INSIGHTS

Mullen and Schaaf Join Lutz Financial

Lutz, a Nebraska-based business solutions firm, welcomes Meghan Mullen and Jessica Schaaf to the Lutz Financial team.

Meghan Mullen joins the firm as a receptionist, where she is responsible for client inquiries as well as coordinating communications between clients and advisors. Meghan received her Bachelor’s degree in dietetics from the University of Nebraska.

As a client service associate, Jessica Schaaf is responsible for the preparation and filing of client data as well as ensuring an exceptional client experience during every interaction. Jessica received her Bachelor’s degree in business administration from the University of Nebraska at Omaha.

RECENT POSTS

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)…
read more

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…

read more

SIGN UP FOR OUR NEWSLETTERS!

We tap into the vast knowledge and experience within our organization to provide you with monthly content on topics and ideas that drive and challenge your company every day.

All content © 2018 Lutz & Company, PC  |  Privacy Policy

OMAHA

13616 California Street, Suite 300

Omaha, NE 68154

P: 402.496.8800

HASTINGS

747 N Burlington Avenue, Suite 401

Hastings, NE 68901

P: 402.462.4154

GRAND ISLAND + NORTH 

403 Lexington Circle

Grand Island, NE 68803

P: 308.384.9910

LINCOLN 

601 P Street, Suite 103

Lincoln, NE 68508

P: 531.500.2000

GRAND ISLAND + SOUTH

2722 S Locust Street

Grand Island, NE 68801

P: 308.382.7850