Focusing on building relationships, Lee Boss takes a proactive, client-facing approach in business. He takes the time to get to know his clients, as well as their needs and goals. As a Managing Director and Chair of the Transaction Advisory and Private Company Services Groups, Lee acts as a resource and technical leader for his clients and Mercadien.
Building relationships allows Lee to guide his clients in the right direction. When it comes to difficult business decisions, clients want someone who they trust and can depend on. Lee’s clients know that any decision they face, whether it’s succession or strategic planning, bank financing and refinancing, CFO coaching, or general financial management, he’ll be there every step of the way. Operating by Ben Franklin’s quote, “An investment in knowledge pays the best interest,” Lee stays up to date on the latest industry trends and changes. This extensive knowledge and experience leaves his clients calm and assured.
Lee’s knowledge extends from private companies to other industries, serving clients in the manufacturing, engineering, professional service, construction, real estate, and nonprofit sectors. He also has expertise serving the unique needs of engineering and design firms, advising them on the application of and development of overhead rates in accordance with the Federal Acquisition Regulations. Lee also represents a number of private schools for students with disabilities. Lee understands the complex rules and regulations these schools face and has expertise in the area of New Jersey administrative code as it applies to school finances and operations. When clients need a reliable, efficient advisor, they turn to Lee. His clients know that when they utilize Lee, they are receiving quality service. They know Lee is detail-oriented, does his due diligence and always has the clients’ best interest in mind.
Before joining Mercadien, Lee was employed at a Big Four firm, where he developed his audit, accounting and advisory skills by serving both large private and public companies, as well as middle market clients. It’s clear that Lee has built a solid foundation from his previous experiences and continues to grow that foundation with Mercadien.
Personal Fact: Lee and his wife reside in Robbinsville, NJ with their three children. He enjoys watching his children play sports and staying up to date on the latest health and fitness trends.
Mercadien’s Nonprofit & Human Services & Private Company Services Groups hosted a complimentary webinar “Surviving to Thriving: Employer Considerations in a Changing Employment Market”. Presenters, Christina M. Reger, Esq., Founding Partner, Law Offices of Christina M. Reger & Kate Cione, Vice President of Strategy, The O’Connor Group provided insight on the most common challenges in the employment…
Lee Boss, Managing Director of Mercadien, Valentina Midura, Senior Managing Director of BDO Capital Advisors, Kevin Hoyle, CEO of B2B Gateway & Nicholas San Filippo IV, Partner of Lowenstein Sandler LLP presented a webinar, M&A Series Pt. 3: Maximizing the Value of Your Business Through the Sales Process on Tuesday, November 2nd along with moderator Frank…
In association with Source Advisors, Lee Boss, CPA, MBA, CGMA, Managing Director & Chair of Mercadien’s Private Company Services Group and Ross Karp, CLTC, Founder of 3P Insurance Services presented the third and final installment of a 3-part mini series, Strategies for Business Continuation on Wednesday, May 26th. Michael Warady, CFP, Regional Director of Source…
