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Protect what matters. Our Estate Planning Guide provides a thorough overview of the documents and strategies needed to secure your financial legacy.
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Understanding how ESOPs work and whether your organization is a good fit is critical to determining if this exit plan aligns with your goals.
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For organizations using Microsoft 365, Copilot is quickly becoming one of the most impactful tools for AI in the workplace.
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Lutz is a business solutions firm for people seeking a partner to help energize and heighten economic and organizational success.
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Aimee Werner, M&A Director at Lutz, began her career in 2014. Since joining the firm as an intern, she has steadily advanced through progressive roles to her current leadership position, developing extensive expertise in mergers and acquisitions along the way.
Providing comprehensive transaction advisory services to businesses and individuals, Aimee guides clients through the complex process of buying or selling a business. Her areas of focus include due diligence, quality of earnings assessments, working capital consulting, adjusted EBITDA and purchase price evaluations, and sell-side consulting. Aimee values the opportunity to learn about different businesses and industries while building trust and rapport with clients throughout the transaction process.
At Lutz, Aimee's analytical mindset and achievement-oriented approach enable her to deliver thorough, actionable insights during critical transitions. Her ability to build strong relationships with clients while maintaining meticulous attention to financial details has made her a trusted advisor during what is often one of the most significant transactions in a business owner's career.
Werner lives in Gretna, NE, with her husband, Adam, and two kids, Nolan and Noelle. Outside the office, Aimee can be found traveling, attending concerts, trying new restaurants, and spending time with family, friends, and her two dogs Murphy and Cooper.