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Financial Access Checklist
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Financial Access Checklist

Share this information with your spouse to assure you each have access to manage important financial tasks independently.

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Learn how to get your finances under control and increase your savings! Hear real-life examples and best practices to secure a successful future.
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Comparing Business Valuation Methods
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Comparing Business Valuation Methods: Which is Right for You?
Valuation experts rely on three primary approaches to determine the value of a business: income approach, asset approach, and market approach.
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Selling a C Corporation
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Factors to Consider When Selling a C Corporation

Understand the tax issues affecting both buyers and sellers involved in C corporation merger and acquisition transactions

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Post-Acquisition Checklist for a Seamless Transition
To help you navigate this critical period, we've compiled a comprehensive checklist covering key areas that demand attention after the deal closes. 
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Unconscious Bias in Recruitment: How to Overcome It
Learn how to take the bias out of recruitment and build a diverse, talented workforce with these tips.
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How to Know When It's Time to Partner with an IT Pro

One day your technology seems manageable, and the next you're wondering if you need more support. Here are the clear signs it's time to outsource your IT.

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Merger & Acquisition Market Update

March 8, 2023
Merger & Acquisition Market Update

What is the current state of mergers and acquisitions in the lower-middle market? In this webinar, Lutz experts Dani Sherrets, Aimee Werner, and Mark Otte will explore current market conditions, valuation multiples, recent transactions, as well as the COVID-19 impact on businesses and M&A.

Key Takeaways:

  • Current M&A Market Outlook
  • Evaluation of Recent Transaction Environment
  • Overview of Current Due Diligence Topics

 

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June 11, 2025 | 11:30 AM - 12:30 PM | Webinar What would happen if your company's data fell into the wrong hands? As businesses ...
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