Closely Held Business


LB Advisors works with private business enterprise across industries and entities, in California, across the country, and across the globe.  From software developers to professional services, high tech and low tech, life science and wireless, real estate to manufacturing, we have the experience and expertise to help you build your business and meet your financials goals.  We are there in the garage with entrepreneurs, assisting with entity choice and capitalization strategies.  We are there to support growth, helping to manage information flow for financial decisions.  And we are there at exit, to add value at the ultimate sale of the business.  Not selling?  We help bring generations into the family business providing the tax and accounting strategies and support needed for succession planning.

Are discussions about changing tax laws raising questions?

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