Upload documents securely, review important deadlines, and get answers to client portal questions.
Want to receive financial market updates straight to your inbox? Sign up below!
Understand the tax issues affecting both buyers and sellers involved in C corporation merger and acquisition transactions
Integrating data analytics into your business can help your revenue grow, the organization mitigate risk, or gain insight into your business operations.
Get the latest news and insights on relevant topics that matter most to you.
Lutz is a business solutions firm for people seeking a partner to help energize and heighten economic and organizational success.
Log in to your relevant client portal to access your account, upload documents, or make a payment.
Morgan Felber, Senior Financial Analyst, began her career in 2021. She has developed expertise in transaction advisory services through her background in audit and consulting.
Providing both buy and sell-side advisory services, Morgan assists buyers and sellers throughout the full due diligence process. Specifically, she focuses on developing financial models, conducting market research, preparing Quality of Earnings reports, and transaction marketing materials. Morgan values helping clients navigate the complexities of buying or selling a business through strategic, tailored solutions.
Morgan lives in Omaha, NE. Outside the office, she can be found spending time with family and friends, exercising, and attending concerts.