Financial Services

Being an independent, objective party, we often make observations that those close to the situation do not see. We also bring ideas and experience, to assist your organization, from similar engagements in which we have been involved. When you engage Leonard J. Miller & Associates professionals, you work with people who are knowledgeable about your business and your industry.



Our vast experience, coupled with knowledge of what your specific business operations and the broader marketplace, provides us with an exceptional ability to deliver the most appropriate solutions in response to your needs and circumstances.


Leonard J. Miller & Associates, Chartered provides a full range of forward-looking, client oriented professional services. You can create a custom program by selecting the services that best fit your needs. We can assist you with:

  • Accounting assistance to banks for asset based lending
  • Accounting system design and implementation
  • Accounting software selection
  • Acquisitions - structuring and due diligence
  • Auditing
  • Bank assistance
  • Budgeting
  • Business plan development
  • Business valuations
  • Buy-sell and shareholder agreements
  • Cost accounting issues
  • Deferred compensation planning
  • Employee benefit planning
  • Estate administration
  • Exit planning
  • Financial consulting
  • Financial statement preparation
  • General accounting
  • Gift planning
  • Government contract consulting
  • Income, estate, and trust tax planning and
  • preparation
  • Litigation support
  • Management buyouts
  • Mergers and merger planning
  • Preparing a business for sale
  • Stock option planning
  • Succession planning
  • Wealth transfer planning