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    • Home
    • About
      • Firm News
      • Giving Back
      • Memberships
      • Meet Our Team
      • Testimonials
      • Why Choose Lakkis CPA
    • Services
      • Assurance
      • Business Advisory
      • Financial Planning
      • Outsourced Accounting
      • Tax Planning
      • Tax Preparation
    • Knowledge Center
      • Industry News
      • Helpful Links
    • Contact Us
    • Client Center
      • Client Payment
      • Client Portal

  • Home
  • About
    • Firm News
    • Giving Back
    • Memberships
    • Meet Our Team
    • Testimonials
    • Why Choose Lakkis CPA
  • Services
    • Assurance
    • Business Advisory
    • Financial Planning
    • Outsourced Accounting
    • Tax Planning
    • Tax Preparation
  • Knowledge Center
    • Industry News
    • Helpful Links
  • Contact Us
  • Client Center
    • Client Payment
    • Client Portal

Business Advisory

From new business formation and strategic planning to mergers and acquisitions, we are  prepared to take on our clients’ most complex transactions and issues.

Through superior personalized service, our top-tier professionals work with our clients to get to know their businesses beyond their financial  statements, and to understand their most important priorities and needs.  As a trusted advisor, our clients know that their businesses are operating efficiently and competitively.

Your business is your most valuable asset, which is why our team takes the time to understand your company’s vision and priorities.  We offer comprehensive and insightful consulting services for businesses of all sizes, within a variety of industries, to help you achieve sustainable  growth.

We have decades of  experience working with clients across a wide range of markets and industries.

  • Reviews and recommendations for improving internal controls 
  • Complex business and tax transactions
  • Business plan preparation and review
  • Start-up assistance
  • Merger and acquisition services
  • Financial due diligence for buyers
  • Business restructuring 
  • Succession planning 
  • Entity structuring 
  • Design and implementation of client managed accounting systems 
  • Insurance review and recommendations 
  • Quarterly and annual compliance reporting 

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