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Share this checklist with your spouse to assure you each have access to manage important financial tasks independently.

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Key Items to Review During Financial Due Diligence
The due diligence phase is critical for a Buyer to better understand the Target’s business operations and the overall quality of the financial information.
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Lutz to Transition Hastings Location

December 6, 2022
Lutz to Transition Hastings Location

Lutz, a Nebraska-based business solutions firm, has decided to transition its Hastings location effective April 30, 2023.

Beginning May 1, 2023, Hastings team members will serve local customers under the leadership of former Lutz Shareholders Adam Jacobitz and Jeremy Evans as an independent CPA Firm.

"Since our acquisition on May 1, 2017, tremendous changes have impacted all businesses, including public accounting. This decision was difficult as Lutz has operated and immersed our team members in the Hastings community for five years. We worked alongside organizations to grow, pivot, and make tough decisions, enriching our partnerships with many local families and business owners," said Mark Duren, Managing Shareholder of Lutz.

"All parties agreed that local control and decision-making for Lutz’s Hastings office would benefit clients, staff and the community. Lutz remains committed to focusing on best practices and strengthening our presence across Central and Western Nebraska, creating opportunities for team members, and invigorating success for clients through our tailored business solutions," he said.

Leading up to this transition, the Lutz Team, including the Hastings office, will continue to deliver exceptional service to all our clients, including clients serviced by Hastings.

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