LUTZ BUSINESS INSIGHTS

 

Our Services, Our People, and Our Results

BILL KENEDY, LUTZ CONSULTING AND M&A SHAREHOLDER

Lutz M&A was born out of the recognition of a need the owners of our accounting firm clients had to assist them with the complex world of selling their businesses. Most business owners eventually recognize that selling their business to family members, employees or third parties is inevitable. But most struggle with how to properly assess the value of their business and how to most effectively complete a transaction taking into consideration all of the important factors specific to their business.

 

Lutz M&A services

Business Valuation

Assist business owners with understanding their business value, the specific value drivers for their business, and how to enhance the value of the business

Market Analysis

Assist business owners with assessing the industry in which their business operates and the current market conditions

Transition (Exit) Planning

Assist business owners in developing a long-term strategy to create value along with defining and meeting personal goals

Acquisition Assistance

Assist with the process of making an acquisition of an operating business

Business Sale Advisory Services/Sell Side Representation

3rd Party Sale – Develop a list of buyers, marketing materials, and manage the process of selling an operating business to a 3rd party buyer

Family or Employee Transaction – Assist owner in identifying the best method and type of transaction given the underlying goals of the business owner

The Business Sale Advisory Services provided by Lutz M&A helps business owners tackle important issues and when ready, assists owners in finding qualified buyers for their businesses. We have significant expertise in this area specific to businesses with $1,000,000 or more of annual cash flow, and this particular service is not widely available to smaller businesses.  Although we generally do not market smaller businesses (those under $2M in value) for sale, we can provide valuable consulting services to those business owners.

 

The Lutz M&A Team

Lutz M&A is comprised of 6 highly trained, experienced professionals. There is no other firm in the region with our depth or breadth of experience.

Our Results

From 2015 to 2017, Lutz M&A represented and successfully closed on the sale of 9 businesses. The buyers in these transactions consisted of private equity firms from around the country, family offices and individual buyers. In addition, we have helped dozens of other companies with acquisitions, family sale transactions, employee sale transactions as well as business valuation and exit planning projects. Below are details of our M&A closed transaction.

Lutz M&A is very proud of our successes and would be happy to introduce our team to your business. Please consider contacting us to have a discussion about how Lutz M&A can help your business. We are happy to provide initial consultation and analysis at no charge.

ACQUIRED BY EVANSTON PARTNERS.

Lutz M&A was the exclusive financial advisor to Heavy Duty Specialists.

ACQUIRED BY WAR HORSE GAMING, A DIVISION OF HO-CHUNK.

Lutz M&A was the exclusive financial advisor to Divots DeVent Center.

ACQUIRED BY CONSONUS HEALTHCARE.

Lutz M&A was the exclusive financial advisor to Community Pharmacy Services.

PARTIAL SALE TO EMPLOYEE STOCK OWNERSHIP PLAN (ESOP).

Lutz M&A was the exclusive financial advisor to Structural Component Systems.

Lutz M&A was the exclusive financial advisor to Wings America Limited Partnership.

Lutz M&A was the exclusive financial advisor to Reinke Manufacturing.

MSS

Lutz M&A was the exclusive financial advisor to Midwest Scaffold Service.

Lutz M&A was the exclusive financial advisor to The Walling Company

 

Acquired by Platform Capital.

Lutz M&A served as the exclusive financial advisor to Perrin Manufacturing.

 

 

Acquired by Christensen Farms.

Lutz M&A served as the exclusive financial advisor to SmithCo Manufacturing Inc.

 

Fantasy's Logo

 

Acquired by Casey's General Stores.

Lutz M&A served as the exclusive financial advisor to Fantasy's, Inc.

 

eX2 Technology

 

Acquired by Columbia Capital.

Lutz M&A served as the exclusive financial advisor to eX² Technology.

 

AcquireWeb

 

Acquired by Claritas, Inc.

Lutz M&A acted as the sell-side advisor to AcquireWeb

 

C&W Transportation logo

 

ACQUIRED BY PLATFORM CAPITAL.

Lutz M&A was the exclusive financial advisor to C&W

 

ACQUIRED BY EVOLVE CAPITAL.

Lutz M&A was the exclusive financial advisor to Hands of Heartland

 

ACQUIRED BY GREAT RANGE CAPITAL.

LUTZ M&A WAS THE EXCLUSIVE FINANCIAL ADVISOR TO LABOR SOURCE LLC

CCW, LLC

huhot

 

Acquired by SUN CAPITAL PARTNERS, INC.

Lutz M&A was the exclusive financial advisor to CCW, LLC

Triage

 

ACQUIRED BY MCCARTHY CAPITAL.

Lutz M&A was the exclusive financial advisor to Triage Staffing

Hockenbergs Logo

 

ACQUIRED BY TRIMARK USA LLC 

Lutz M&A was the exclusive financial advisor to Hockenbergs

Linoma Software

 

Acquired by Help/Systems, LLC

Lutz M&A acted as the sell-side advisor to Linoma Software

MDH

 

Lutz M&A was the exclusive financial advisor to Midwest Door & Hardware

nifco

 

Lutz M&A was the exclusive sell-side advisor to NIFCO Mechanical

Provider Plus

 

Lutz M&A was the exclusive financial advisor to Providers Plus

Merger & Acquisition Basics Toolkit

ABOUT THE AUTHOR

Bill Kenedy

402.492.2132

bkenedy@lutz.us

BILL KENEDY + LUTZ CONSULTING AND M&A SHAREHOLDER

Bill Kenedy is a Lutz Consulting and M&A Shareholder at Lutz. He specializes in business valuation, litigation support, and merger and acquisition advisory services.

AREAS OF FOCUS
AFFILIATIONS AND CREDENTIALS
  • American Institute of Certified Public Accountants, Member
  • Nebraska Society of Certified Public Accountants, Member
  • Certified Public Accountant
  • Accredited in Business Valuation
  • Certified in Financial Forensic
  • Certified Exit Planning Advisor
EDUCATIONAL BACKGROUND
  • BSBA in Accounting, St. John’s University, Collegeville, MN
COMMUNITY SERVICE
  • Construction Financial Management Association, Past Treasurer, Board Member
  • A Time to Heal (non-profit focused on cancer patients), Past Board Member
THOUGHT LEADERSHIP

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