Company Overview of LWBJ Financial, LLC

Company Overview

LWBJ Financial, LLC provides financial services for companies, families, and individuals in the United States. It offers certified public accountancy, tax preparation and planning, auditing and bookkeeping, financial forecasting, outsourced financial management, succession and estate planning, capitalization and financing strategies, venture acceleration, strategic business planning and development, personal and family office administration, and executive compensation and benefits consulting services. The company provides consulting services, including business start-up, growth strategies and financial modeling, financing alternatives, operational and financial consulting, and turnaround ser...

LWBJ Financial, LLC provides financial services for companies, families, and individuals in the United States. It offers certified public accountancy, tax preparation and planning, auditing and bookkeeping, financial forecasting, outsourced financial management, succession and estate planning, capitalization and financing strategies, venture acceleration, strategic business planning and development, personal and family office administration, and executive compensation and benefits consulting services. The company provides consulting services, including business start-up, growth strategies and financial modeling, financing alternatives, operational and financial consulting, and turnaround services and receiverships; investment banking services, such as valuations, merger and acquisition, and capital raise; and real estate services, including re-structuring ownership arrangements, acquisition and disposition analysis, preparation of financing packages, development strategy, and market research and analysis. It also offers bill pay, budget assessment, and planning services. The company offers Equity Access Solution, a succession planning solution for business owners to plan their retirement. It serves start-ups, public companies, entrepreneurs, and executives in manufacturing and wholesale distribution, real estate and construction, health care, governmental entities, technology, telecommunications, agri-business, and finance sectors. LWBJ Financial, LLC was founded in 1992 and is based in West Des Moines, Iowa.

Key Executives for LWBJ Financial, LLC

Similar Private Companies By Industry

Recent Private Companies Transactions