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Robert Powell

M&A Manager
Robert Powell is an M&A Manager at Lutz. He began his career in 2013. He is responsible for providing merger and acquisition and business valuation services for management planning purposes, litigation support, marital dissolution matters, employee stock ownership plan consulting, and estate and gift taxes. In addition, he analyzes and interprets financial statements, builds financial models, conducts market research, and develops transaction materials to successfully market Lutz M&A clients.
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Areas of Focus
  • Merger & Acquisitions
  • Business Valuation
  • Estate & Trust Planning
  • Gift Tax
  • Litigation Support
  • Marital Dissolution Matters
  • Employee Stock Ownership Plans
  • Financial Analysis
  • Market & Industry Research
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Affiliations & Credentials
  • American Society of Appraisers, Member
  • National Association of Certified Valuators and Analysts, Member
  • The ESOP Alliance, Member
  • Accredited Senior Appraiser (ASA)
  • Certified Valuation Analyst®
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Educational Background
  • Master of Science in Accountancy, Keller Graduate School of Management of DeVry University, Naperville, IL
  • BSBA in Finance and Accounting, University of Nebraska, Lincoln, NE

Robert Powell