We have helped private and publicly held companies, venture capital and private equity firms, and many individuals navigate the complexity of business transitions across several different industries.
At Hobe & Lucas, we’ve developed a strong reputation for guiding clients successfully through their business transitions. Whether you are buying, selling, transitioning to the next generation or starting a brand-new venture, ensure the decisions you make are sound and your goals are achieved by partnering with our experts.
Whatever your situation, our experienced M&A team is prepared. We have helped private and publicly held companies, venture capital and private equity firms, and many individuals navigate the complexity of business transitions across several different industries.
Whatever your situation, our experienced M&A team is prepared.
Lawrence began his career as a utilities analyst more than 25 years ago, transitioning to public accounting in 1992. Lawrence lives by the philosophy that accountants are storytellers—accountants tell the story of where an individual, family or business has been.
In her 25 plus years at Hobe & Lucas, Lisa has developed many long-term client relationships. She specializes in auditing, attestation, compliance and accounting services; focusing on a number of industries including broker dealers, investment companies and other financial service companies, not-for-profits; medical and dental groups; and professional service firms. She also has significant experience working with employee benefit plans, and clients within the construction and manufacturing industries. Lisa is also in charge of recruiting and human resources functions at the firm.
Louis joined Hobe & Lucas in 1998. Through personalized service, he helps clients achieve their strategic, financial, and personal goals by first building effective relationships with clients through trust and dependability.
Jim joined Hobe & Lucas in 1991. He is proficient in taxes, mergers and acquisitions, succession planning, and litigation support. He provides personalized services to many privately held and family-owned businesses.
Bill has more than 30 years of accounting and consulting experience. He specializes in several areas, including construction accounting, manufacturing accounting, and sales and use tax consulting.
Whatever your situation, our experienced M&A team is prepared.
Hobe & Lucas Certified Public Accountants, Inc. is a full-service accounting and business consulting firm dedicated to providing clients with exceptional value.
Upload 8879 Make A Payment
Advisory Services offered through Avantax Planning Partners, Inc., a registered investment adviser. Securities may be offered through Cetera Wealth Services, LLC, member FINRA/SIPC. Additional advisory services may be offered through Cetera Investment Advisers LLC. Cetera named entities and Avantax Planning Partners, Inc. are affiliated. 3390 Asbury Rd, Dubuque, IA 52002. 563-582-2855.
Check your Financial Professionals registration status on https://brokercheck.finra.org/ and/or https://adviserinfo.sec.gov/.
Cetera named entities and Avantax Planning Partners, Inc. are independent of and unrelated to Hobe & Lucas Certified Public Accountants, Inc.
