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

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The Art of Budgeting + Smart Saving Strategies
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: 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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Understand the tax issues affecting both buyers and sellers involved in C corporation merger and acquisition transactions

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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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Am I Ready to Sell My Business?

May 5, 2021
Am I Ready to Sell My Business?

When is the right time to exit your business? Unfortunately, there is never a clear answer to this question. Whether you are considering a business sale or not, it’s important to understand your options, so you are prepared when the time comes. In this webinar, Consulting Director, Ryan McGregor, and Financial Analyst, Mark Otte, of Lutz M&A provide tips for a successful business sale strategy.

 

Key Takeaways:

  • Business Sale Options/Process Overview
  • Tips For A Successful Business Sale
  • Benefits Of Working With An M&A Advisor

 

Recent News & Insights

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Optimizing Business Retirement Plans: Benchmarking 401(k)s & Exploring PEPs
August 13, 2025 | 11:30 AM - 12:30 PM | Webinar Looking to maximize your company's retirement benefits? Join Lutz Financial experts Chris ...
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Selling Your Business | Common EBITDA Adjustments and Potential Valuation Impacts
September 10, 2025 | 11:30 AM - 12:30 PM | Webinar Thinking of eventually selling your business? When looking at a business, buyers don't ...
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Year-End Financial Planning & Market Outlook
October 8, 2025 | 11:30 AM - 12:30 PM | Webinar As the year draws to a close, are you positioned for financial success in 2025? Join Lutz ...
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