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Protect what matters. Our Estate Planning Guide provides a thorough overview of the documents and strategies needed to secure your financial legacy.
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Understanding how ESOPs work and whether your organization is a good fit is critical to determining if this exit plan aligns with your goals.
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For organizations using Microsoft 365, Copilot is quickly becoming one of the most impactful tools for AI in the workplace.
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Zach Koester, Senior Financial Analyst, began his career in 2020. He has developed extensive expertise in business valuation and financial modeling, earning his Certified Valuation Analyst (CVA) credential.
Leveraging his analytical skills, Zach conducts valuations for estate and gift taxes, litigation support, and marital dissolution matters. He specializes in building complex financial models, including leveraged buyouts and cash flow forecasting, while providing data-driven insights for strategic decision-making. Zach values working with clients to solve complex problems and delivering consistent, high-quality analysis.
Zach lives in Omaha, NE. Outside the office, he can be found playing sports, organizing the Lutz volleyball team, creating art, and cheering on the Los Angeles Chargers.