Advisory and Business Consulting

Ignite your business’s potential with LBMC’s suite of advisory services. Our experienced strategic advisors work closely with you to fuel growth, harness technology, and build superior financial processes.

At LBMC, entrepreneurship is in our DNA. Our advisory team helps privately-held, private equity groups to middle-market companies get where they want to be… faster.

Transform your business with LBMC. Our nationally recognized team of experts partner with you to build custom strategies and solutions to help drive business growth, master your most critical business needs, and meet evolving marketplace demands.

Business Intelligence and AI

LBMC’s Business Intelligence team of seasoned data professionals delivers cutting-edge solutions using state-of-the-art data technology, robust governance frameworks, and streamlined automation processes. With a proven track record of success across multiple industries, we help you leverage the full potential of your data to drive growth, efficiency, and innovation.


Business Valuation Services

Whether you are getting ready to buy or sell a business or need a valuation for gift and estate tax reporting, LBMC’s business valuation services offer support for both our business and individual clients. LBMC’s valuation and advisory team has comprehensive experience to:

  • provide defensible valuations in a responsive and timely manner for both traditional and complex valuations.
  • provide valuation services for financial reporting purposes, including purchase price allocations (ASC 805) and goodwill impairment testing (ASC 350).
  • provide business valuation services for ESOPs and stock-based compensation, including stock options, restricted stock and stock appreciation rights, that help our clients navigate tax issues related to the issuance of stock-based compensation to their employees.
  • provide expert valuation and appraisal services for mergers and acquisitions. Gain deeper insights and make data-driven decisions quickly and confidently while saving valuable time and resources.
  • provide a vast array of compensation valuation services to the healthcare community, serving clients across the continuum of care.


Healthcare Consulting

Healthcare Consulting is a consolidated service designed to address the major operational challenges of all healthcare providers. Our goal is to offer the healthcare community one firm with the expertise and practical application needed to address the operational challenges of today’s healthcare environment. Our objective is to help clients succeed, thereby indirectly impacting the financial stability of healthcare providers.



At LBMC Cybersecurity, we’re uniquely qualified to tackle your security and audit needs—because we’ve been where you are. Many of our team members worked as cybersecurity professionals themselves before joining our team. This insider knowledge has allowed us to design processes with you in mind, ensuring our recommendations are practical and our audits are minimally burdensome. We provide IT assurance, technical security, and security consulting services to fortify your infrastructure—so you can worry less and focus more on the daily needs of running your business.


Litigation Support, Forensic Accounting & Business Interruption Claims

Attorneys rely on our ability to research and communicate complex financial issues. We are accustomed to compiling and analyzing large amounts of financial and economic information for presentation to the trier of fact in the clearest and most convincing manner. In addition to business litigation support and forensic accounting services, we also offer business interruption claim support and leverage the resources of the LBMC Family of Companies to serve you.


Transaction Advisory Services

Our integrated TAS team has decades of experience in assisting corporate and private equity clients in financial, tax, information technology, and human resource/benefit due diligence on both the buy- and sell-side of M&A transactions. We work hand in hand with management, buyers, sellers, and third-party advisors to ensure our client remains informed and prepared throughout the M&A process. Our approach is flexible and tailored to our client’s specific needs – creating a long-term, professional partnership that usually lasts well after the deal closes.


Testimonial Icon
Having an expert discuss the value of your business with you is invaluable. That expert can spot areas you’ve neglected and help you squeeze the most value out of what you’ve built. Most business owners aren’t aware there are economical solutions to have their business valued. Knowing they’re making the right decisions now for the future gives business owners a strong peace of mind.
Rory Satkoski, Shareholder

LBMC Advisory and Business Consulting Leadership

Link to Mark Advisory & Business Consulting

Mark Burnette

Practice Leader, Advisory Services

phone icon email icon Nashville
phone icon email icon Nashville

Contact Us

Headquarters (Nashville, TN):
201 Franklin Road
Brentwood, TN 37027

Mailing Address:
P.O. Box 1869
Brentwood, TN 37024-1869

Phone: 615-377-4600

Office Hours: 8am-5pm, Monday-Friday

Chattanooga, TN:
605 Chestnut Street, Suite 1100
Chattanooga, TN 37450

Knoxville, TN:
2095 Lakeside Centre Way
Knoxville, TN 37922

Louisville, KY:
325 West Main Street, Suite 1600
Louisville, KY 40202

Charlotte, NC:
3700 Arco Corporate Drive, Suite 175
Charlotte, NC 28273

We’re happy to answer any questions you may have on what our Audit, Tax & Advisory experts can do for you. Please send us an email using the form and one of our professionals will get back to you promptly.