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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: 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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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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Benefits of Outsourcing Your Human Resources Function

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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On-Demand Recording

Strategic Investment Insights: Navigating the Current Financial Markets

October 9, 2024

The constant noise and varying opinions around the financial market landscape can be confusing. Our team at Lutz Financial emphasizes the importance of a pragmatic, long-term outlook. Join us for a webinar with Josh Jenkins, Chief Investment Officer and Principal, and Justin Vossen, Investment Advisor and Principal, for an analysis of current market conditions and insights into deliberate investment strategies.