LWBJ Financial, LLC Information

LWBJ is one of the Midwest’s leading CPA, business advisory and M&A firms. We deliver a broad range of tax, accounting, consulting and investment banking capabilities to serve businesses and individuals. Our partners bring a wealth of Big Four experience to the table, as well as direct, hands-on involvement in all engagements. The entrepreneurial experience of partners and key staff enables us to understand & appreciate the issues facing small & middle-market businesses, as well as the individuals and families who own them. The continuity of our staff facilitates long, productive client relationships. And the depth of our in-house intellectual capital enables us to provide more timely, responsive client service. By size,LWBJ ranks in the top 1% of CPA firms,nationwide & has been honored as a G400 firm by the American Institute of Certified Public Accountants.Our G400 status facilitates direct communication and collaboration with accounting industry leaders and peers, thereby enhancing the services we provide to our clients. Through the practical experience of our business advisory and investment banking teams, we are well positioned to help clients achieve their goals.We have advised on billions of dollars in transactions. We comfortably collaborate with attorneys,bankers,CPAs and other trusted client advisors.And we hold ourselves to the highest industry standards. • Public Company Accounting Oversight Board. We operate under PCAOB guidelines and are registered to perform audits of publicly traded companies.Most local and regional CPA firms are not subject to these standards. • FINRA Broker-Dealer Regulations. We formed our broker-dealer as the foundation for our M&A and investment banking services. • Industry Specializations. We better serve our clients by developing key industry specializations, with many of the firm’s professionals having practical C-level experience in technology, communications, professional and business service industries.