When we consider the idea of becoming a business owner, the image that often comes to mind is ...
Read more
- Services
- Accounting
- Consulting
- Financial
- M&A
- Talent
- Tech
- Accounting Services
News & Insights
%20(1)-Jan-02-2024-09-05-00-8712-PM.jpg?width=300&height=175&name=Untitled%20design%20(2)%20(1)-Jan-02-2024-09-05-00-8712-PM.jpg)
News
Tax Season Updates
Upload documents securely, review important deadlines, and get answers to client portal questions.
- Consulting Services
Resources
%20(1)-Mar-08-2024-09-22-41-1011-PM.jpg?width=300&height=175&name=Untitled%20design%20(5)%20(1)-Mar-08-2024-09-22-41-1011-PM.jpg)
Guide
How To Avoid Being Negligent When It Comes To Risk
When you're running a business, you can't afford to be negligent when it comes to risks and planning for them. These six steps will help you get started.
Business Insights
%20(1)-Mar-08-2024-09-27-14-7268-PM.jpg?width=300&height=175&name=Untitled%20design%20(6)%20(1)-Mar-08-2024-09-27-14-7268-PM.jpg)
Blog
Comparing Business Valuation Methods: Which is Right for You?
Valuation experts rely on three primary approaches to determine the value of a business: income approach, asset approach, and market approach.
- Financial Services
NEWS & INSIGHTS
MARKET COMMENTARY
Financial Market Updates
Want to receive financial market updates straight to your inbox? Sign up below!
- M&A Services
Resources
%20(1)-Mar-08-2024-09-11-30-0067-PM.jpg?width=300&height=175&name=Untitled%20design%20(3)%20(1)-Mar-08-2024-09-11-30-0067-PM.jpg)
Guide
Factors to Consider When Selling a C Corporation
Understand the tax issues affecting both buyers and sellers involved in C corporation merger and acquisition transactions
Business Insights
%20(1)-Mar-08-2024-09-18-53-4361-PM.jpg?width=300&height=175&name=Untitled%20design%20(4)%20(1)-Mar-08-2024-09-18-53-4361-PM.jpg)
Blog
5 Key Items to Review During Financial Due Diligence
The due diligence phase is critical for a Buyer to better understand the Target’s business operations and the overall quality of the financial information.
- Talent Services
News & Insights
-Mar-08-2024-09-03-21-1119-PM.jpg?width=300&height=175&name=Untitled%20design%20(1)-Mar-08-2024-09-03-21-1119-PM.jpg)
Blog
Benefits of Outsourcing Your Human Resources Function
HR responsibilities can quickly become overwhelming for small business owners. Alleviate the burden and save money in the long run by outsourcing your HR functions.
- Tech Services
Resources
-2.png?width=264&height=160&name=Website%20Featured%20Content%20Images%20(1)-2.png)
Guide
Introducing Data Analytics into Your Business
Integrating data analytics into your business can help your revenue grow, the organization mitigate risk, or gain insight into your business operations.
Business Insights
-Mar-08-2024-08-50-35-9527-PM.png?width=300&height=175&name=Untitled%20design%20(1)-Mar-08-2024-08-50-35-9527-PM.png)
Video
Pella Client Testimonial
I've used them for valuation work, stock transfers, hosting all of my technology, and now data analytics. I'd say they lead the pack in terms of anticipating what I'm going to need before I even know I need it.
Business Insights
BLOG
Explore Topics
Get the latest news and insights on relevant topics that matter most to you.
Webinars & Events
Events
Register Today
Register for an upcoming event or access our library of on-demand recordings.
Lutz Talk Business
PODCAST
Tune In
Subscribe today for entrepreneurially spirited episodes of witty commentary for young professionals.
Resources
EBOOKS & GUIDES
Download Now
Take a deep dive into challenging business topics with these free educational resources.
- News & Insights
- Responsibility, Learner, Analytical, Achiever, Discipline
Mark Otte
M&A Manager
Mark Otte is an M&A Manager at Lutz. He began his career in 2013. Mark focuses on performing business appraisals for litigation support, gift and estate tax planning, corporate planning, and mergers and acquisitions. In addition, he provides business consulting and sell-side advisory services. His relevant experience includes analyzing financial statements for business valuations, building financial models, conducting market research, and developing transaction materials to successfully market Lutz M&A clients.
Areas of Focus
- Business Valuation
- Litigation Support
- Expert Witness Testimony
- Marital Dissolution Matters
- Mergers & Acquisitions
- Gift Tax
- Estate & Trust Planning
- Business Consulting
- Forensic Accounting
- Financial Analysis
- Economic Damages
- Purchase Price Allocations
Affiliations & Credentials
- Certified Public Accountant
- Accredited in Business Valuation
- American Institute of Certified Public Accountants, Member
- Iowa Society of Certified Public Accountants, Member
- Nebraska Society of Certified Public Accountants, Member
Educational Background
- Bachelor's of Accounting, University of Northern Iowa, Cedar Falls, IA
Thought Leadership
M&A
Pros & Cons of Buying an Existing Business
Accounting
Comparing Business Valuation Methods: Which is...
Business valuation is a process that helps determine the economic value of a company. It is done ...
Read more
Accounting
What is the Purpose of Goodwill & How is it...
When we mention goodwill in the finance and accounting world, we’re not referring to a second-hand ...
Read more
