Management Advisory Support

Helping Assess & Plan Direction

A challenge most CEOs face is getting objective insight. Even with a strong management team, it can be hard to talk about issues such as compensation, changing benefits or the future for the company. Lougen Valenti Bookbinder & Weintraub LLP (LVBW) becomes your independent, experienced observer and the confidant you can talk to about any issues or ideas.

Growth Assistance

Every growing  organization faces challenges. Opportunities develop that need to be analyzed, problems surface that need to be resolved. We help companies make difficult decisions, provide cash-flow projections, set goals, review compensation packages and guide them through growth stages or assist in restructuring efforts.

A Different Set of Eyes & Perspective

An outside perspective can cut through learning curves and assist in refining efforts. We bring decades of experience gained from helping others and observing hundreds of companies. Let us bring these best practices to your business.


There is a good chance one of our clients has already experienced something similar to the situation you might be facing. This enables us to assess and quickly resolve any issues you may be facing.

Some of Our Services Include:

  • Business Plan Design & Review
  • Goal Setting
  • Forecasts & Budgets
  • CFO | Controller Support
  • Capital & Cash Requirements Planning
  • Benefit Plan Analysis
  • Mergers & Acquisitions Due Diligence
  • Business Valuations
  • Exit, Transition & Succession Planning

Lifecycle Support

As your advisors, we help you navigate through the different stages of the business lifecycle. We work with clients from start-up through the sale of their company. Some clients come to us when they are just starting out, while others begin with us at a different point in their lifecycle. Many outgrow their current firm or realize they need a firm like LVBW, capable of helping  address more complex issues.

Download PDF

The Next Step

Take the first step and call us today at 716.204.9000 to see what our firm can do for you.