When you want to build your business value or prepare for the next phase whether that be internal succession or third party sale.

Call me when your exit strategy includes the sale of your business. We specialize in businesses with total revenues under $6MM.

You need "one-stop" debt and equity (minority or majority) solutions to lower middle market companies (generally companies with EBITDA between $3 and $20 million)

Tax consulting, tax planning or tax return preparation for individuals or businesses is needed or when business valuation services related to purchase or sale transactions, gift or estate matters, or equitable distribution is required.

You want to buy or sell shares of private company, pre IPO stock "unicorns".

You need to decide if you will have enough, will it remain enough, and who should eventually get it.

You need valuation of a business or business interest for tax compliance, management planning, financial reporting or litigation support.

Financial planning, goals-based wealth management (retirement, reducing taxable income, children's education, charitable giving, estate planning, etc.) Lending needs (home, business, other)

You are, or know someone who is considering the sale of their business and need a trusted and confidential intermediary to guide them and manage the entire business sale process

FRANCHISING, VALUATION, LITIGATION SUPPORT, FORENSICS and CHANGE OR TRANSITIONS ARE NEEDED

Your client seeks options over the tax bite on his income, carried interest or potential sale of the underlying asset.

Your facing a large capital gains tax and need a strategy

You are or know a successful person looking for guidance on how to make smarter financial decisions.

You have a client who is interested in holistic estate and business planning for their family and small business.

You have questions and need advise on Life insurance placement, design, premium financing, buy-sell agreements, split-dollar, key person, executive comp., retention strategies

You have a client considering the sale of their privately held manufacturing, distribution or business-to-business service company.

You have any tax-related needs pertaining to closely-held business or other private equity enterprises.

Business owners are ready to begin to strategize for a tax efficient, comprehensive review of their planned or unplanned business departure!

A business owner or investor needs a disciplined value growth strategy and action plan maximizing the enterprise value of a business, together with growth plan execution management.

You have a business owner who is within a few years of selling their business or is ready to sell now.

As a Certified EOS Implementer™, I help leadership teams of growth-oriented companies gain traction so that they systematically and permanently improve.

Your client is preparing for an exit or would like to start the financial planning process or get a second opinion on their current planning.

You are ready to set ambitious personal and business goals and ready to get the professional coaching to achieve them.

When I can be of service with: Commercial loans, including real estate loans and working capital lines of credit. I can also help with depository/treasury/merchant services.

You or one of your clients is having issues and challenges in their accounting department. See the sypmtoms on my profile.

Lavoie CPA PLLC is a non-traditional accounting firm supporting business in the areas of strategic accounting outsourcing, technology and consulting. Our clients experience the power, expertise and technology of a large accounting and finance team.

I transitioned from a career as a plastic surgeon to become a consultant to medical and other highly skilled professionals. I specialize in end of career transition, which effectively makes me a personal and professional coach.

You have any kind of banking need or general question.

I can be of help!

A business valuation is needed for business planning, estate planning or litigation.

You, as a business owner, executive, or professional, are interested in improving business performance or securing your financial future.

A client wants to see how finance can be used strategically to achieve explosive growth in their business.

You have a client who needs tax advice, particularly in the areas of business structuring and formation, and due diligence when selling or acquiring a business.

Your Client is looking for clarity and confidence on their financial decisions and for a smooth transition and to maximize the personal fulfillment as they embark on the next stage in their life.

Client would like to exit and wants to meet their financial/life goals; we can stress test various scenarios to illustrate what the future might look like.

You are considering a control or non-control investment, exit, recap or growth capital.

You are looking for assistance with business valuation, forensic consulting, or expert witness services.

You have a project or client requiring business legal services such as: Documents or Operating Agreements, Business Contracts, Business Litigation, Mergers & Acquisitions or Real Estate Transactions

You have a technology company interested in an M&A exit

Any time you have a tax, legal, M & A or estate planning need.

To prevent legal issues from becoming an obstacle to your professional and business success.

....You have a trusted relationship who desires to divest his/her business and requires a competent, knowledgeable and transparent advisor to help navigate through the transaction

Valuation needs

A multi-generational family business needs to improve its value in preparation for an exit

You don't like leaving money on the table and want a team to develop a customized wealth management strategy that protects and grows your wealth before, during, and after you sell your business.

You need someone on your team that can get into the details and also provide high level advise and counsel. Someone that will do what it takes to help the client be successful.

A business leader or owner is thinking about transitioning the management or ownership of a business. The best transitions start 5 years ahead of the actual transtion.

You are in need of business counsel with transaction, tax and business questions.

Clients entrust me with a great responsibility: to guide them and help grow and preserve their assets. I work tirelessly each day to preserve their assets for their lifetime and for future generations