial objectives faster. Start with a comprehensive analysis of your business. Key insights gained will provide tailored financial guidance to meet your distinctive needs. And, you will have increased visibility of the current and future state of your organization.

We offer this program as a flat rate, so you benefit from the confidence that unlimited consultations and calls provide.

Click any one of the topics below to explore our advisory services.

Business Formation

When you need help starting a new business, build the strongest foundation for your specific business needs. Get your accounting system set up in the best way for your business, using software like QuickBooks. Plus, get guidance on a variety of business needs, like how to obtain start-up capital. To learn more about our new business advisory services, click here to read our blog post.

Advancement Growth Strategies

No matter the size of your business, you want growth—and profitability. A financial analysis of your business is the ideal place to start. Then, we will help you identify the most critical benchmarks—or Key Performance Indicators (KPIs)—to review regularly to keep your company profitable.

Growth-focused advisory sessions include topics like business succession planning and bank financing preparation.

Preserve

A key component of becoming and staying prosperous is preserving wealth. LB Goodman has the expertise you need for sustainability and growth. Sleep easier knowing we have a complete range of diagnostic services that include assessments, audits, and analysis. Our assessments consider internal controls and cybersecurity, and our forensic accounting consists of embezzlement or investigative services. We also provide litigation support, should you require this expertise.

Well-Being

Financial well-being includes succession planning. It may mean establishing a personalized retirement plan that will provide financial independence for the lifestyle you enjoy.  Another component of financial well-being includes retaining high-quality employees. An employee benefit plan demonstrates your care and concern for the welfare of your people. Plus, it promotes positivity in the workplace.

Every business needs safeguarding against financial loss. Look no further than LB Goodman for solutions to ensure your company’s overall health. We have expert strategic alliances that provide life, health, and disability insurance, in addition to employee benefit plans.

Transition

It’s normal for businesses to go through periodic transitions like valuations, mergers, acquisitions or succession. These situations require specialized expertise, and you will be in good hands with our experienced team.

Our valuation services are used frequently for estate taxes, intangible assets, or other distinctive purposes. For mergers and acquisitions, restructuring or turnaround strategies, our superior solutions will guide you from start to finish.

Whatever transition assistance you need, LB Goodman is your trusted partner.

Grow more prosperous with our business advisory services. Contact us to put our expertise to work for you.