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Zach Koester

Senior Financial Analyst
Zach Koester is a Senior Financial Analyst at Lutz M&A. He began his career in 2020. He specializes in providing valuation services for estate and gift taxes, litigation support, marital dissolution matters, complex equity structures, and financial and tax reporting. In addition, he assists with merger and acquisition projects and building financial models for clients. 
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Areas of Focus
  • Mergers & Acquisitions
  • Sell-Side Advisory Services
  • Buy-Side Advisory Services
  • Financial Analysis
  • Business Valuation
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Affiliations & Credentials
  • National Association of Certified Valuators and Analysts, Member
  • Certified Valuation Analyst®
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Community Service
  • Lutz Gives Back, Volunteer
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Educational Background
  • BSBA in Business Finance, Investment Science and Portfolio Management, and Banking and Financial Markets, University of Nebraska, Omaha, NE

Zach Koester