Business Valuation Services

Your business represents years of hard work and strategic decisions, and its future deserves the same careful planning. We help business owners prepare for ownership transitions with strategies that protect value, reduce tax burdens, and ensure continuity. Our Certified Exit Planning Advisors (CEPAs) partner with you to design a plan that reflects your goals and safeguards your legacy.

From expert testimony to financial counsel, our professionals are here to support you through complex legal matters. We’ll utilize top accounting, auditing, and other investigative methods to assist in creating a strategy that best fits your needs.

A well-structured buy-sell agreement protects both owners and the business when ownership changes. We provide accurate valuations and advisory support to help you establish fair terms, prevent disputes, and ensure a smooth transition when the time comes.

We guide lower middle market businesses through successful mergers, acquisitions, recapitalizations, and ownership transitions. Our experienced M&A professionals combine technical expertise with a deep understanding of the mid-market to help you protect value, minimize risk, and achieve your goals.

We provide comprehensive transaction advisory services tailored to meet the unique needs of mid-market businesses. Our team goes beyond standard due diligence to help you evaluate, structure, and execute successful transactions.

+ Buy-Side Advisory
+ Sell-Side Advisory & Full Process Representation
+ Due Diligence
+ Quality of Earnings

Valuing acquired assets and allocating an acquisition’s purchase price is a complex process that can significantly impact your financial statements and provide tax implications for both buyers and sellers. We will help you evaluate and correctly allocate the assets of your business to determine a fair value, ensure financial accuracy, and discover key value drivers.

Accurate forecasting helps business owners make confident decisions about growth, investment, and succession. We develop financial projections grounded in historical data and market trends to provide a clear view of future performance and value potential.

An Employee Stock Ownership Plan (ESOP) can be a powerful way to reward employees, strengthen retention, and plan for long-term ownership transition, but it isn’t right for every business. Our accredited professionals help you determine whether an ESOP fits your goals and, if so, guide you through each step of the process. We deliver independent valuations that meet ERISA and Department of Labor standards and work alongside your legal and financial advisors to design a structure that protects company value and supports a smooth transition.

Business valuations are useful during ownership transitions, buy-sell agreements, estate and gift planning, litigation, or when preparing for a merger or acquisition. They also provide valuable insight for strategic planning and forecasting.

Lutz uses industry-standard approaches, including the income approach, market approach, and asset-based approach. The method depends on your business type, industry, and purpose of the valuation.

Our valuations are conducted by credentialed professionals holding designations such as ABV, CVA, and CPA.

We serve a wide range of industries, including manufacturing, professional services, healthcare, construction, agriculture, nonprofit, real estate, technology, retail, transportation, and private equity.

Lutz combines decades of experience with a personalized, transparent approach. We tailor each valuation to your goals and ensure it meets the highest standards for accuracy, compliance, and credibility.

The timeline varies based on the complexity of the business and the purpose of the valuation. Most engagements are completed within a few weeks.