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Protect what matters. Our Estate Planning Guide provides a thorough overview of the documents and strategies needed to secure your financial legacy.
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Understanding how ESOPs work and whether your organization is a good fit is critical to determining if this exit plan aligns with your goals.
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For organizations using Microsoft 365, Copilot is quickly becoming one of the most impactful tools for AI in the workplace.
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Lutz is a business solutions firm for people seeking a partner to help energize and heighten economic and organizational success.
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Bill Kenedy, Consulting & M&A Shareholder, began his career in 1990. He established Lutz's M&A practice in 2015 and has led its growth since then while serving on both the firm's board of directors and the Lutz Financial board.
Specializing in mergers and acquisitions, Bill guides business owners through critical transition decisions. He provides comprehensive exit planning and transaction services, with specialized expertise in the construction industry. Bill values helping owners achieve optimal outcomes by developing strategic solutions tailored to their unique situations.
At Lutz, Bill says it straight, offering candid guidance that helps owners make informed decisions about their businesses' futures. His direct approach to setting realistic expectations, combined with his focused drive to get deals done, has made him the go-to advisor for business transitions. As a Certified Exit Planning Advisor (CEPA), Certified Public Accountant (CPA), and Accredited Business Valuator (ABV), Bill brings technical expertise to every transaction. Under his leadership, the M&A practice has grown from a concept to a cornerstone of Lutz's service offerings.
Bill lives in Elkhorn, NE, with his wife, Angela. Outside the office, he spends time fishing, hunting, and following various sports teams.