Wealth Advisory
Welcome to the Lifetime Wealth Management, your trusted partner in navigating the complex world of financial success.
Our comprehensive suite of services is designed to support you through every stage of your business and personal financial journey.
From business development to exit planning, we offer expert guidance to help you build, protect, and transfer your wealth effectively.
We assist to start businesses
through LEK experts' know-how
in company establishment and
acquisition.
We develop action plans to drive
value enhancement, implementing
growth strategies that build a
strong foundation for
your business's future.
We provide tools and metrics to
continually measure your
progress, revisiting and adjusting
your goals to ensure they align
with the overall strategy for
growth and value enhancement.
Our service prepares your
business for a smooth transition,
whether it's a sale, merger or
succession.
- Corporate Set-up
- Strategic Vision
- Acquisition Target
- Financial/Commercial Due Diligence
- Valuation
- Purchase Price Adjustment
- Integration
- Implementation Plan
- Audit / Review
- Managerial Accounting
- Internal Controls & Tax planning
- Transfer Pricing
- R&D Credit
- Cost Segregation
- Private Accounting
- Risk Management
- Process Automation
- Quality of Earnings
- Cost Management
- Supply Chain Improvement
- Improve Finance & Operation Costs
- Operational Improvement
- Digital Transformation
- Business Succession Plan
- Business Valuation
- Sell Side Advisory
- Personalized Financial Planning
- Estate Planning
- Retirement Plan
- ESOP
- Investment Advisory
-Investment Banking & M&A
Entity Selection
Business Plan Sevelopment
Capital Raise Advisory
Tax planning Strategies for New Businesses
IT Setup Services
Business Structure
Operating Model
Financial Visibility / Dashboards
Budgeting
Internal Controls / Processes
Financial Reporting Packages
Systems Conversion / Implementation
Target Identification
Deal Structuring
Due diligence & Valuation
Understand Financial Position and Minimize Risk
Purchase Price Adjustment
Post-Merger Integration
•Audit
•Review
•Compilation
•Agreed upon procedures
•Budget vs. Actual Comparison
•Cost Price Calculations
•Profitability Analysis
•Monthly Financial Reports
•Tax Planning
•Tax Provision
•Transfer Pricing
•Cost Segregation
•R&D Credit
•IRS Dispute Resolution
•Design and Refine
•Your company's
•Internal Control Processes
•SOX Compliance
•Outsourced CFO/Controller/Accountant
•Bank Reconciliation
•Journal Entries / GL Maintenance
•Chart of Accounts
•Accounts Payable / Accounts Receivable
•Audit Preparation
•Cash Flow Forecasting
•Financial Reporting Packages
•Risk Identification and Assessment
•Risk Mitigation Strategies
•Legal Collaboration
Supply Chain Strategies
Process Automation
Operation Process Improvement
Resource Solutions
Cost Management
Capital Structure Improvement
Cashflow Improvement
Operating Costs and General Expenses Analysis
Quality of Earnings
Technology Automation
Software Selection & Implementation
Cloud Data Management
Benchmarking of Various subsidiaries/Departments / Countries
Profitability Analysis
Predictive Analytics
Revenue Leakage Analysis
Summarized and Detailed Reports Based. on Key Performance Indicators
Data Analytics
Business Transition Plan
Investment & Financial Planning
Investment & Financial Planning
Tax Strategy
Gift and Estate Planning
Defining the reasons and goals for exiting
the business, such as retirement,
pursuing other opportunities, or financial
planning
Establishing a timeline for the exit plan,
which may include specific milestones and
deadlines for each phase of the transition
process
Determining the value of the business
through a thorough valuation process,
considering assets, liabilities, revenue
streams, market conditions,
and potential future earnings
Deciding on the method of exiting the
business, whether through a sale to a
third party, transfer to family members or
key employees, merger, acquisition, or liquidation
Identifying and grooming successors
for leadership roles to ensure continuity
and stability during and after the transition
Assessing and mitigating risks
associated with the exit plan, such as
potential disruptions to operations, loss
of key talent, or market changes
We provide expert guidance on the sale of your business, helping you navigate the market to find the right buyer.
Our advisory service includes preparing your company for sale, enhancing its value, and positioning it attractively to potential buyers.
We work to maximize the value of your business, ensuring you get the best possible outcome from the sale process.
Target Identification
Deal Structuring
Strategic Alignment
Thorough Assessment
Accurate Valuation
Risk Identification
Preparation for Sale
Buyer Identification
Sale Process Execution
Risk Identification and Assessment
Risk Mitigation Strategies
Legal Collaboration
We assess your risk tolerance and develop strategies to manage investment risks effectively.
Our investment strategies emphasize portfolio diversification to protect your wealth.
We help you strike a balance between risk mitigation and potential returns.
We take a holistic approach to financial planning, integrating your investment strategies with your broader financial goals.
Our services ensure that your assets are managed efficiently and in alignment with your long-term objectives.
We develop personalized strategies that cater to your unique financial situation and aspirations.
Exclusive Access
Limited Partner Participation
Expert Management
High-Risk, High-Reward Opportunities
Careful Selection
Innovative Investments
Portfolio Diversification
Lucrative Opportunities
End-to-End Guidance
Maximizing Tax Benefit
Tax Law Alignment
Tax Liability Optimization
We conduct thorough reviews of your current tax situation to identify opportunities for tax savings.
Our team ensures full compliance with the latest tax regulations while minimizing your tax liability.
Based on our review, we develop comprehensive tax strategies tailored to your specific financial situation.
We work closely with legal and financial advisors to structure your wealth transfer efficiently.
Our strategies may include the use of trusts to minimize taxes and maximize inheritance for your beneficiaries.
We develop gifting strategies that take advantage of tax exemptions and benefits.
Current Needs Assessment
Future Generation Planning
Efficient Wealth Transfer
Startup Phase
Growth Phase
Succession Planning
Asset Transfer Planning
Inheritance Tax Navigation
Legacy Preservation
Sale Structuring
Tax Relief Utilization
Reinvestment Planning
We use advanced planning techniques such as trusts and life insurance to minimize estate taxes.
Our strategies may incorporate charitable donations to reduce estate tax liabilities.
We structure your estate to protect as much of your wealth as possible from taxation.
We develop tailored gifting strategies that maximize tax exemptions and benefits
Our strategies allow you to transfer assets to your loved ones in a tax-efficient manner.
We assess the long-term impact of gifting strategies on your overall estate plan.
International Expertise
Tax Treaty Navigation
Compliance Assurance
Long-Term Focus
Wealth Preservation
Tax Minimization
LEK Partners
ADDRESS: 3805 CRESTWOOD PARKWAY, SUITE 130, DULUTH, GA 30096
ITel : (770) 799-8111 l Fax : (888) 524-4416
IEmail : INFO@LEKPARTNERS.COM
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