• Services
  • Accounting
  • Consulting
  • Financial
  • M&A
  • Talent
  • Tech
  • Accounting Services
Services
View All
Industries
View All
News & Insights
Website Featured Content Images-2
Blog
Are You Prepared? Financial Access Checklist for Spouses

Share this checklist with your spouse to assure you each have access to manage important financial tasks independently.

Read More
  • Consulting Services
Services
View All
Resources
Website Featured Content Images (1)-1
Guide
What is a Comprehensive Risk Assessment?

To start managing your business's risk, you will need to conduct a comprehensive risk assessment.

Read More
Business Insights
Website Featured Content Images (2)-1
Blog
Top 3 Financial KPIs Every Business Owner Should Track

Key Performance Indicators (KPIs) can help illustrate your business’s financial health and show whether your business will turn a profit.

Read More
  • Financial Services
Services
View All
Resources
Contact Us
NEWS & INSIGHTS
Website Featured Content Images
MARKET COMMENTARY
Financial Market Updates

Want to receive financial market updates straight to your inbox? Sign up below!

Subscribe
  • M&A Services
Services
View All
Resources
Website Featured Content Images (3)
Ebook
7 Factors to Consider Before Selling Your Business

We give you exclusive insights on the business sale transaction process to help you answer seven important questions.

Read More
Business Insights
Website Featured Content Images (5)
Blog
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.
Read More
  • Talent Services
Services
View All
Candidate Resources
Contact Us
News & Insights
Website Featured Content Images-3
Blog
5 Benefits of Using Gallup's StrengthsFinder in Your Company

Gallup’s StrengthsFinder assessment can help you identify the strengths of the people working in your teams.

Read More
  • Tech Services
Services
View All
Resources
Website Featured Content Images (1)-2
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.

Read More
Business Insights
Website Featured Content Images (2)-2
Blog
17 Tech Tips & Tricks

We’ve listed 17 shortcuts and hacks that will help you use tech to your advantage and make your daily life a little easier.

Read More
Business Insights
BLOG
Explore Topics

Get the latest news and insights on relevant topics that matter most to you.

View All
Webinars & Events
Events
Register Today

Register for an upcoming event or access our library of on-demand recordings.

View All
Lutz Talk Business
PODCAST
Tune In

Subscribe today for entrepreneurially spirited episodes of witty commentary for young professionals.

View All
Resources
EBOOKS & GUIDES
Download Now

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

View All
  • News & Insights
  • About
About

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

Our Company
Our Team
Offices
Careers
Internships
Contact Us
  • Contact
Client Portal

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

Make a Payment
Accounting Client Portal
Financial Client Portal
Charles Schwab Login
TD Ameritrade Login
Send Files Securely
Contact Us
  • Learner, Ideation, Achiever, Responsibility, Relator

Dani Sherrets

M&A Manager
Dani Sherrets is an M&A Manager at Lutz with over seven years of relevant experience. She specializes in merger and acquisition advisory services and business valuations. Dani focuses on analyzing and interpreting financial statements, building financial models, performing valuation analyses, developing marketing and transaction materials and conducting due diligence.
Website Icons_General_Lightbulb
Areas of Focus
  • Mergers & Acquisitions
  • Business Valuation
  • Financial Analysis
  • Due Diligence
Website Icons_General_Check Mark
Affiliations & Credentials
  • National Association of Certified Valuators and Analysts, Member
  • Certified Valuation Analyst
Website Icons_General_Business Building
Educational Background
  • BBA, Academy of Economic Studies, Bucharest, Romania
  • MBA in Finance, Bellevue University, Omaha, NE

Thought Leadership

The Role of M&A Advisors in Mergers & Acquisitions
M&A The Role of M&A Advisors in Mergers & Acquisitions
One of the most popular avenues for a company to grow or restructure is through mergers & ...
Read more
How is COVID-19 Impacting the M&A Industry?
M&A How is COVID-19 Impacting the M&A Industry?
As COVID-19 continues to spread across the globe, companies and dealmakers are experiencing ...
Read more
M&A Transactions + Seller Equity Roll
M&A M&A Transactions + Seller Equity Roll
The popularity of equity rollovers in M&A transactions has increased in the past decade. ...
Read more
form-img

Contact
Dani Sherrets