Lutz Promotes Six to Manager

Lutz, a Nebraska-based business solutions firm, has promoted six professionals to a Manager position.

Katie Byrd, CPA, has been promoted to Audit Manager. She provides assurance services to businesses with a focus on the retail, service, distribution, nonprofit, and franchise industries. In addition, Byrd assists with transaction advisory services and employee benefit plans.

Mary Keslar, CPA, transitioned from internal accounting to client accounting services at Lutz. She has been promoted to Accounting Manager in the Grand Island office and has over 35 years of relevant experience. Mary provides outsourced accounting services to clients with a focus on write-ups and payroll.

Bob Loewens, CFA, CVA, has been promoted to Lutz M&A Manager. Loewens specializes in business valuation, financial consulting, and M&A advisory services to clients in an array of industries.

Steve Nebbia, CPA, has been promoted to Tax Manager at Lutz. He provides tax consulting and compliance services to clients with a focus on business income tax for a variety of industries, individual income tax, and trust and estate planning.

Jonathan Patent, CPA, has been promoted to Tax Manager. He provides tax compliance and consulting services to clients with a focus on the construction and real-estate industries. In addition, Patent provides tax research and multi-state tax compliance services. He has recently transitioned to Lutz’s Lincoln office.

Colin Walker, CPA, transitioned from the Audit Department to internal accounting and has been promoted to Financial Reporting Controller. Walker focuses on financial reporting, budgeting, and operations for the firm.


Quarter Two Middle Market M&A Report

M&A transaction activity continues to be healthy. Economic growth remains robust, and businesses continue to have access to historically inexpensive debt. During Q2 2018, there were 2,768 completed transactions totaling $97.1 billion in North America (per Capital IQ)…
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4 Common Reasons Why M&A Deals Fall Apart

Not all M&A deals conclude with a successful closing. During the period between signing a letter of intent (LOI) and closing, the deal may break up for a number of reasons. Sometimes the reasons are unforeseeable but many times these situations can be anticipated and potentially avoided…

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