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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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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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Meghan Mullen

Team Support Associate
Meghan Mullen is the Team Support Associate at Lutz Financial. She began her career in 2016. Meghan specializes in providing exceptional client service and supports advisors in the process of converting potential leads into customers. She lives in Omaha, NE, with her husband Mike and children Madeline, Finnegan, and Wyatt.
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Areas of Focus
  • Client Relationship & Account Management
  • System Reports & Compilation
  • Advisor Support
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Community Service
  • Lutz Gives Back, Volunteer
  • Juvenile Diabetes Research Foundation (JDRF), Volunteer
  • St. Patrick's of Elkhorn, Volunteer
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Educational Background
  • BS in Dietetics, University of Nebraska, Lincoln, NE
 
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Meghan Mullen