CPAs and Consultants

Wealth Advisory

Wealth Advisory

Lifetime Wealth Management

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.

Start-up/ M&A Buy-Side

We assist to start businesses
through LEK experts' know-how
in company establishment and
acquisition.

Growth/ Manage

We develop action plans to drive
value enhancement, implementing
growth strategies that build a
strong foundation for
your business's future.

Maturity/ Value up

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.

Start-up/ M&A Buy-Side

Our service prepares your
business for a smooth transition,
whether it's a sale, merger or
succession.

OUR SERVICES
Start-up / M&A Buy-Side

- Corporate Set-up

- Strategic Vision

- Acquisition Target

- Financial/Commercial Due Diligence

- Valuation

- Purchase Price Adjustment

- Integration

- Implementation Plan

Growth / Manage

- Audit / Review

- Managerial Accounting

- Internal Controls & Tax planning

- Transfer Pricing

- R&D Credit

- Cost Segregation

- Private Accounting

- Risk Management

 

Maturity / Value up

- Process Automation

- Quality of Earnings

- Cost Management

- Supply Chain Improvement

- Improve Finance & Operation Costs

- Operational Improvement

- Digital Transformation

 

Transition / M&A Sell-Side

- Business Succession Plan

- Business Valuation

- Sell Side Advisory

- Personalized Financial Planning

- Estate Planning

- Retirement Plan

- ESOP

- Investment Advisory

-Investment Banking & M&A

Start-up / M&A Buy-Side
Corporate Set up

Entity Selection

Business Plan Sevelopment

Capital Raise Advisory

Tax planning Strategies for New Businesses

IT Setup Services

Strategic Vision / Implementation

Business Structure

Operating Model

Financial Visibility / Dashboards

Budgeting

Internal Controls / Processes

Financial Reporting Packages

Systems Conversion / Implementation

M&A Buy-Side Services

Target Identification

Deal Structuring

Due diligence & Valuation

Understand Financial Position and Minimize Risk

Purchase Price Adjustment

Post-Merger Integration

Growth / Manage
01
Audit and Attest

Audit

Review

Compilation

Agreed upon procedures

02
Managerial Accounting

Budget vs. Actual Comparison

Cost Price Calculations

Profitability Analysis

Monthly Financial Reports

03
Tax planning & Compliance

Tax Planning

Tax Provision

Transfer Pricing

Cost Segregation

R&D Credit

IRS Dispute Resolution

04
Internal controls

Design and Refine

Your company's

Internal Control Processes

SOX Compliance

05
Private Accounting

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

06
Risk Management

Risk Identification and Assessment

Risk Mitigation Strategies

Legal Collaboration

Maturity / Value up
Operational improvements
  • Supply Chain Strategies

  • Process Automation

  • Operation Process Improvement

  • Resource Solutions

Finance improvements
  • Cost Management

  • Capital Structure Improvement

  • Cashflow Improvement

  • Operating Costs and General Expenses Analysis

  • Quality of Earnings

Digital transformation
  • Technology Automation

  • Software Selection & Implementation

  • Cloud Data Management

Business Analytics
  • Benchmarking of Various subsidiaries/Departments / Countries

  • Profitability Analysis

  • Predictive Analytics

  • Revenue Leakage Analysis

  • Summarized and Detailed Reports Based. on Key Performance Indicators

  • Data Analytics

Transition / M&A Sell-Side
  • Business Transition Plan

  • Investment & Financial Planning

  • Investment & Financial Planning

  • Tax Strategy

  • Gift and Estate Planning

Business Transition Planning
01
Goals and Objectives

Defining the reasons and goals for exiting
the business, such as retirement,
pursuing other opportunities, or financial
planning

02
Timeline

Establishing a timeline for the exit plan,
which may include specific milestones and
deadlines for each phase of the transition
process

03
Valuation

Determining the value of the business
through a thorough valuation process,
considering assets, liabilities, revenue
streams, market conditions,
and potential future earnings

04
Sale or Transfer Strategy

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

05
Succession Planning

Identifying and grooming successors
for leadership roles to ensure continuity
and stability during and after the transition
 

06
Risk Management

Assessing and mitigating risks
associated with the exit plan, such as
potential disruptions to operations, loss
of key talent, or market changes

M&A: Strategic Sell-Side Advisory
  • Risk Assessment

    We provide expert guidance on the sale of your business, helping you navigate the market to find the right buyer.

