The due diligence phase of an acquisition is typically performed after a letter of intent is ...
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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.
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Aimee Werner
M&A Manager
Aimee Werner is an M&A Manager at Lutz M&A. She began her career in 2014. Aimee provides tailored buy and sell-side advisory services to ensure clients appropriately navigate, negotiate, and account for transactions. She has experience in the manufacturing, distribution, healthcare, and service industries.
Areas of Focus
- Mergers & Acquisitions
- Transaction Advisory Services
- Litigation Support
- Due Diligence
Affiliations & Credentials
- Alliance of Merger & Acquisition Advisors, Member
- American Institute of Certified Public Accountants, Member
- Nebraska Society of Certified Public Accountants, Member
- Certified Public Accountant
Community Service
- Teammates, Mentor
- ACE Mentor Program, Board Member, Treasurer
Educational Background
- BS in Accounting, University of Nebraska, Lincoln, NE
Thought Leadership
Transaction Advisory
5 Key Items to Review During Financial Due...
