Lutz Consulting

BUSINESS TRANSITION & EXIT PLANNING

IF YOU LEFT YOUR BUSINESS TODAY, WOULD IT CONTINUE TO OPERATE SUCCESSFULLY?

At Lutz, we understand that transitioning your business will be one of the biggest decisions you ever make. You’ve spent a lot of time and energy getting your company to where it is today, and our team can help you further that legacy. We help you think of every step needed for a successful transition plan and give you actionable measures to ensure you make a successful exit.

 

SOLUTIONS:

  • Employee Stock Ownership Plans
  • Business Valuation
  • Financial Planning
  • Retirement Plan Services
  • Merger & Acquisition Services
  • Buy-Side & Sell-Side Representation
  • Industry Market Analysis Services
  • Transaction Advisory Services
    • Due Diligence
    • Quality of Earnings
  • Estate & Contingency Planning
  • Business Improvement Consulting
  • Continuity Planning

MIND WHAT MATTERS

WE EMBRACE YOUR BUSINESS AS OUR OWN TO ENERGIZE THE RIGHT SOLUTIONS AND HELP YOU THRIVE

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