Wealth Advisory
Wealth Advisory
Lifetime Wealth ManagementWelcome 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.
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
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
Audit and Attest
•Audit
•Review
•Compilation
•Agreed upon procedures
Managerial Accounting
•Budget vs. Actual Comparison
•Cost Price Calculations
•Profitability Analysis
•Monthly Financial Reports
Tax planning & Compliance
•Tax Planning
•Tax Provision
•Transfer Pricing
•Cost Segregation
•R&D Credit
•IRS Dispute Resolution
Internal controls
•Design and Refine
•Your company's
•Internal Control Processes
•SOX Compliance
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
Risk Management
•Risk Identification and Assessment
•Risk Mitigation Strategies
•Legal Collaboration
Operational improvements
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Supply Chain Strategies
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Process Automation
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Operation Process Improvement
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Resource Solutions
Finance improvements
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Cost Management
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Capital Structure Improvement
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Cashflow Improvement
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Operating Costs and General Expenses Analysis
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Quality of Earnings
Digital transformation
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Technology Automation
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Software Selection & Implementation
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Cloud Data Management
Business Analytics
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Benchmarking of Various subsidiaries/Departments / Countries
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Profitability Analysis
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Predictive Analytics
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Revenue Leakage Analysis
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Summarized and Detailed Reports Based. on Key Performance Indicators
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Data Analytics
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Business Transition Plan
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Investment & Financial Planning
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Investment & Financial Planning
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Tax Strategy
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Gift and Estate Planning
Goals and Objectives
Defining the reasons and goals for exiting
the business, such as retirement,
pursuing other opportunities, or financial
planning
Timeline
Establishing a timeline for the exit plan,
which may include specific milestones and
deadlines for each phase of the transition
process
Valuation
Determining the value of the business
through a thorough valuation process,
considering assets, liabilities, revenue
streams, market conditions,
and potential future earnings
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
Succession Planning
Identifying and grooming successors
for leadership roles to ensure continuity
and stability during and after the transition
Risk Management
Assessing and mitigating risks
associated with the exit plan, such as
potential disruptions to operations, loss
of key talent, or market changes
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Risk Assessment
We provide expert guidance on the sale of your business, helping you navigate the market to find the right buyer.
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Company Preparation
Our advisory service includes preparing your company for sale, enhancing its value, and positioning it attractively to potential buyers.
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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
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Risk Assessment
We assess your risk tolerance and develop strategies to manage investment risks effectively.
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Portfolio Diversification
Our investment strategies emphasize portfolio diversification to protect your wealth.
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Balanced Approach
We help you strike a balance between risk mitigation and potential returns.
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Holistic Approach
We take a holistic approach to financial planning, integrating your investment strategies with your broader financial goals.
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Efficient Asset Management
Our services ensure that your assets are managed efficiently and in alignment with your long-term objectives.
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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
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Current Situation Analysis
We conduct thorough reviews of your current tax situation to identify opportunities for tax savings.
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Compliance Assurance
Our team ensures full compliance with the latest tax regulations while minimizing your tax liability.
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Strategy Development
Based on our review, we develop comprehensive tax strategies tailored to your specific financial situation.
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Collaborative Approach
We work closely with legal and financial advisors to structure your wealth transfer efficiently.
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Trust Utilization
Our strategies may include the use of trusts to minimize taxes and maximize inheritance for your beneficiaries.
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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
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Advanced Planning Techniques
We use advanced planning techniques such as trusts and life insurance to minimize estate taxes.
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Charitable Donations
Our strategies may incorporate charitable donations to reduce estate tax liabilities.
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Wealth Protection
We structure your estate to protect as much of your wealth as possible from taxation.
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Tax Exemption Maximization
We develop tailored gifting strategies that maximize tax exemptions and benefits
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Asset Transfer Efficiency
Our strategies allow you to transfer assets to your loved ones in a tax-efficient manner.
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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
ITel : (770) 799-8111 l Fax : (888) 524-4416
IEmail : INFO@LEKPARTNERS.COM
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