Lutz Financial, an SEC Registered Investment Advisor and affiliate of Lutz, has announced that it recently surpassed the $1 billion threshold for assets under management…read more
LUTZ BUSINESS INSIGHTS
financial compliance check-up
Now that winter is here, what better way to spend some additional time indoors than doing a winter healthcare financial compliance checkup. In this webinar, we take a step back and look at the overarching financial infrastructure vital to a facility’s long-term success and stability. Reviewing each major section of healthcare finance, we discuss key policies, internal controls, contracts, and other best practices to help organize the financial compliance aspects for healthcare providers.
Completing a due diligence analysis is a critical step in the M&A process. Due diligence is conducted to validate value proposition assumptions, evaluate strategic and financial risks, and support deal decision…read more
Modern family offices have been in existence since the late 19th century when John D. Rockefeller decided he needed a professional team to manage his wealth. The complexity of the financial landscape, coupled with…read more
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