Management and Business Consulting
The business world is a constantly changing environment. Terry Lockridge & Dunn provides the roadmap when starting, acquiring, or expanding a business. Let us handle the complex planning so you can focus on what you do best; running your business. Our partnership with the wealth management firm World Trend Financial
combined with our expertise in the accounting profession enables us to help you manage your money – startup financing, operating capital and funds for expansion.
In addition to our experienced staff, we utilize the services of many experts from various disciplines. This resource of expertise enables us to better understand the needs of clients and assist in helping them achieve their goals. Equally important, we know who to call to get the job done promptly and efficiently. This saves you time and money.
Our services are precise and professional.
• Tax planning and consulting
• Business valuations
• Business succession planning
• Non-profit consulting and management
• Coordination of mergers and acquisitions
• Employee stock ownership plans - ESOP
• Business plan design
• Employee benefits
• Retirement plans
• Estate planning
• Advisory services for international business
• Management consulting
For more information on Management and Business Consulting
, contact Mike Mesch
. He can be reached in Cedar Rapids at (319) 364-2945 or Iowa City at (319) 339-4884. Additionally, feel free to use our Contact Us