Consulting Services

LLG

consulting services

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ACCOUNTING SOFTWARE IMPLEMENTATION

Find the Best Software Solution

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BUSINESS ENTITY SELECTION

Learn What Business Entity Form is Best for Your Company

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LITIGATION SUPPORT

Accurately Quantify Economic Damages

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MERGERS AND ACQUISITIONS DUE DILIGENCE

Maximize Tax Opportunities from Mergers and Acquisitions

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SUCCESSION PLANNING

Keep Your Company Leadership Strong

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EXECUTIVE FINANCIAL RECRUITMENT

Successful Executive Recruitment is Key to Achieving Long-term Business Goals

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INVESTMENT REVIEW

Providing Quality Financial Advice and Service to Our Clients

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ACCOUNTING SOFTWARE IMPLEMENTATION

Find the Best Software Solution

Finding software that meets your needs can be difficult. Making sure you get what you pay for can also be a challenge. The right software can save you weeks, even months of time through increased productivity and efficient governance of data. Our technology team aligns your business operations and processes with appropriate features and functionality. You will understand your business in a whole new way.

Your software should give you useful, detailed information. It should also be easy to use and robust – meaning you can migrate your historical data and add on as needed. We can prepare a needs and cost analysis that fits the features and budget in mind.

Avoid disruption through proper planning and execution. Our team of trainers and technology specialists are ready to assist with any questions or concerns you may have about implementation and use. Find the best technology solutions. Additional services are provided by our affiliate, Sharp Circle Technology, LLC.

Is your software flexible enough to meet your current and future needs?
Start the conversation.

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BUSINESS ENTITY SELECTION

Learn What Business Entity Form is Best for Your Company

Choosing the entity form of your business whether it be an “S” corporation, partnership, sole proprietor, Limited Liability Company or other is a crucial decision that can have longstanding tax implications, positive or negative.

We can assist you in evaluating the pros and cons of each entity type. By comparing the various alternatives, you will be able to judge the most advantageous entity form for your organization.

Special tax planning considerations should be considered. For instance, here are some scenarios. If you are:

Anticipating transfers to family member for estate planning purposes
Need flexibility with employee benefits
Want to reinvest profits from the operation of the business

Common entity forms include:

Limited Liability Companies (LLC)
S-corp and C-corp
General partnerships (GP), Limited partnerships (LP) and Limited Liability Partnerships (LLP)
Sole Proprietorships
501(c)(3) Organizations, Family Foundations and Other Nonprofit Businesses and Tax-exempt Entities
The form of entity can change as the needs of the business and its owners evolve. With a 80 year history, our firm is witness to many such evolutions.

Business Entity Selection Services

Business Needs Analysis
Consultation on Specific Tax and Non-Tax Issues
Projections of Tax Liabilities
Separate Entity Formations

Do you need help deciding what business entity to form?
Start the conversation.

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LITIGATION SUPPORT

Accurately Quantify Economic Damages

Litigation support involves assisting your attorneys in quantifying economic damages pursuant to existing or pending litigation. The LLG litigation support team uses accounting, auditing, and investigative skills to collate needed information. We efficiently assist in calculating and documenting any potential economic loss or damages.

Typical litigation support projects may include calculating the economic loss resulting from a breach of contract, partner departure, or merger and acquisition disputes. We do discovery work and provide expert testimony in court when necessary.

Whatever your dispute, we can quantify the amount of economic loss at stake. Our added value benefit is having hands-on knowledge of many industries through our audit, tax and consulting services.

LLG helps privately held entities through the litigation process by providing accurate, well-researched information that quantifies economic loss or damages. We get the numbers right. No surprises.

Litigation Support Services

Economic Damage Evaluation
Financial and Economic Data Analysis
Historical Earnings Summary
Projections and Budget Review
Overhead Expense Allocations
Projected Future Lost Profits
Discovery Assistance
Expert Testimony

Have questions on litigation support?
Start the conversation.

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MERGERS AND ACQUISITIONS DUE DILIGENCE

Maximize Tax Opportunities from Mergers and Acquisitions

We can assist you in the merger or acquisition process by performing due diligence. Critical elements will be assessed including tax issues, financial impact and cash flow considerations. Whether your business operates locally, throughout the U.S or internationally, we have experts in C Corps, S Corps, and partnerships ready to resolve the unique needs of engagement.

If you are:

Planning growth through acquisitions
A private equity group acquiring an entity
A business owner selling the family business

Quantify your risks and plan accordingly using reliable information and advice from our tax advisors and accountants. We will identify opportunities and risks by evaluating financial statements (assets, liabilities, earnings and cash flow). We also factor in the seller’s motivations and how to maximize your return on investment.

We provide scalable services for various engagements.

Mergers and Acquisitions Services

Financial Due Diligence
Financial Statement Review and Evaluation
Forecast and Projection Evaluations
Multiple Finance Options
Purchase Price Adjustments
Structuring Acquisitions of Assets
Tax Strategies
Restate Financial Condition as of Purchase Date
Software Suggestions and Integration

Do you need tax advice on your changing business landscape?
Start the conversation.

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SUCCESSION PLANNING

Keep Your Company Leadership Strong

Proper succession planning will keep your business going without you. Making the right decisions now will ensure your business entity continues operating in the fashion you desire.

We suggest answering the following questions:

Who will succeed you? The list of possibilities may contain family members, employees or a buyer. Whatever choice you make, you will need a plan that addresses the following:

Review of existing fiscal policies and procedures
Strong oversight of your business entity finances
Accuracy of your financial numbers and tracking methods
Sufficient funds to pay near-term expenses

How will you exit the company? Well before your departure, your successor should demonstrate the skill and experience necessary to lead the company.

Are your financial records in order? Business valuation depends on accurate financial history records. They satisfy buyer/creditor assessment on purchase price and IRS scrutiny.

Do you have a personal finance plan? Whatever the plan, it should take your future financial needs into consideration.
Protect your family, employees and customers by seeking advice now. We can help you create specific action plans concerning compensation structure, tax laws, and reports to stakeholders.

Who will lead your business to the next generation?
Start the conversation.

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EXECUTIVE FINANCIAL RECRUITMENT

Successful Executive Recruitment is Key to Achieving Long-term Business Goals

LLG can assist you in recruiting top financial talent to help strengthen your organization’s leadership and financial strategy. Our services focus on identifying and placing highly qualified candidates for key financial roles, ensuring they align with your business goals and culture. Let us assist you in building a strong financial team that drives success and growth.

“Partnering with LLG’s financial recruiting team ensures that you find candidates with the right skills who align with your business’s values and objectives. LLG’s knowledge and networks can help you make informed hiring decisions that drive your business forward.”
– Anton Hendler, LLG Managing Partner

Are you seeking experts to help you find the ideal candidate?
Start the conversation.

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INVESTMENT REVIEW

Providing Quality Financial Advice and Service to Our Clients

Through several high quality affiliations we assist our clients in developing a plan to achieve your long-term financial objectives.

We help you achieve your goals by:

– Reviewing our clients current financial situation – Creating customized money management and asset allocation strategies tailored to individual circumstances – retirement plan services – Merchant banking services, and – Estate tax planning

These services are provided through our affiliate, Sharp Circle Financial, LLC, who are proud and privileged to be a member of several high quality affiliations Professional Alliance Group and to be alligned with this prestigious firm and its wealth of experts.

Are you ready to take the next step in achieving your long-term financial goals?
Start the conversation.

LLG