Lutz & Company is comprised of multiple services to meet your needs. Among our many areas of expertise, we also take pride in the effectiveness of our consulting services.

Business Valuation and Litigation Support
The business valuation team at Lutz & Company stands ready to provide sound answers to your most complex business valuation and financial questions.

Lutz & Company has the Midwest’s largest and most experienced Business Valuation and Litigation Support team. We have team members who are Certified Public Accountants as well as Accredited in Business Valuation (ABV) - a designation given by the American Institute of Certified Public Accountants. No other regional firm has this kind of expertise behind its Business Valuation and Litigation Support team. We have assisted clients of all sizes in all industries with their business valuation and litigation needs. 

Business Valuation

At Lutz & Company, our Business Valuation team can assist you with the difficult issues associated with succession planning and development as well as strategic planning for your business. Whether you are considering transitioning your company or just planning for the future, we can help evaluate what your business is worth. Even if you are not considering buying or selling a company, our Business Valuation team will help you consider all the vital issues associated with planning for the future.

• Business Transition Planning
• Forecasts and Projections
• Due Diligence

Litigation Support

If you find yourself in litigation over a financial matter, the Lutz & Company Litigation Support team has extensive courtroom experience in economic damage and business valuation cases. Our team routinely testifies in court on financial matters and are dedicated to help you achieve a positive outcome.

• Economic Damage Calculations
• Forensic Accounting
• Fraud Prevention and Detection

Fraud Protection

As a business owner, you need to protect yourself from fraud. At Lutz & Company, we can help you strengthen your internal controls to reduce the risk of fraud as well as discreetly investigate possible fraudulent activities. We can periodically monitor your financial information and help you develop corporate compliance and fraud prevention programs.

• Internal Control Reviews
• Fraud Investigations

Mergers & Acquisitions
We have specialists who understand the details that are involved with the significant milestones in your business. Each situation is different, so our work is very project-driven. We understand the need for proper planning, and will coordinate with you and your legal counsel to create a detailed work plan and timeline for each engagement.

Our team has experience with a variety of M&A situations, ranging from complex, multi-organization mergers to single-owner business acquisitions. We are well-versed in all areas of these transactions and we help you continue running your business while we attend to the financial details of the agreements.

Management Advisory Services

• Projections
• Forecasts
• Budgets
• Due Diligence
• GAAP Consulting

Healthcare Accounting and Consulting

You have a vision for the future of your healthcare practice. The Lutz & Company Healthcare Accounting and Consulting team will help you define that vision, identify the real issues behind your challenges and assist you in setting business and financial goals.  Our objective is to develop sensible solutions and then work to fully implement those solutions in a way that works best within your practice.

Our team has in-depth knowledge in the healthcare industry and all types of healthcare organizations. Made up of dedicated, well-rounded CPA’s, our team is passionate about helping you succeed in this complex, ever-changing environment. Whether you have a single-specialty or multi-specialty physician group, we understand that your practice is unique and will tailor our financial solutions specific to your needs.   

• Consulting
• Accounting
• Tax Solutions