Consulting

Our clients count on us for far more than traditional accounting services.  They expect us to know their business inside and out and to have the knowledge and guidance necessary to assist in making the right decisions.  While some of The LBA Group’s consulting services are very specific to businesses within certain industries, others are relevant to any type of business.

 
 
Healthcare Consulting

The LBA Group is well known in Northeast Florida as a leading provider of consulting services to physician practices, hospitals and hospital-owned physician groups.   Our team of healthcare consulting professionals have decades of experience with strategic planning, regulatory and compliance issues, revenue enhancement and cost controls, office staff evaluation and optimization and operational assessments.  Learn more.

Retirement Plan Consulting

The LBA Group’s Retirement Plan Services division is a third-party administrator (TPA) to defined contribution and defined benefit plans. Our retirement plan experts, with over 75 years of combined experience in the field, provide consulting, compliance and advisory services for sponsors of qualified retirement and fringe benefit plans.  Learn more.

Forensic, Litigation & Valuation Services

Whether you are an attorney, business owner, bank, insurance company or in-house legal counsel, The LBA Group can assist you with all of your forensic accounting, litigation support and business valuation needs.  We believe that honesty and integrity are at the core of our business. Through the implementation of innovative solutions, our services are designed to provide our clients with professional in-depth analyses based on significant industry expertise and business acumen derived from years of hands-on experience.  Learn more.

Mergers & Acquisitions

In today’s competitive business environment, expansion through acquisition is frequently a keystone business strategy.  Many times, a merger transaction is THE single most important transaction in the history of a business.  The professionals at The LBA Group have extensive experience helping clients buy and sell businesses.  In addition, we offer pre and post-transaction advisory services to non-client companies and individuals contemplating expansion through acquisition.  The key to a successful transaction is teamwork.  The LBA Group works closely with your entire team of advisors to ensure you maximize your value and minimize transaction-related income taxes and costs.  Learn more.

Specialty Tax Studies

The tax professionals at The LBA Group are highly experienced in many of the more specialized tax studies that may pertain to you and your business.  We often uncover opportunities for our clients to take advantage of specific tax credits that can result in substantial tax savings, which ultimately has a positive impact on your bottom line.  Learn more.

Succession Planning

Planning for the succession of your business is an extremely important aspect of being an entrepreneur.  It can also be a highly emotional decision.  Do you want your family to retain ownership?  Is your goal to build the business then sell it to a third party?  Are there key employees to whom you could transition ownership?  These are just some of the many questions surrounding the succession of your business and the professionals at The LBA Group are here to help you navigate this process.  Learn more.

Technology Consulting

The LBA Group provides consulting and software application integration services to businesses, educational institutions, governmental agencies and not-for-profit organizations.   During our initial discussions with you, we develop an in-depth understanding of your organization, accounting procedures, internal controls, and the processing of accounting data and financial reporting, so that we can recommend the right solution.  Learn more.