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Key people at LBMC.
LBMC provides comprehensive professional services, encompassing audit, tax, and advisory solutions. The firm offers expertise in technology, human resources, and wealth management, with capabilities in cybersecurity, AI, business intelligence, and ERP/CRM implementation. This integrated approach delivers strategic support for clients navigating complex business challenges.
David Morgan and Mike Cain co-founded LBMC in 1984, establishing it as a traditional accounting firm. Their core insight aimed to build a distinctive, client-centric practice, evolving beyond conventional offerings. This vision positioned the firm to adapt to increasing business complexities, fostering its growth into a multidisciplinary advisory and services provider.
LBMC serves industries including government, healthcare, manufacturing, private equity, and technology. The firm acts as a strategic partner, guiding businesses through financial, operational, and technological challenges. Its vision focuses on empowering clients with insights and tools for sustained success in dynamic market conditions.
LBMC refers to the LBMC Family of Companies, a Tennessee‑based professional services group whose wealth/advisory arm is LBMC Investment Advisors, LLC; the firm is a fee‑only, SEC‑registered Registered Investment Advisor focused on holistic wealth management and tax‑aware investment planning for high‑net‑worth clients and institutions[4][3].[1]
High‑Level Overview
Origin Story
Core Differentiators
Role in the Broader Tech & Finance Landscape
Quick Take & Future Outlook
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Key people at LBMC.