From entity selection and set up to developing a business plan that fits your unique scenario, the Lutz team has over 30 years of business consulting experience which makes us uniquely qualified to advise an owner of a new or expanding business.

Early stage tax planning is critical to transaction success. Our team will provide analysis and support for all types of business transactions including: acquisitions, mergers, joint ventures, equity investments and divestitures. We determine whether the transaction should be structured as a taxable or tax-free transaction or as purchase of assets or stock. Overall, the goal is to analyze all available business attributes to maximize their value and use.

• Cash Flow Analysis
• Agreed-Upon Procedures
• Financial Forecasts and Projections
• Pro Forma Financial Information
• Internal Control Reviews
• Financial Decision-Making Assistance
• Performance Measurement
• Due Diligence
• Forensic Accounting Services

• Analysis of Tax Consequences for Mergers, Joint Ventures, Acquisitions and Divestitures
• Entity Choice Analysis
• Representation Before Tax Authorities
• Inventory Methods
• Tax Credits
• Real Estate / Section 1031 / Construction
• Tax Techniques for Capital Expenditures and Analysis of Depreciable Lives and Methods of Property, Plant and Equipment / Cost Segregation Studies

• Accounting and Consulting
• Chargemaster Reviews
• Coding and Billing
• Financial Management Support
• Provider Compensation Structure
• Provider Enrollment & Licensure
• Cost Reporting and Reimbursement
• Strategic Planning