Professional advisory services to meet your needs

Buying or selling a business is a critical decision for a business leader. Experienced advice from a mergers and acquisition specialist can really round out your team of professional advisors - legal, accounting, tax, and business operations - as you sort through the big issues and work toward a successful outcome.

Lingate Financial Group provides a full range of professional advisory services tailored to meet each client's specific needs, whether they are an emerging privately owned business or larger multi-division corporation.

Selling Your Business
The transition of ownership of your business is the culmination of a great deal of hard work, endless hours, and a big financial investment. We can serve as you transaction specialists, assisting you with needs assessment, market analysis, marketing plan development, project management, marketing, buyer identification, negotiation, and transaction structure. More...

Recapitalizing Your Business
Critical changes in your business - such as partner retirement, divorce, estate planning, change of focus, etc. - may necessitate a recapitalization of the business to achieve the goals of the business owners. We're able to develop creative solutions to the unique challenges that come with recapitalization of a business. More...

Buying A Business
A great deal of planning and groundwork goes into properly preparing for buying a business. We work with individuals and companies of all sizes, and at all stages of the acquisition process, to assist them in purchasing the "right" business, at the "right" time, and at the "right" terms. More...