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Lutz Consulting

Business Valuation Services

Lutz Consulting + Business Valuation

Trusted Advisors Through the Valuation Process

Determining the value of a closely held business requires a rigorous and in-depth analysis of its financial profile, industry, and economic considerations. Regardless of the circumstances, a reasoned and defensible valuation is imperative for all stakeholders involved. The team at Lutz is comprised of knowledgeable professionals who have developed the necessary expertise to advise you confidently.

Accreditation: Our team has the experience and credentials to ensure each business valuation is performed according to the highest standards in the industry. Our designations include:

  • CPA/ABV - Certified Public Accountant – Accredited in Business Valuation from the American Institute of Certified Public Accountants
  • CVA – Certified Valuation Analyst from the National Association of Certified Valuators and Analysts
  • ASA - Accredited Senior Appraiser from the American Society of Appraisers

Experience: The professionals at Lutz have decades of combined experience working with start-ups to fifth-generation family-owned companies. We are one of the longest-tenured business valuation service providers in the region, and we take pride in providing honest and transparent solutions that stakeholders can trust.  

Reports: Whether a valuation is needed for IRS compliance, litigation, forensic support, or general corporate planning, we will tailor our process to deliver a product using the most logical and cost-effective method. In all cases, we will work with you to determine your goals for the engagement.

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+ Estate & Succession Planning

+ Business Transition & Exit Planning

+ Litigation Support & Forensic Services

+ Buy-Sell Agreements

+ Merger & Acquisition Services

+ Transaction Advisory Services 

+ Purchase Price Allocation

+ Cash Flow Analysis & Calculations

+ Forecasts & Projections

+ ESOP Consulting

Lutz Consulting

News & Insights

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Risk Assessment
8 Things Included in a Risk Management Report
‍Risk management is a process for organizations to identify, evaluate, and mitigate potential ...
An Overview of the Business Valuation Process
Have you ever wondered about the value of your business? How is that value determined? In ...
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We offer solutions for any challenge your company may face. We understand that every business is unique, so we take the time to get to know you and your objectives before creating a tailored plan that drives your business forward.