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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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Ryan McGregor, Consulting Director at Lutz M&A, began his career in 2012. With a diverse background in banking and finance, he has developed extensive expertise in business valuation, mergers and acquisitions, and exit planning.
Specializing in succession planning and valuations, Ryan focuses on helping clients across various industries including agribusiness, construction, healthcare, and manufacturing. He conducts in-depth market analysis and prepares comprehensive valuation reports for purposes ranging from gift and estate planning to Small Business Administration (SBA) qualified opinions. Ryan values building relationships with clients and finds satisfaction in seeing them successfully transition their businesses through well-crafted succession plans.
At Lutz, Ryan has demonstrated his commitment to professional expertise, earning multiple designations including Certified Exit Planning Advisor (CEPA), Certified Valuation Analyst (CVA), and Certified Mergers & Acquisition Advisor (CM&AA). His analytical approach and drive for continuous learning enable him to provide innovative solutions tailored to each client's unique needs.
Ryan lives in Omaha, NE, with his wife Beth and their three children. He enjoys spending time with his large family and is an avid golfer and sports fan.