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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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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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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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When to outsource your IT
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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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Advantages of Outsourcing Core Business Functions

January 8, 2025
Advantages of Outsourcing Core Business Functions

What if you could focus solely on growing your business while experts handle your HR, accounting, and technology needs? This comprehensive webinar explores the strategic advantages of outsourcing core business functions. Join Lutz experts Scott Kroeger, Steve Nebbia, and Steph Hand as they share how outsourcing these critical areas can streamline operations, reduce costs, and increase scalability, allowing you to prioritize running your company.

KEY TAKEAWAYS:

  • Maximizing Efficiency in HR, Accounting, & Technology
  • Cost-Benefit Analysis of In-House vs. Outsourced Functions
  • Leveraging External Expertise for Growth & Compliance

 

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