  • Company Preparation

    Our advisory service includes preparing your company for sale, enhancing its value, and positioning it attractively to potential buyers.

  • Maximizing Value

    We work to maximize the value of your business, ensuring you get the best possible outcome from the sale process.

Deal Sourcing and
Structuring

Target Identification
Deal Structuring
Strategic Alignment

Due Diligence and
Valuation

Thorough Assessment
Accurate Valuation
Risk Identification

Execution
 

Preparation for Sale
Buyer Identification
Sale Process Execution

Risk Management and
Legal Support

Risk Identification and Assessment
Risk Mitigation Strategies
Legal Collaboration

Investment & Financial Planning
  • Risk Assessment

    We assess your risk tolerance and develop strategies to manage investment risks effectively.

  • Portfolio Diversification

    Our investment strategies emphasize portfolio diversification to protect your wealth.

  • Balanced Approach

    We help you strike a balance between risk mitigation and potential returns.

  • Holistic Approach

    We take a holistic approach to financial planning, integrating your investment strategies with your broader financial goals.

  • Efficient Asset Management

    Our services ensure that your assets are managed efficiently and in alignment with your long-term objectives.

  • Personalized Strategies

    We develop personalized strategies that cater to your unique financial situation and aspirations.

Private Equity
Investment

Exclusive Access
Limited Partner Participation
Expert Management

Venture Capital & Growth
Fund Investment

High-Risk, High-Reward Opportunities
Careful Selection
Innovative Investments

Real Estate Investment
 

Portfolio Diversification
Lucrative Opportunities
End-to-End Guidance

Tax-Efficient
Investment Strategies

Maximizing Tax Benefit
Tax Law Alignment
Tax Liability Optimization

Tax Strategy
  • Current Situation Analysis

    We conduct thorough reviews of your current tax situation to identify opportunities for tax savings.

  • Compliance Assurance

    Our team ensures full compliance with the latest tax regulations while minimizing your tax liability.

  • Strategy Development

    Based on our review, we develop comprehensive tax strategies tailored to your specific financial situation.

  • Collaborative Approach

    We work closely with legal and financial advisors to structure your wealth transfer efficiently.

  • Trust Utilization

    Our strategies may include the use of trusts to minimize taxes and maximize inheritance for your beneficiaries.

  • Gifting Strategies

    We develop gifting strategies that take advantage of tax exemptions and benefits.

Multi-Generational
Tax Planning

Current Needs Assessment
Future Generation Planning
Efficient Wealth Transfer

Business Lifecycle
Tax Strategyt

Startup Phase
Growth Phase
Succession Planning

Succession and
Estate Planning

Asset Transfer Planning
Inheritance Tax Navigation
Legacy Preservation

Optimizing Business
Exit and Sale

Sale Structuring
Tax Relief Utilization
Reinvestment Planning

Gift and Estate Planning
  • Advanced Planning Techniques

    We use advanced planning techniques such as trusts and life insurance to minimize estate taxes.

  • Charitable Donations

    Our strategies may incorporate charitable donations to reduce estate tax liabilities.

  • Wealth Protection

    We structure your estate to protect as much of your wealth as possible from taxation.

  • Tax Exemption Maximization

    We develop tailored gifting strategies that maximize tax exemptions and benefits

  • Asset Transfer Efficiency

    Our strategies allow you to transfer assets to your loved ones in a tax-efficient manner.

  • Long-Term Impact Assessment

    We assess the long-term impact of gifting strategies on your overall estate plan.

Cross-Border
Tax Planning

International Expertise
Tax Treaty Navigation
Compliance Assurance

Multi-Generational
Estate Planning

Long-Term Focus
Wealth Preservation
Tax Minimization

LEK Partners

ADDRESS: 3805 CRESTWOOD PARKWAY, SUITE 130, DULUTH, GA 30096

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Tel : (770) 799-8111 l Fax : (888) 524-4416

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Email : INFO@LEKPARTNERS.COM

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