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How To Avoid Being Negligent When It Comes To Risk
When you're running a business, you can't afford to be negligent when it comes to risks and planning for them. These six steps will help you get started.
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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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Key Items to Review During Financial Due Diligence
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5 Key Items to Review During Financial Due Diligence
The due diligence phase is critical for a Buyer to better understand the Target’s business operations and the overall quality of the financial information.
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Introducing Data Analytics into Your Business

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I've used them for valuation work, stock transfers, hosting all of my technology, and now data analytics. I'd say they lead the pack in terms of anticipating what I'm going to need before I even know I need it.
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Lutz is a business solutions firm for people seeking a partner to help energize and heighten economic and organizational success.

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Aimee Werner

M&A Director

Aimee Werner is an M&A Director at Lutz. She began her career in 2014. Aimee provides tailored buy and sell-side advisory services to ensure clients appropriately navigate, negotiate, and account for transactions. She has experience in the manufacturing, distribution, healthcare, and service industries.

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Areas of Focus
  • Mergers & Acquisitions
  • Transaction Advisory Services
  • Litigation Support
  • Due Diligence
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Affiliations & Credentials
  • Alliance of Merger & Acquisition Advisors, Member
  • American Institute of Certified Public Accountants, Member
  • Nebraska Society of Certified Public Accountants, Member
  • Certified Public Accountant
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Community Service
  • Teammates, Mentor
  • ACE Mentor Program, Board Member, Treasurer
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Educational Background
  • BS in Accounting, University of Nebraska, Lincoln, NE
 

Thought Leadership

Post-Acquisition Checklist for a Seamless Business Transition
Transaction Advisory Post-Acquisition Checklist for a Seamless...
Acquiring a business is an exciting milestone, but it's just the beginning of a complex integration ...
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5 Key Items to Review During Financial Due Diligence
Transaction Advisory 5 Key Items to Review During Financial Due...
The due diligence phase of an acquisition is typically performed after a letter of intent is ...
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Aimee Werner