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Valuation experts rely on three primary approaches to determine the value of a business: income approach, asset approach, and market approach.
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Red Flags & Deal Accelerators in Financial Due Diligence
When it comes to buying or selling a business, financial due diligence can uncover both warning signs and opportunities that significantly impact value.
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  • Recent News

Accounting Today's Wealth Magnets: Top 150 Firms by Aum

July 25, 2017
Accounting Today's Wealth Magnets: Top 150 Firms by Aum

Lutz Financial was recently named one of Accounting Today’s 2017 Wealth Magnets: Top 150 Firms by Assets Under Management (AUM). Lutz Financial ranked #11 on the “$500 Million-Plus Club” list with $696 million of AUM as of December 31st, 2016.

The eleventh annual report ranks the top CPA financial planners by assets under management. For more information on Accounting Today’s 2017 Wealth Magnets: Top 150 Firms by Assets Under Management, visit https://www.accountingtoday.com/wealth-magnets-the-top-150-firms-by-aum.

 

 

ABOUT LUTZ FINANCIAL

Lutz Financial is a SEC Registered Investment Advisor and an affiliate of Lutz, a leading Midwest accounting and business solutions firm. Lutz Financial utilizes a holistic approach by combining comprehensive financial planning and investment advisory services. While we believe that, in most instances, your financial future will be best served with a plan, our investment advisory services are also offered as a stand-alone service. Lutz Financial specializes in advising an elite group of individuals, endowments, foundations and small to medium size business retirement plans. To help ensure our advice is entirely objective, we do not sell any products or receive any sales commissions. We offer professional financial counseling and investment management services for a fee.

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