• Services
  • Accounting
  • Advisory
  • Financial
  • M&A
  • Talent
  • Tech
  • Accounting Services
  • Advisory Services
  • Financial Services
  • M&A Services
  • Talent Services
  • Tech Services
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.

Financial Market
COMMENTARY
Stay Informed

Catch up on market moves with our weekly update, featuring in-depth insights and analysis.

Resources
EBOOKS & GUIDES
Download Now

Take a deep dive into challenging business topics with these free educational resources. 

  • News & Insights
  • About
About

Lutz is a business solutions firm for people seeking a partner to help energize and heighten economic and organizational success.

  • Contact

Log in to your relevant client portal to access your account, upload documents, or make a payment.

  • Futuristic, Achiever, Relator, Analytical, Belief

Aimee Werner

M&A Director

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. 

Website Icons_General_Lightbulb
Areas of Focus
  • Mergers & Acquisitions
  • Sell-Side Advisory Services
  • Buy-Side Advisory Services
  • Financial Analysis
  • Purchase Price Allocations
  • Transaction Advisory Services
  • Quality of Earnings
  • Due Diligence
  • Employee Development Lead
  • Industry Specialty:
    • Agribusiness
    • Construction
    • Manufacturing & Distribution
    • Services
    • Transportation
Website Icons_General_Check Mark
Affiliations & Credentials
  • Certified Public Accountant (CPA)
  • American Institute of Certified Public Accountants (AICPA), Member
  • Nebraska Society of Certified Public Accountants (NESCPA), Member
Website Icons_General_Web Connections
Community Service
  • Teammates, Mentor
  • ACE Mentor Program, Board Member, Treasurer
Website Icons_General_Business Building
Educational Background
  • BS in Accounting, University of Nebraska, Lincoln, NE
 
form-img

Contact
Aimee Werner