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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
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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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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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Modernizing Customer Relationship Management with Software

June 2, 2021
Modernizing Customer Relationship Management with Software

Platforms such as Microsoft Dynamics and SalesForce are helping businesses streamline communication, sales, operations, and finance, but implementing these systems can be challenging. In this presentation, Ryan Wade of Lutz Tech highlights the benefits of modern ERP and CRM systems and what you need to know before choosing a solution.

 

Key Takeaways:

  • Benefits of using software to streamline communications, sales, operations, and finance.
  • Risks of implementing a CRM or ERP.
  • A highlight of popular software such as Hubspot, SalesForce, and Microsoft Dynamics.
  • Tips for evaluating if your company needs this type of software and when to get started.

 

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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