Integrated Services

Comprehensive Solutions for M&A Success

At Lincolnshire Capital Advisors, we pride ourselves on providing integrated, end-to-end solutions for businesses navigating mergers, acquisitions, and reorganizations. Our approach goes beyond transaction advisory with an integrated services model that combines deep financial expertise with the specialized insights of trusted partners, including accounting firms, wealth management advisors, and IT services professionals. This holistic approach ensures that every aspect of a transaction is considered, enabling our clients to make well-informed decisions that optimize value at every stage.

About Mowery & Schoenfeld

ACCOUNTING AND TAX SERVICES

As Lincolnshire Capital’s accounting partner, our collaboration with Mowery & Schoenfeld provides clients with comprehensive financial due diligence, tax planning strategies, and accounting support. By leveraging our accounting partners’ expertise, we ensure that all financial aspects of a transaction—whether it’s a an acquisition, carve-out or total sale—are thoroughly examined, minimizing risk and maximizing value.

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Tax Services

Optimizing tax efficiency throughout the transaction lifecycle.

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Diligence Readiness

Ensuring accuracy of financial data during M&A process.

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Office of CFO Support

Providing ongoing financial support and advisory during and post-transaction.

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Transaction Advisory

Offering guidance on deal structuring, due diligence, and financial analysis.

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Xamin

MANAGED IT SERVICES & ADVISORY

In today’s fast-paced business environment, technology plays a pivotal role in the success of mergers and acquisitions. Lincolnshire Capital partners with Xamin to help businesses integrate and optimize their technology infrastructure during M&A transactions. Whether it’s assessing current systems, implementing new technologies, or streamlining digital operations, our collaboration with Xamin ensures seamless integration of technological resources, supporting long-term growth and operational efficiency post-transaction.

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Managed IT

Ensuring reliable, scalable IT infrastructure to support business continuity.

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Cybersecurity

Protecting sensitive data and assets throughout the transaction process.

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IT Advisory

Offering strategic guidance on technology integration and digital transformation.

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About M&S Wealth

PERSONAL WEALTH MANAGEMENT SERVICES

Our collaboration M&S Wealth helps clients through the M&A process and beyond to secure their personal and organizational financial goals. Whether you’re selling a business or acquiring a new one, we work with trusted wealth managers to develop personalized strategies that address investment portfolios, retirement planning, and estate considerations. Our integrated approach helps clients maintain financial security and achieve lasting success.

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Wealth Management

Managing and growing personal and business wealth during and after a transaction.

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Financial Planning

Developing strategies for sustainable growth, risk management, and retirement.

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Family Office

Tailored solutions for managing family wealth, legacy planning, and philanthropic efforts.

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