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It's never too early to plan for the future of your business.
When preparing your company for sale, recapitalization, buyout, or a new acquisition, the stakes are high. You can count on Lutz to provide senior-level attention and expert advice every step of the way.
Lutz M&A is one of the largest and most experienced merger and acquisition firms in the Midwest, with a reputation for integrity and confidentiality. We leverage the experience of our professionals to deliver specialized and hands-on M&A advisory services.
Sell-Side Representation
At Lutz M&A, our team has the knowledge and experience to assist owners as they sell their business. We can help you identify the right opportunities and provide actionable recommendations.
Transaction Advisory
Looking for reliable, trustworthy advice before buying or investing in a business? Our goal is to help you structure a favorable transaction to mitigate risks and leverage opportunities.
Business Transition & Exit Planning
Transitioning your business will be one of the biggest decisions you will ever make. Together, we’ll strategize to determine the optimal exit solution, whether it involves a family member, employee, or a third party.
Meet the M&A Team
Bill Kenedy
Lutz Consulting and M&A Shareholder
Ryan McGregor
Consulting Director
Dani Sherrets
M&A Manager
Mark Otte
M&A Manager
Robert Powell
M&A Manager
Taylor Kendall
Audit & Consulting Shareholder
Aimee Werner
M&A Manager
Morgan Felber
Senior Financial Analyst
Pete Froelicher
Tax Shareholder
Katie Buckley
Senior Financial Analyst
Zach Koester
Senior Financial AnalystNews & Insights
Selling Your Business to Employees Using a Deferred Compensation Plan
Post-Acquisition Checklist for a Seamless Business Transition
Exit Planning Strategies for a Successful Business Transition
Estate Planning Guide
Explore Related Offerings
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Business Valuation
Whether you are looking to enhance the value of your business or simply understand its current worth, we will analyze your operations and financials to deliver a detailed conclusion and actionable recommendations.
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Litigation Support and Forensic Services
If you need expert testimony or financial counsel, we will serve as a professional resource to support your case.
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Purchase Price Allocation
Valuing acquired assets and allocating an acquisition’s purchase price is a complex process that can significantly impact your financial statements and provide tax implications for both buyers and sellers. We will help you evaluate and correctly allocate the assets of your business to determine a fair value, ensure financial accuracy, and discover key value drivers.
