Business Transition + Exit Planning

At Lutz M&A, our team has the knowledge and experience to assist owners as they sell their businesses. We can help you identify the right opportunities and provide actionable recommendations.

We offer comprehensive guidance and support in navigating the complex structures and regulations of ESOPs. Our experienced team works to ensure successful outcomes for both the company and its employees.

Our experienced merger and acquisition professionals believe that industry market research is one of the most critical steps in the transaction process. Through a detailed industry analysis, we can provide insights and recommendations that will give your business a competitive advantage.

Lutz Financial will create and manage a comprehensive plan that addresses your immediate and long-term goals. Through a unique and individualized process that ensures your priorities are understood, we’ll help with estate and contingency planning, retirement planning, succession planning, tax planning, and more.

Estate and contingency planning is a critical step to safeguard the future of your company and your assets. Since tax laws are constantly evolving, it’s essential to have a purposeful strategy. As your trusted advisor, we offer professional, unbiased assistance every step of the way, from discussing contingency plans for unexpected events to transferring assets to the next generation or third-party buyer.

Our professionals have a proven track record of helping businesses achieve their goals and improve their bottom line. We work closely with you to identify areas for improvement and develop actionable strategies to enhance business performance and profitability.