- Services
- Accounting
- Consulting
- Financial
- M&A
- Talent
- Tech
- Accounting Services
News & Insights
%20(1)-Jan-02-2024-09-05-00-8712-PM.jpg?width=300&height=175&name=Untitled%20design%20(2)%20(1)-Jan-02-2024-09-05-00-8712-PM.jpg)
Tax Season Updates
Upload documents securely, review important deadlines, and get answers to client portal questions.
- Consulting Services
Resources
%20(1)-Mar-08-2024-09-22-41-1011-PM.jpg?width=300&height=175&name=Untitled%20design%20(5)%20(1)-Mar-08-2024-09-22-41-1011-PM.jpg)
How To Avoid Being Negligent When It Comes To Risk
Business Insights
%20(1)-Mar-08-2024-09-27-14-7268-PM.jpg?width=300&height=175&name=Untitled%20design%20(6)%20(1)-Mar-08-2024-09-27-14-7268-PM.jpg)
Comparing Business Valuation Methods: Which is Right for You?
- Financial Services
NEWS & INSIGHTS
Financial Market Updates
Want to receive financial market updates straight to your inbox? Sign up below!
- M&A Services
Resources
%20(1)-Mar-08-2024-09-11-30-0067-PM.jpg?width=300&height=175&name=Untitled%20design%20(3)%20(1)-Mar-08-2024-09-11-30-0067-PM.jpg)
Factors to Consider When Selling a C Corporation
Understand the tax issues affecting both buyers and sellers involved in C corporation merger and acquisition transactions
Business Insights
%20(1)-Mar-08-2024-09-18-53-4361-PM.jpg?width=300&height=175&name=Untitled%20design%20(4)%20(1)-Mar-08-2024-09-18-53-4361-PM.jpg)
5 Key Items to Review During Financial Due Diligence
- Talent Services
News & Insights
-Mar-08-2024-09-03-21-1119-PM.jpg?width=300&height=175&name=Untitled%20design%20(1)-Mar-08-2024-09-03-21-1119-PM.jpg)
Benefits of Outsourcing Your Human Resources Function
- Tech Services
Resources
-2.png?width=264&height=160&name=Website%20Featured%20Content%20Images%20(1)-2.png)
Introducing Data Analytics into Your Business
Integrating data analytics into your business can help your revenue grow, the organization mitigate risk, or gain insight into your business operations.
Business Insights
-Mar-08-2024-08-50-35-9527-PM.png?width=300&height=175&name=Untitled%20design%20(1)-Mar-08-2024-08-50-35-9527-PM.png)
Pella Client Testimonial
Business Insights
Get the latest news and insights on relevant topics that matter most to you.
Webinars & Events
Register for an upcoming event or access our library of on-demand recordings.
Lutz Talk Business
Subscribe today for entrepreneurially spirited episodes of witty commentary for young professionals.
Resources
Take a deep dive into challenging business topics with these free educational resources.
- News & Insights
%20(1)-Jan-10-2024-05-14-20-4379-PM.jpg?width=1120&height=740&name=Untitled%20design%20(8)%20(1)-Jan-10-2024-05-14-20-4379-PM.jpg)
Future-Proof Your Business: Strategies for Succession Planning
Wednesday, February 28, 2024
1:00 PM to 5:30 PM
Champions Run | 13800 Eagle Run Dr, Omaha, NE 68164
Discover the key to maximizing value through strategic succession planning. Join experts from Lutz, FNBO, and Koley Jessen for an in-person, interactive discussion as they guide you through the critical steps of a successful transition plan and provide actionable tips to get started. Spouses are welcome and encouraged to participate.
WHO SHOULD ATTEND:- Business Owner, President, CEO, COO, CFO
- 12:45 - 1:00 PM | Check-in
- 1:00 - 1:15 PM | Introductions & Overview
- 1:15 - 2:00 PM | Types of Exit Solutions
- 2:00 - 2:45 PM | Buy-Sell Agreement Considerations
- 2:45 - 3:00 PM | Break
- 3:00 - 3:45 PM | Designing a Continuity Plan
- 3:45 - 4:30 PM | Components of a Personal Financial Plan
- 4:30 - 5:30 PM | Networking Happy Hour
PRESENTERS
- Bill Kenedy | Shareholder | Lutz M&A
- Brandon Hamm | Shareholder | Koley Jessen
- Jim Boulay | Shareholder | Lutz Financial
- Kris Karnes | Sr. Director | FNBO
- Dan Kline | Director | FNBO
 |
 |
 |
Register Here
-4.jpg)
-Jan-10-2024-05-06-53-9162-PM.jpg)
-Jan-10-2024-05-05-57-6260-PM.jpg)
-3.jpg)
-1.jpg)
-3.jpg)
-4.jpg)
