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Comparing Business Valuation Methods
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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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To help you navigate this critical period, we've compiled a comprehensive checklist covering key areas that demand attention after the deal closes. 
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Lutz is a business solutions firm for people seeking a partner to help energize and heighten economic and organizational success.

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Fee Schedule

Financial Planning Fees
  • $5,000 Fixed Fee Basis
  • $200-$500 Hourly Basis
Wealth Management Fees
  • Annual fee based upon assets under management, paid quarterly: 
MARKET VALUE OF MANAGED ASSETS % OF ASSETS
Under $1,000,000* 1.00%
$1,000,000 - $2,000,000 0.75%
$2,000,000 - $5,000,000 0.60%
$5,000,000 - $10,000,000 0.45%
$10,000,000 - $25,000,000 0.40%
Over $25,000,000 0.30%

*Lutz Financial maintains a minimum asset level of $500,000. Balances below the minimum assets are subject to a minimum fee of the lesser of $5,000 or 1.5%.

Please see our ADV Part 2A and ADV Part 2B for more details.