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The Art of Budgeting + Smart Saving Strategies

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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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On-Demand Recording

Optimizing Business Retirement Plans: Benchmarking 401(k)s & Exploring PEPs

August 13, 2025

Looking to maximize your company's retirement benefits? Join Lutz Financial experts Chris Wagner and Austin Wells as they demonstrate how to evaluate and benchmark retirement plan providers and services. Learn how pooled employer plans (PEPs) can reduce your administrative burden and costs while maintaining high-quality benefits for your employees.