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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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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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AI + Microsoft Copilot Overview

January 10, 2024
AI + Microsoft Copilot Overview

Discover the power of Microsoft Copilot and other popular AI tools. Gain insights into the different options and learn what to expect with the new technology. Join Lutz experts Tony DeSantis and Ryan Wade as they provide an overview of AI applications, including Copilot, and how they can help elevate your workflow, increase productivity, and foster collaboration within your team.

KEY TAKEAWAYS:

  • How AI Can Help Small-Midsized Businesses
  • Introduction to Copilot & Explanation of Versions
  • Preparing Your Organization for AI


 

Recent News & Insights

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Employee Stock Ownership Plan Benefits & Best Practices
Ensure your company's continuity with a smooth leadership transfer through an Employee Stock Ownership Plan (ESOP). Aimee Werner and Kelly ...
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Modernizing Healthcare: Smart Technology Solutions
Is your practice looking for ways to streamline daily operations? Are there areas of patient or staff experience you want to improve? ...
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Advantages of Outsourcing Core Business Functions
What if you could focus solely on growing your business while experts handle your HR, accounting, and technology needs? This comprehensive ...
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