Generating Growth, Building Connections

When it comes to handling your portfolio, LBMC understands your goals. That’s because they’re our goals too. You have big decisions to make, and we aim to give you the tools, insight and resources to help you succeed.

Our team of highly accredited, hands-on advisors brings far-reaching, national experience to a variety of clients from diverse industries, including healthcare, manufacturing, technology and beyond. With varying portfolio sizes, our clients range from local to national private equity organizations.

Thanks to the deep backing of the LBMC Family of Companies, we have the resources to provide both the business services to meet your daily needs and the connections to help facilitate your next investment. With our tailored, holistic approach, we go beyond basic accounting and focus on the big picture — working to increase company value and drive private equity growth.

We offer a wide range of services designed to enable you to look forward and advance your portfolio company without any unexpected surprises. With both buy-side and sell-side transaction services, we have the capability and expertise to take you from start-up to liquidation. Whether bundling services or creating a customized a la carte plan, LBMC has the expertise to be a partner in your progress.

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Introducing LBMC’s Private Equity Services

LBMC’s Experience with Private Equity Organizations

LBMC understands that challenges are inevitable at every stage of a private equity investment, and our business services are crafted to meet those business needs, however unique they might be. We have services and expertise tailored precisely for private equity organizations and related portfolio companies using our centralized model.

LBMC has experience working with a wide variety of investment firms, including:

  • Private equity
  • Mezzanine debt
  • Investment banking
  • Venture-backed

Additionally, we have experience with all stages of funds, including start-up and formation issues, operation issues, work-out planning, partner allocations valuation and wind-down activities.

We leverage the vast resources of the LBMC Family of Companies to bring you exactly what you need to succeed. Let us provide the added resources necessary to build a stronger portfolio company from the inside out.

THE FIRST 100 DAYS: How can LBMC ENCORE services help you?

The first 100 days after your acquisition are crucial for a successful integration of a new business. You should identify a dedicated partner and an action plan to avoid missing essential steps. With LBMC’s ENCORE packages, we offer a wide array of services that provide stability and create an operational foundation during a period of rapid change. This gives comfort to private equity groups and executive teams allowing them to focus on growing the new entity while we support new platforms. LBMC ENCORE services include:

Analytics Services

Monitoring your daily operations and KPI’s can be a time consuming and overwhelming task. Assistance with building functional dashboards and operational tools can help you and your team take the pulse of the organization and act when the time is right.

Cybersecurity Services

As the day-to-day business environment becomes so reliant upon technology, companies are exposed to cybersecurity threats constantly. It is important to have a partner that works to protect against these threats and establish best practices within your IT infrastructure to ensure your data is secure. When you feel confident that your data is protected, your customers and patients can rest assured that their data is protected.

Healthcare Consulting

Healthcare organizations are faced with constant changes to their operating environment. A healthcare consulting team of experts with real-world operations and healthcare management experience can serve as an extension of your team and provide the guidance to address areas of need and propel your organization forward.

Managed Services Organization (MSO)

Many companies leverage numerous providers and systems to address different components of accounting, revenue cycle, technology, payroll and other operational processes.  The challenges associated with monitoring these disparate systems and processes can be alleviated through a  Managed Services Organization (MSO). An MSO model brings all these processes under one roof in a consistent and streamlined approach, which reduces the monitoring burden on an executive team.

Financial Services

Once you have closed a transaction, there are a significant number of processes to implement and tasks to complete. The LBMC team has assisted companies through hundreds of transactions to alleviate pressure from accounting and finance teams that are stretched to ensure the implementation goes smoothly.

Frequently Asked Questions

What are the benefits of utilizing LBMC services?

Benefits include:

  • One-stop shop for multiple services saving headaches from working with multiple advisors/ vendors.
  • One main point of contact for multiple services.
  • Cost savings to you in bundling services with one partner.

Who will my designated contact be at LBMC?

Your concierge will be your main point of contact. This person will act as an account manager to ensure that you are satisfied and to keep you updated on all projects. The concierge will meet regularly with the internal LBMC team to discuss status, etc. and provide you with updates.

Will I have to spend time talking with multiple teams across services?

While you will need to interact with various service teams to plan and implement those respective services, your concierge will be your main point of contact. This person will ensure holistic communication to the LBMC teams to reduce redundancies in communication with you.

How much money will I save by bundling services?

You can expect a minimum discount of 5-10% in cost savings.

Will I have one or multiple invoices to pay?

For your convenience, you will have one bill to pay with details of the multiple services included. Any one-off projects or changes to scope with be invoiced separately.

Will I be able to add or remove services as needed?

Yes! We recognize that needs can change over time. Packages can be scaled over time based on the evolution of the new entity and level of support needed.

Do I need to subscribe to all the services in a package or can I pick and choose what I need?

All our services can be packaged or provided a-la-carte based on your needs. We can also create custom packages.

Executive Team

Link to Brad Private Equity

Brad Bonde

Shareholder, Healthcare Services

phone icon email icon Nashville
phone icon email icon Nashville
Link to Jim Private Equity

Jim Callihan

Shareholder, Audit and Advisory

phone icon email icon Chattanooga
phone icon email icon Chattanooga
Link to Andrew Private Equity

Andrew Lowe

Knoxville Market Leader, Shareholder, Valuation and Litigation Support Services

phone icon email icon Knoxville
phone icon email icon Knoxville
Link to John Mark Private Equity

John Mark McDougal

Shareholder, Accounting and Assurance

phone icon email icon Nashville
phone icon email icon Nashville
Link to Brian Private Equity

Brian Marynowitz

Shareholder, Transaction Advisory Services

phone icon email icon Nashville
phone icon email icon Nashville
Link to Jim Private Equity

Jim Meade

CEO and Managing Shareholder, LBMC, PC

phone icon email icon Nashville
phone icon email icon Nashville
Link to Lisa Private Equity

Lisa Nix

Shareholder, Practice Leader Transaction Advisory Services

phone icon email icon Nashville
phone icon email icon Nashville
Link to Matt Private Equity

Matt Smith

Shareholder, Audit and Advisory

phone icon email icon Nashville
phone icon email icon Nashville
Link to Art Private Equity

Art Van Buren

Shareholder, Tax

phone icon email icon Nashville
phone icon email icon Nashville

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