Consulting Services

LVBW offers a wide range of services to our individual and business clients. Our clients benefit by getting personalized, quality service that is beyond comparison. LVBW provides consulting services to meet the diverse needs of our clients. 

Pension and Profit-Sharing Plan Design

Qualified retirement plans can provide significant tax advantages for closely-held businesses and self-employed individuals. LVBW assists in evaluating the retirement plan that will best serve the needs of individuals and organizations and a whole. 

Retirement Planning 

Successful implementation and periodic review of your financial plan will ensure financial independence during your working years and throughout your retirement years. LVBW Wealth Management assists in evaluating the retirement plan that will best serve your needs. 

QuickBooks® Consulting 

At LVBW our Certified QuickBooks ProAdvisor, Chris Blach, can help small businesses learn, use, and customize QuickBooks for their unique needs.  Our services include:

  • Certified Quickbooks advisorInstallation
  • Set up of general ledger accounts
  • Loading of historical data
  • Customization of features
  • In-house training
  • Configuration of customized reports
  • On-going support

LVBW will help you get the most out of QuickBooks.

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Business Succession Planning 

Effective coordination of the transition of your business to your successors is critical to ensure its continued success. With a solid background in tax and other financial matters, LVBW is fully qualified to address the complex issues of business continuation and can assist you in developing a strategically sound plan. 

Merger and Acquisition Due Diligence 

LVBW can assist management in connection with a potential acquisition or merger. Our experienced personnel can perform due diligence procedures which include reviewing financial information and accounting practices, analyzing significant financial areas, inspecting tax returns and inquiry of the target’s management team. 

Business Valuation 

Our valuation services provide a sophisticated, accurate and defensible valuation of your business. Our firm is especially knowledgeable in providing business valuation services to a wide range of small and medium size companies. Our services cover a wide range of areas including estate and gift tax planning, buy-sell agreements between owners, a business purchase, sale, or merger, and civil litigation. 

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Litigation Support 

Litigation support involves the quantification of economic damages pursuant to existing or pending litigation using accounting and auditing techniques. LVBW’s experienced, competent staff can efficiently compile data to assist in the calculation and documentation of any potential economic loss or damages. 

Cost Segregation Studies 

LVBW, in conjunction with independent professional construction cost consultants, has the expertise to perform cost segregation studies for newly constructed, acquired, or expanded facilities. Through the proper classification of facility costs, immediate benefits are realized through increased depreciation in the early years, resulting in greater tax savings and increased cash flow. 

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Expense Reduction Analysis 

Expense reduction analysis is a process whereby LVBW can help to identify potential cost savings. The first step in the process is to identify which expense category or categories are most likely to provide meaningful expense reductions. The goal of this financial analysis is to identify those expenses that are significant or appear out-of-line. The next step is to complete a diagnostic checklist for each category selected, aimed at identifying potential expense reduction opportunities. Once the diagnostic checklist has been completed, we are ready to begin developing our expense reduction recommendations, including implementation plans.