HomeTeam MemberRichard H. Lehman

Richard H. Lehman

Richard H. Lehman

Richard H. Lehman

CPA
Assurance Partner

Rich joined Boulay in 1991 and became a partner in 2002. He has more than 30 years of experience in audit, accounting, management consulting, business valuations, cash flow analysis and litigation support services, and he is licensed to practice in eight states. Rich provides financial consulting and strategic planning to clients in the manufacturing, renewable energy, construction, wholesale/distribution, retail, and professional service industries and is involved in the firm’s Securities and Exchange Commission (SEC) Practice and advises management concerning SEC regulations and reporting requirements. Rich plans and conducts audits, reviews, and compilation engagements for financial statements of closely-held companies and SEC registrant clients, and he has performed business valuations for a variety of purposes including estate planning, shareholder disputes, acquisitions and divestitures, etc.

Rich coaches youth sports, is an avid fisherman and enjoys relaxing at the cabin.

SPECIALTY

INVOLVEMENT

  • Minnesota Society of Certified Public Accountants
  • American Institute of Certified Public Accountants
  • American Coalition for Ethanol
  • Associated General Contractors
  • Construction Financial Management Association
  • Growth Energy
  • University of Wisc.—Eau Claire, Department of Accounting & Finance Advisory Board
  • Rotary Club of Brooklyn Park – Past President and Past Treasurer
  • Rotary Foundation – Past President and Current Treasurer
  • Fresh Energy – Past Vice-Chairman, Treasurer and Audit Committee Chair
  • Grace Fellowship Church – Member, Men’s Group Leader, Elder
  • North Hennepin Chamber of Commerce

EDUCATION

  • University of Wisconsin — Eau Claire – B.B.A. Accounting and B.B.A. Finance
  • American Institute of Certified Public Accountants – Certificate of Educational Achievement in Business Valuations
  • Certified Construction Industry Financial Professional (CCIFP®)
  • Certified Public Accountant (CPA)

PERSONAL INTERESTS

  • Spending time with family
  • Coaching youth sports
  • Fishing
  • Relaxing at the cabin

GET IN TOUCH

Contact Rich
"In performing audits and analyzing business operations, I look for opportunities that lead clients to consider options beyond their normal scope of business—helping to avoid costly mistakes and open new business possibilities."

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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.