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Mark Otte

M&A Director
Mark Otte, M&A Director at Lutz, began his career in 2013. He has developed extensive expertise in business valuation, M&A consulting, and accounting advisory services, and earned the Accredited in Business Valuation (ABV) designation in 2018. 
Combining valuation and transaction knowledge with strategic financial consulting, Mark helps business owners and leadership teams interpret financial data and apply it to informed decision-making. As part of the firm’s outsourced accounting team, he provides CFO-level insight into performance trends, supports long-term planning efforts, and ensures financial operations stay aligned with overall business goals. By blending financial analysis with market research and big-picture thinking, he serves as a valuable partner during periods of growth, transition, or change.
 
At Lutz, Mark is known for his analytical mindset and thoughtful approach to solving complex financial challenges. His commitment to continuous learning and broad experience, ranging from transaction consulting to litigation support, allows him to stay ahead of industry trends and deliver innovative, customized solutions. Whether advising on a business transition or supporting a legal matter, Mark tailors his work to meet each client’s unique needs and circumstances.
 
Mark lives in Omaha, NE. Outside the office, he spends time with his wife and two children and enjoys hitting the golf course.
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Areas of Focus
  • Business Consulting
  • Outsourced Accounting
  • Financial Projections & Tax Planning
  • Data Analytics
  • Business Model Consulting
  • Forecasting & Budgeting
  • Business Valuation
  • Mergers & Acquisitions
  • Sell-Side Advisory Services
  • Forensic Accounting
  • Estate & Trust Planning
  • Healthcare Accounting & Consulting
  • Litigation Support
  • Industry Specialty: 
    • Agribusiness 
    • Independent Medical Practices 
    • Manufacturing & Distribution 
    • Services 
    • Transportation 
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Affiliations & Credentials
  • Certified Public Accountant (CPA)
  • Accredited in Business Valuation (ABV)
  • American Institute of Certified Public Accountants (AICPA), Member
  • Nebraska Society of Certified Public Accountants (NESCPA), Member
  • Iowa Society of Certified Public Accountants (ISCPA), Member
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Educational Background
  • BA in Accounting, University of Northern Iowa, Cedar Falls, IA
 
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Mark Otte