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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

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 Bonebrake

Financial Planner
Sam Bonebrake is a Financial Planner at Lutz Financial. He began his career in 2021. He is responsible for assisting advisors in the preparation of financial plans, as well as managing daily service requests from clients. He lives in Omaha, NE.
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Areas of Focus
  • Comprehensive Financial Planning
  • Client Relationship & Account Management
  • Trading Support
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Educational Background
  • BS in Finance, St. Louis University, St. Louis, MO
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Sam Bonebrake