Partner with Lucenti Group
Accounting & CFO Expertise for Your Business-Owner Clients
Family offices and wealth management firms often work with clients whose largest asset is their privately-held business.
When those clients need help increasing business value, cleaning up financials, or preparing for a sale or succession, we step in — seamlessly — to make your firm look even more indispensable.
Why Partner with Us
- We Protect Your Relationship – We never compete with you for services you offer. Instead, we strengthen your position as your client’s most trusted advisor.
- We Understand Business Value – As a Certified Exit Planning Advisor (CEPA), we specialize in making businesses more attractive to buyers and successors.
- We Integrate with Your Team – We work directly with you or behind the scenes, depending on your preference.
- We Deliver Clarity Quickly – From a messy QuickBooks file to clean, audit-ready reports in weeks, not months.
Services We Provide to Your Clients
- Accounting cleanup and modernization
- Monthly bookkeeping with industry-specific reporting
- Fractional CFO services for growth, turnaround, or exit prep
- Value acceleration planning ahead of a business sale or transfer
- Coordination with tax, legal, and wealth planning professionals
Our Partnership Approach
- Intro Call – Learn about your firm and your client base.
- Alignment – Establish referral protocols and communication preferences.
- Collaboration – Serve your clients under your umbrella, co-branded, or directly — your choice.
- Value Enhancement – Make your client’s business healthier, more valuable, and better positioned for the financial strategies you recommend.
Let’s Talk About Working Together
If you’re looking for a trusted resource to help your business-owner clients maximize value and be ready for their next chapter, we’d love to connect.