Swart Lalande & Associates, P.C.

Client Portal

Diversified Businesses

Is your business new to the community?  Is it well-established with plans for short-term growth?  It doesn’t matter to us.  Whatever your situation, Swart, Lalande & Associates, P.C. can help your business reach the next level.  Our team has extensive experience serving all types of diversified businesses, from small to family-owned, which goes to show we have what it takes to help your business maintain prosperity and longevity in the marketplace.

We understand the broad array of challenges facing diversified businesses today, and we strive to understand the complexity of your unique situation.  To help overcome your challenges, and reach your business’ full potential, we have dedicated a specialized group of professionals to work specifically with businesses just like yours.  Our diversified businesses team can assist you with:

  • Audits, reviews and compilations of financial statements
  • Benchmarking/trend analysis
  • Business valuations
  • Estate planning
  • Financial planning
  • Investment advisory services
  • Mergers and acquisitions
  • Strategic planning
  • Succession planning
  • Tax planning
  • Tax return preparation
  • Technology consulting
  • Wealth management

Our Diversified Businesses Team

Paul D. Burke, CPA
Paul D. Burke, CPA

President, Managing Shareholder

Paul’s Profile »
Robert G. deLorimier, CPA
Robert G. deLorimier, CPA

Shareholder

Rob’s Profile »
Blaine W. Hegner, CPA, CSEP
Blaine W. Hegner, CPA, CSEP

Shareholder

Blaine’s Profile »
Frederick L. White, CPA
Frederick L. White, CPA

Shareholder

Rick’s Profile »
Charles S. Wimberly, Jr., CPA
Charles S. Wimberly, Jr., CPA

Shareholder

Chuck’s Profile »
Ty W. Kehrer, CPA
Ty W. Kehrer, CPA

Senior Manager

Ty’s Profile »