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 strategic resource and trusted advisor to clients across various industries, including manufacturing, professional services, technology and healthcare.
When it comes to making difficult decisions, such as buying or selling a business, business owners 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, 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.
With a holistic approach to and deep understanding of complex business transactions, Lee provides end-to-end support for his clients. From succession and exit planning to post-transaction integration, he guides clients through each stage of the deal, offering strategic insights, conducting thorough due diligence, assisting in the assessment of financial and accounting systems, and more. Lee’s expertise extends to collaborating with his clients’ other professional advisors, providing a seamless and coordinated approach that ultimately results in a successful transaction.
Additionally, Lee’s expertise extends to helping businesses become well-prepared for the selling process. He conducts sell-side readiness assessments, identifying areas of improvement and working closely with clients to enhance financial performance and operational efficiency. Through the development of captivating go-to-market materials, Lee helps his clients present their businesses in the best possible light to attract potential buyers and investors.
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.
Lee resides in Robbinsville, NJ with his wife and their three children.
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…
