LUTZ BUSINESS INSIGHTS
Exit Planning for Baby Boomer Business Owners
TUESDAY, OCTOBER 24th
3:00 PM – 5:30 PM
The Lark | 809 W 2nd Street | Hastings, NE 68901
Please join us on Tuesday, October 24th at The Lark for a presentation led by Bill Kenedy of Lutz M&A. We will discuss exit planning tactics for baby boomer business owners. Drinks and appetizers to follow presentation.
Who should attend?
- Financial Advisors
Topics covered will include:
- Lutz M&A Team & Capabilities Overview
- Valuation Services
- Business Owner Transition Planning
Many early-retirement Boomers feel comfortable that their estate plan is in order, having put their estate plan in place when they had younger children. With adult children and the increase in the estate and gift tax exemption amounts…read more
Lutz M&A announced that it served as exclusive financial advisor to Fantasy’s, Inc. in connection with its recent acquisition by Casey’s General Stores, Inc. (“Casey’s). Casey’s is a Fortune 500 company (NASDAQ CASY)…read more
Lutz, a Nebraska-based business solutions firm, recently announced a new service line, Family Office Services. Lutz’s Family Office team assists high-net-worth families manage their family enterprise by helping them determine…read more
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