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Advisory

Our practice philosophy embraces not only a comprehensive range of accounting and business advisory services, but also a commitment to providing our services in the most professional manner possible. At every stage of client service, Lumsden McCormick and wholly owned subsidiaries Brisbane Consulting Group and Lumsden McCormick Financial Services are committed to personal service. Close personal contact with those we serve is the best way to add value to our services, and the only way to ensure that a service is matched with your unique needs and delivered in a way that meets those needs. 

Our practice is made up of highly skilled professionals who have multidisciplinary industry and accounting knowledge necessary to provide critical strategic advice. Leveraging global resources through our membership in the BDO Alliance USA uniquely qualifies us to deliver a variety of advisory services including:

For more information on our advisory services offerings, please contact a service leader or complete the form below.

Services Leaders

William Allen

William P. Allen, CPA/ABV, CFE

Partner
Timothy Bubar

Timothy J. Bubar, CPA

Principal
Jeffrey Budzinski

Jeffrey M. Budzinski, CFS®

Financial Advisor
Louis Cercone Jr.

Louis J. Cercone, Jr., CPA, CFE, CFF, ABV, ASA, CVA

Partner
Sherry DelleBovi

Sherry L. DelleBovi, CPA

Partner
Johnathon Miles

Johnathon E. Miles, CPA/ABV

Manager
David Schlein

David A. Schlein, CPA

Partner
Douglas Sosnowski

Douglas P. Sosnowski, CPA/ABV, ASA, CFF

Partner
Jonathan Urban

Jonathan M. Urban,

Director of Software Solutions

Upcoming Events

WNY’s Industrial Space Race

WNY's Industrial Space Race

November 03, 2021

This breakfast is for manufacturers seeking capacity in a tight real estate market - strategies, specialists, and preparation necessary for fully informed solutions.

Learn More
2021 Exempt Organizations Conference

2021 Exempt Organizations Conference

December 08, 2021

Save the date for our 27th Annual Exempt Organizations Conference!

Learn More
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