Increased competition and rising operating costs mean firms need to grow to survive. We believe in a strategic approach to growth versus rapid M&A.

To remain competitive, firms must continue to invest in technology and operational efficiencies to better compete for clients and talent. Our in-house expertise and resources allow firms to expand advisory services without significant upfront costs.

With the decreasing number of accountants in the US, we are committed to expanding opportunities for equity-based compensation to attract and retain key employees.

Our long-term ownership model preserves company culture and independence while providing owners with greater flexibility than large private equity firms and traditional strategies.

LNC and its investments provide firms access to experts and resources across corporate development, wealth management, legal, and real estate advisory.

We look to setup structures that align all equity owners for the long-term through distributions, a single equity or share class, shareholder rights, and internal equity sales. We plan to own companies for generations, not buy and flip to another investor.