LSH Company Brochure

LSH personally assists high net worth individuals and business owners in defining their goals and implementing strategies. By offering intelligent guidance, flexibility and choice, we assist our clients in structuring their portfolios, and making timely business decisions on their own terms.

Since our firm's beginning in 1956 when "Ike" was President, we've intelligently offered financial and business consulting services to closely-held companies ranging from professional service organizations to multimillion dollar manufacturing and distribution companies.

LSH offers three distinct areas of professional expertise: Tax (financial planning, succession issues, and others), Accounting and Auditing, and Professional Business Consulting Services (business valuations, business sales, mergers and acquisitions, tactical and strategic planning, and capital financing).

Serving the unique requirements of individuals and business owners forms the cornerstone of our practice at LSH. We provide reasonable and intelligent professional accounting and business support, expertise, and representation. This has remained the primary focus for over forty years of our business. Clients are always offered choice and intelligent services.

ACCOUNTING & AUDITING SERVICES

LSH provides a full service accounting and auditing department. Our primary services include:

Compliance Services:

Business audits, reviews, compilations, attestations and special purpose reports, personal financial benefit from statements, and preparation of reports and filing for various regulatory agencies.

"You will benefit from our approach which stresses good judgment, flexibility and common sense."

Financial Services:

Book keeping services, summaries of cash receipts and disbursements, transactional entries, payroll checks, check writing service, bank reconciliations, fixed asset maintenance, and depreciation reports, interim and annual assistance with closing books and records.

Consulting Services:

Litigation support, accounting system installation, projections and forecasts, operational audits or reviews, business management, comtroller functions, accounting personnel hiring, and high-tech microcomputer accounting system installation.

PROFESSIONAL TAX SERVICES

LSH's professional tax staff have extensive experience in the practice areas of income, estate, exempt organizations, and gift taxes. Available to you is a wide range of services and successes in the compliance, planning, and IRS representation arenas. A representative listing of our tax services include:

Tax Compliance:

Individual, corporation, partnership, fiduciary, limited liability corporation, and estate and gift tax.

Tax Planning: estate and gift planning, charitable trust, asset allocation, family limited partnership, charitable giving, private foundation, and executive compensation and planning.

IRS Representation: Many of our clients benefit from our representation at the IRS or California Franchise Tax Board each year. We have an impressive record for negotiating favorable settlements for our clients.

PROFESSIONAL BUSINESS SERVICES

LSH provides quality value added business services in the following disciplines:

Business Valuations: Our sophisticated business valuation services aid clients in determining the fair market value of their enterprise. A valuation is an extremely important tool to measure wealth, direction, and the health of one's organization. It is absolutely essential for a business sale, to prepare for a merger or an acquisition, or for gifting and estate values.

Business Sales, Mergers and Acquisitions:

LSH assists private business owners in realizing the full value of their companies from a successful business sale, merger, or through a timely business acquisition. Capital financing is available for these projects.

Strategic Planning and Alternative Analysis:

We offer valuable planning assistance to help business owners in plotting the direction of their companies. We analyze alternatives with respect to growth, liquidity, capital financing, and the structure of each business against personal goals. We offer alternatives to maximize wealth while achieving goals and objectives.

LSH SUPPORTS BUSINESS OWNERS

Quality business services help create and support informed decisions. We support and empower business owners to make timely and informed decisions on their own terms.

A track record of leadership and consistent results on behalf of our clients demonstrates our commitment to serving the special needs of lower to middle market business owners. Guided by our experience, successes and knowledge of many marketplaces, we continue to strengthen our commitment to your future.

"Our goal is to provide flexible and intelligent business services not ordinarily available from one firm."

External factors such as the economy, taxes, and legislation alter marketplaces. But these issues also present challenges which, if properly managed, can be turned into opportunities. Our knowledge and services are designed to respond to the constantly changing requirements of business owners. They expand options and assist owners in realizing their goals.

Lee, Sperling, Hisamune's focus is very specific...

"You will benefit from our approach which stresses good judgment, flexibility and common sense."

"Our goal is to provide flexible and intelligent business services not ordinarily available from one firm."