Transaction Advisory Services

TRANSACTION ADVISORY SERVICES

ARE YOU LOOKING FOR A TRUSTED ADVISOR TO HELP YOU ASSESS A FUTURE TRANSACTION?

Since our founding as a CPA firm in 1980, Lutz has steadily grown to become the largest locally owned business solutions firm of its kind in Nebraska. We believe that understanding where you’re coming from is a vital part of getting to the bottom line and taking you where you need to go. Cost-effective services, open communication, and superior work ethic, coupled with a sound relationship built on trust, is our promise to you.

Drawing on our talented and dedicated transaction advisory team members, Lutz provides accounting, tax and business consulting services to assist businesses through the full transaction life cycle. Through extensive analysis, systematic investigations and collaborative accounting and tax expertise, our goal is to help our clients structure deals to mitigate potential risks and identify potential opportunities.

By maintaining close relationships with attorneys, investment advisors, bankers, and lenders, we offer our clients the most educated and trusted advice. Lutz works to deliver uniquely tailored recommendations and actionable insights through an understanding of each transaction’s success points and relevant issues to help our clients make the most informed business decisions.

SOLUTIONS:

  • Quality of Earnings (QoE) Report
  • Transaction Structuring
  • Tax Consulting
  • Due Diligence Assistance
    • Understand & Document Key Accounting Policies
    • Analyze & Normalize Financial Information
    • Review Management’s EBITDA Adjustments
    • Recommend Due Diligence EBITDA Adjustments
    • Calculate Net Working Capital
  • Valuation Support
  • Purchase Price Allocation
  • Opening Balance Sheet Preparation
  • Financial Projections
  • Working Capital Analysis
  • Key Performance Indicator Analysis
  • Multiple of Earnings Studies
  • Customer & Product Price/Volume Analysis

Looking for more? Lutz also offers Quality of Earnings Report services. This report examines a company’s historical financials to detail the level of sustainability and accuracy of the business’s earnings. To learn more about our Quality of Earnings Report services, please contact us.

TRANSACTION ADVISORY SERVICES TEAM

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