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Mark Otte

M&A Manager

Mark Otte is an M&A Manager at Lutz. He began his career in 2013. Mark focuses on performing business appraisals for litigation support, gift and estate tax planning, corporate planning, and mergers and acquisitions. In addition, he provides business consulting and sell-side advisory services. His relevant experience includes analyzing financial statements for business valuations, building financial models, conducting market research, and developing transaction materials to successfully market Lutz M&A clients.

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Areas of Focus
  • Business Valuation
  • Litigation Support
  • Expert Witness Testimony
  • Marital Dissolution Matters
  • Mergers & Acquisitions
  • Gift Tax
  • Estate & Trust Planning
  • Business Consulting
  • Forensic Accounting
  • Financial Analysis
  • Economic Damages
  • Purchase Price Allocations
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Affiliations & Credentials
  • Certified Public Accountant
  • Accredited in Business Valuation
  • American Institute of Certified Public Accountants, Member
  • Iowa Society of Certified Public Accountants, Member
  • Nebraska Society of Certified Public Accountants, Member
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Educational Background
  • Bachelor's of Accounting, University of Northern Iowa, Cedar Falls, IA

Mark Otte