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Construction

Building a solid financial framework

Boulay serves more than 100 construction clients and has more than 40 Boulay professionals serving this industry. We understand your big picture and can offer you strategic business advice in today’s complex business environment and turbulent economy. Our knowledge comes from experience with construction clients and active participation in the Construction Financial Management Association, Associated General Contractors of America and Associated Builders and Contractors.

Boulay is committed to enhancing our knowledge and helping preserve the construction industry. Rich Lehman is an active member of the CFMA and AGC. He is also one of only a few practitioners that holds the Certified Construction Industry Financial Professional (CCIFP) designation.

How We Help You Get There

Assurance

Offering audit, review and compilation services tailored to meet financial reporting needs, personal financial statement preparation for key individuals to improve surety and banking relationships and increase bonding capacity, job and equipment cost evaluations for equipment purchase or lease decisions, and contract review and analysis.

Business Consulting

Cash-management analysis and projections, debt requirement analysis and loan negotiations, expansion or acquisition decisions, business valuation services, employee benefits consulting and administration.

Tax

Preparation of tax returns, representation and assistance in tax examination, business transaction planning, consulting on the acquisition, sale or liquidation of a business and income tax consequences, joint venture structure analysis and implementation, estate and succession planning.

Construction Partners

Get Connected

We help you clear the hurdles you may encounter by providing proactive services and strategies customized to meet your needs and objectives in the construction industry.

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Investment Advisory Services offered through Boulay Financial Advisors, LLC a SEC Registered Investment Advisor. Certain Third Party Money Management offered through Valmark Advisers, Inc. a SEC Registered Investment Advisor. Securities offered through Valmark Securities, Inc. Member FINRA, SIPC. Registered Representatives of Valmark Securities, Inc. are located at the Minneapolis/Eden Prairie office(s). See Valmark’s Form CRS.

Boulay PLLP and Boulay Financial Advisors, LLC are separate entities from Valmark Securities, Inc. and Valmark Advisers, Inc. FINRA | SEC | SIPC | ©2021-2024 Boulay | All rights reserved.