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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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HR responsibilities can quickly become overwhelming for small business owners. Alleviate the burden and save money in the long run by outsourcing your HR functions.
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Introducing Data Analytics into Your Business

Integrating data analytics into your business can help your revenue grow, the organization mitigate risk, or gain insight into your business operations.

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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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Sam Addy

Audit Shareholder
Sam Addy is an Audit Shareholder at Lutz. He began his career in 1999. He has significant experience in providing accounting, auditing, and consulting services to privately-held companies and employee benefit plans with a focus on the nonprofit, manufacturing, and technology industries.
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Areas of Focus
  • Audit & Assurance
  • Employee Benefit Plan Audits
  • Nonprofit Industry
  • Manufacturing & Distribution Industry
  • Software & Technology Industry
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Affiliations & Credentials
  • American Institute of Certified Public Accountants, Member
  • Nebraska Society of Certified Public Accountants, Member
  • Certified Public Accountant
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Community Service
  • Memorial Little League, Treasurer
  • First Tee of Omaha, Treasurer
  • St. Margaret Mary Catholic Parish & School, Athletic Committee Member
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Educational Background
  • BSBA, Colorado State University, Fort Collins, CO

Thought Leadership

Key Insights Into 4 Essential Nonprofit Financial Statement Items
Accounting Key Insights Into 4 Essential Nonprofit Financial...
Nonprofits are vital in addressing societal needs, positively impacting communities, and driving ...
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Should Manufacturers Buy or Lease Large Equipment?
Accounting Should Manufacturers Buy or Lease Large Equipment?
Earlier this year, the Financial Accounting Standards Board issued an update that will ...
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How to Use Accounts Payable and Disbursements Controls to Prevent Fraud at a Small Business
Accounting How to Use Accounts Payable and Disbursements...
Having and strictly implementing accounts payable and disbursements controls is essential for ...
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Sam Addy