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Learn how to get your finances under control and increase your savings! Hear real-life examples and best practices to secure a successful future.
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Comparing Business Valuation Methods: Which is Right for You?
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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Employee Stock Ownership Plan Benefits & Best Practices

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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Red Flags & Deal Accelerators in Financial Due Diligence
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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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For growing businesses, the phrase “employee experience” often gets reduced to surface-level perks, but the true meaning goes much deeper.
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Microsoft 365 Series: Copilot Explained - Your New AI Assistant

For organizations using Microsoft 365, Copilot is quickly becoming one of the most impactful tools for AI in the workplace.

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  • Recent News

Lutz adds Felber, Helgerson, Molina and Spilinek

November 17, 2022
Lutz adds Felber, Helgerson, Molina and Spilinek

Lutz recently added Morgan Felber, Lauren Helgerson, Teresa Molina and Tonya Spilinek to the firm.

Felber joins the M&A division as a Transaction Advisory Services Associate. She is responsible for assisting with transaction due diligence, transaction structuring and valuation support. In addition, she prepares Quality of Earnings Reports for a variety of businesses. Graduating from Texas Christian University, she received her bachelor’s degree in accounting. She works in Lutz’s Omaha office.

Helgerson joins the firm as a Senior Accountant in the healthcare department. She is responsible for preparing cost reports, delivering accurate financial statements, and providing healthcare consulting services to clients with a focus on Critical Access Hospitals (CAH). Graduating from the University of Nebraska-Omaha, she received her master’s degree in accounting. She works in Lutz’s Omaha office.

Molina joins the firm as a Receptionist in Lutz’s Grand Island office. She is responsible for creating an exceptional experience for clients and visitors. In addition, she will manage client inquiries, coordinate communication, and perform other administrative duties as needed. Teresa graduated from the University of Nebraska-Lincoln with a bachelor’s degree in child, youth and family studies.

Spilinek joins the firm as a Client Resource Assistant in the Grand Island office. Her responsibilities include assisting accounting professionals in obtaining and processing information for accounting clients and providing general administrative support as needed. Tonya brings over eight years of customer service and problem-solving experience to the role.

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