Management Consulting

• Shareholder value enhancement
• Restructuring/reorganization
• Lender relations
• Financing, capital and private equity placements
• Finance reporting and forecasting systems/controls
• Mergers, acquisitions, sale
• Tax strategy
• Operations alignment

Knowing the value of your business is important for tax, regulatory and legal reasons such as divorce or lawsuits. Valuations also play an important role in many business and financial planning situations.

You can count on a thorough independent analysis using current valuation tools and resources. Our specialized training will provide well-reasoned, supportable values relevant to your type of business. Our valuation professionals are Certified Public Accountants designated as Accredited in Business Valuation (ABV) by the American Institute of Certified Public Accountants (AICPA).

We have experience in all aspects of valuation, including the following:

• Gifting and estate tax planning
• Mergers and Acquisitions
• Shareholder transactions
• Litigation Support
• Financial reporting

We structure competitive compensation and benefit packages that help direct your executive team and support your bottom line. We have extensive background in designing incentive compensation programs and management incentive plans. We can assist with sales compensation strategies and reward programs.

LB Carlson works with you to facilitate a plan to complete a strategic costing review. This process is designed to increase the understanding of your cost structure and how it impacts profitability throughout the company. Our review will help you improve competitiveness in the marketplace and can help in the following areas:

• Understanding of cost structure throughout the organization
• Improved labor utilization and efficiencies
• Identification of most profitable work mix and/or customers
• Better accounting for inventories
• More reliable estimating standards and comparison of actual to estimate
• Knowledge of break-even points and knowledge based pricing decisions
• Better visibility of high margin work
• A greater understanding of production standards
• Improved scheduling and workflow
• And more…

Attorneys know the cornerstone of their case is the quality of their evidence. LB Carlson’s accredited litigation-support professionals provide your law team with forensic accounting services, expert testimony and litigation consulting to help build a strong case, including:

• Economic damage calculations
• Business valuation
• Data analysis and compilation
• Evidence assistance
• Deposition assistance
• Expert testimony

If your strategic plans include the pursuit of merger and acquisition opportunities or you are considering the sale of your business, LB Carlson has 30+ years experience in all aspects of the process. We customize our approach with each client in conjunction with their specific objectives. The following includes a brief description of some of the services we provide in the merger and acquisition process:

• Planning – develop the plan, approach, and process in consideration of various options/alternatives and client objectives.
• Prepare informational packet and presentation materials.
• Prospects – define ideal target companies, research and identify prospective buyers and sellers, and contact.
• Prepare various financial or other analysis in conjunction with process and as necessary.
• Determine projected tax ramifications of proposed transactions and advise on structure.
• Assist legal counsel in preparation, review, and negotiation of transaction documents/agreements.
• Facilitate and participate in the due diligence process.
• Assist with post-closing plans as applicable.
• And others…please contact us to learn more.

Our consultants work hard to understand your business and industry in order to provide you with constructive and objective advice to ultimately improve your operation. We review historical financial results and trends as well as develop key performance metrics that will allow you to monitor and improve your operation.

To provide our clients with the best feedback and advice, we developed a graphic arts library, which includes a monthly reporting package. Understanding your industry performance indicators, industry ratios, profit leader metrics and benchmarks allows us to help you align staffing, equipment needs and track overall operations execution.

Energizing and preparing the next generation of managers and owners at your company is an opportunity that takes careful planning. LB Carlson can help you navigate all aspects of succession planning. We can coach you through this process and assist with training and development of succeeding family members or managers. We offer an objective viewpoint and will help you set the direction of your company.

We can help your planning process by providing suggestions for the step to follow for attaining an exceptional strategic plan. We can provide ideas for setting objectives; maintain accountability and helping to facilitate the process to keep things on task.

We have experience with designing key management reporting packages that can help you achieve success in your business. We provide suggestions for reports, formats and metrics that are the most meaningful to you. Gathering performance data is critical to helping you manage your business and we can help you go beyond the numbers to get you the information you need.

We can help you maximize performance by aligning efforts across your functional business areas and tying strategic results to individual efforts. Let our experts help you bring together your strategic plan and the organizational efforts and talents within your business. Getting your team doing the right things is critical to your success.