Industries We Serve

LWBJ partners and our professional staff have significant practical experience in successfully serving the CPA, business advisory and investment banking  needs of clients in a variety of industries.

Real Estate & Construction

The firm has a strong history of service to clients in real estate and construction – including developers, homebuilders, lessors, brokers, syndicators, asset managers, general contractors and subcontractors. We provide experienced audit, tax compliance and consulting services, as well as business advice regarding capitalization, investment and organizational structure, operations, accounting methods and strategies, public-private partnerships, investment analysis, tax credits and other incentives.

Manufacturing, Distribution & Retail (MDR)

The firm works closely with MDR clients to enhance cash flows, minimize taxes and maximize the benefit of available tax credits and incentives. We accomplish this by enhancing inventory valuation methods, restructuring (where appropriate) and consulting in the areas of manufacturing, exporting and expansion.

Technology & Communications

LWBJ has a long, successful history of serving clients in software development, web-based technologies, SaaS, data processing, telecommunications and call centers. We have assisted clients in the initial formation and capitalization of many of these types of businesses. In addition, we have performed valuations and served as the M&A advisor on multiple transactions. Firm partners serve as board members, advisors or sponsors for the Technology Association of Iowa, Start Up City Des Moines, Plains Angels and Nestmint Fund.

Agribusiness & Life Sciences

The business of agriculture – including agrichemicals, breeding, crop production, distribution, machinery, processing, seed supply and food production – is core to the worldwide economy.

Life science companies, both human and agribusiness, face complex challenges as they move from development and inception to commercialization.

LWBJ serves significant clients in both agribusiness and life sciences by advising in the development of optimal structures and efficient tax strategies, compliance with regulations and the achievement of financing and/or IPO readiness. We provide experienced financial guidance, including outsourced CFO services, to help maximize shareholder value. We deliver transaction assistance and due diligence to clients seeking growth through acquisition. And the firm has successfully served as the M&A advisor for transactions involving clients in animal protein, food processing, renewable energy and cleantech/biotech.

From our offices in West Des Moines and Ames, the firm is well positioned within the Cultivation Corridor, America’s premier agbioscience region. In addition, we work closely with the Renewal Rural Iowa Initiative of the Iowa Farm Bureau Federation.

Professional & Business Services

The firm works with architectural, engineering, legal and medical firms, as well as numerous B2B and B2C companies, technology-based businesses, money managers and broker-dealers. We serve their needs for audit, tax compliance and consulting services – including organizational structures, profit allocations, new and exiting partner issues, revenue and expense recognition and succession planning.

Venture Capital & Private Equity

LWBJ serves a number of leading state and regional venture capital and private equity firms. They appreciate our focus on small- and middle-market businesses, which aligns closely with their investment objectives. Through consulting and business advisory services, we help maximize the value of portfolio companies. Through M&A advisory and investment banking services, we help efficiently capture that value.

In addition, we help client firms and funds optimize operations and return – from recommending tax-efficient structures and strategies to helping assure compliance with ever-changing regulations. We are experts in value analysis and financial reporting, and we are regularly called upon to analyze potential investments and perform due diligence.

Healthcare

LWBJ is experienced in providing consulting, accounting,  audit and assurance services to multi-specialty healthcare organizations, physician groups, ancillary service providers and healthcare technology companies. In addition to helping clients grow their businesses, we led negotiations on a partial sale to a regional hospital.

Nonprofit & Government-Funded Entities

The firm delivers the specialized knowledge and experience required to serve foundations, charities, cultural organizations, human and social services entities and faith-based groups. We understand the unique challenges and opportunities faced by these clients and help them satisfy their fiscal responsibilities, so they are better positioned to advance the missions for which they were founded.

Single- & Multi-Employer ERISA Plans

As a member of the AICPA Employee Benefit Plan Audit Quality Center, LWBJ provides the specialized knowledge and experience required to help clients satisfy ever-changing Department of Labor and Internal Revenue Service regulations. The firm completes more than 55 benefit plan audits each year.

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