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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: 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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Understand the tax issues affecting both buyers and sellers involved in C corporation merger and acquisition transactions

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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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Dani Sherrets

M&A Manager
Dani Sherrets is an M&A Manager at Lutz. She began her career in 2014. Dani is responsible for supporting the execution of merger and acquisition transactions and business valuation services. She assists clients across various industries with valuation analyses, financial modeling, industry research, transaction materials, and due diligence related to M&A engagements.
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Areas of Focus
  • Mergers & Acquisitions
  • Business Valuation
  • Financial Analysis
  • Due Diligence
  • Market & Industry Research
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Affiliations & Credentials
  • National Association of Certified Valuators and Analysts, Member
  • Certified Valuation Analyst®
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Educational Background
  • BBA, Academy of Economic Studies, Bucharest, Romania
  • MBA in Finance, Bellevue University, Omaha, NE

Thought Leadership

The M&A Process + Timeline & Milestones
M&A The M&A Process + Timeline & Milestones
Selling your business can be time-consuming and unpredictable. Knowing what to expect can help get ...
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How an M&A Advisor Can Help You Conduct a Market Analysis
M&A How an M&A Advisor Can Help You Conduct a Market...
In the world of mergers and acquisitions (M&A), conducting a thorough market analysis is ...
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The Role of M&A Advisors in Mergers & Acquisitions
M&A The Role of M&A Advisors in Mergers & Acquisitions
One of the most popular avenues for a company to grow or restructure is through mergers & ...
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Dani Sherrets