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CLIENT FAQ + SHONSEY & ASSOCIATES JOINS LUTZ
We are excited to announce that we will be acquiring Shonsey, Placke, Maruska & Stava, P.C. (d/b/a Shonsey & Associates) effective May 1, 2018.
WHO IS LUTZ?
WHO IS SHONSEY & ASSOCIATES?
WHAT IS THE STRATEGY BEHIND THE TRANSACTION AND HOW WILL I BENEFIT?
- The combination of our firms will create opportunities to serve you with the best industry practices and talent in Nebraska. In addition, we will be working together to introduce business solutions to help you manage, grow and prosper.
- Shonsey & Associates’ professionals will strengthen Lutz’s commitment to the medical, agricultural and nursing home industries.
- Matt Shonsey, Steve Placke, Jodi Maruska and Shane Stava, current Shonsey & Associates shareholders, will join Lutz as shareholders.
- The combined entity will retain the Lutz name and will consist of approximately 280 employees in a variety of disciplines.
- Lutz will provide additional service offerings to current Shonsey & Associates’ clients including financial planning and wealth management, recruiting, search and staffing, technology consulting and merger and acquisition advisory experience.
- Moving forward, Lutz’s firm philosophy related to delivery of service will continue to be a high priority. Lutz brings the best resources to each engagement to ensure efficient and accurate delivery of products and services.
- Your current firm contact will lead the engagement including client contact and control of services and billing.
- Billing rates for Shonsey & Associates will remain competitive in the market.
WHEN WILL THIS TRANSACTION BE EFFECTIVE AND WILL THIS HAVE ANY IMPACT ON THE SERVICES I RECEIVE?
WHO DO I CONTACT IF I HAVE A QUESTION OR CONCERN?
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13616 California Street, Suite 200
Omaha, NE 68154
747 N Burlington Avenue, Suite 401
Hastings, NE 68901