Consulting Services:

Lowenberg Consulting provides a people-first decision making process that leads to a more valuable business, more cash flow, and more satisfaction now - and in the future.

Our Six Step Process:

Valuation- Market Value Assessment (MVA)

Understand what your business is worth under different circumstances; sale, key employee equity planning and even estate and transfer planning.

Value Driver - Key Person Planning

Learn what action steps make your business more valuable and make it easier to retain key personnel.

Monetization - Convert Business Value to Cash

Reduce and eliminate taxes while building personal and executive wealth.

Contingency Planning & Minimize Risk

Assure the continuity and succession of your business without sacrificing value for yourself and those you care about.

Financial Modeling

Compare different options making informed decisions based on what if scenarios, tax and financial plans.

Legacy Planning

Your wealth will impact many. Decide how and where its impact is most desirable to you, including repurposing tax dollars into a family foundation.