Lutz
Lutz is a Nebraska-based, locally owned business solutions firm offering integrated accounting, financial planning, M&A advisory, talent, and technology services to business owners, executives, and high-net-worth individuals across the Midwest.
- Company typePrivate
- Founded1962
- HeadquartersOmaha, United States
- Headcount101–250
- GTM typeB2B
- OfferingServices
What Lutz does
Lutz is a Nebraska-based, locally owned business solutions firm founded in 1962, operating as a Professional Corporation (Lutz & Company, P.C.) with wholly-owned subsidiaries Lutz Technology, LLC and Lutz Financial, LLC. The company self-describes as Nebraska's largest locally owned business solutions firm, delivering professional services across six integrated divisions: Lutz Accounting (audit, tax, outsourced accounting, client advisory), Lutz Financial (financial planning, investment advisory, retirement plans), Lutz M&A (transaction advisory, business valuation, succession planning), Lutz Talent (search, staffing, outsourced HR), Lutz Consulting (business valuation, litigation support, forecasting), and Lutz Tech (outsourced IT, data analytics, digital transformation). The firm serves business owners, executives, HR leaders, and high-net-worth individuals across the Midwest, with industry specializations in agribusiness, construction, healthcare, manufacturing, family offices, and nonprofit sectors. Three Nebraska offices (Omaha headquarters, Lincoln, Grand Island) support a relationship-driven, regional go-to-market.
Lutz firmographics
Firmographics- Name
- Lutz
- Legal name
- Lutz & Company, P.C.
- Website
- https://lutz.us
- Company type
- Private
- Founded year
- 1962
- Operating status
- Operating
- Headcount range
- 101–250 employees
- Short description
- Lutz is a Nebraska-based, locally owned business solutions firm offering integrated accounting, financial planning, M&A advisory, talent, and technology services to business owners, executives, and high-net-worth individuals across the Midwest.
- Ownership category
- akta.pro rank
Lutz industry classification
Industry- Product category
- Professional Services — Accounting, Financial, M&A, Talent, and Technology Advisory
- NAICS
- Management Consulting Services (54161), Professional, Scientific, and Technical Services (54), Computer Systems Design and Related Services (54151)
- SIC
- Investment Advice (6282), Services-Management Consulting Services (8742), Services-Management Services (8741)
- akta.pro primary industry
- Financial Planning–Led RIAs (FSAAACAB)
- akta.pro secondary industries
- Retirement & Distribution Planning RIAs (401(k)/IRA/Pension Rollovers) (FSAAACAE), Corporate Retirement Plan Advisory RIAs (ERISA 401(k)/403(b)) (FSAAACAF)
Keywords
Where Lutz is headquartered
LocationHeadquarters
- HQ city
- Omaha
- HQ country
- United States
- HQ region
- North America
Offices3 records
Markets served
Lutz business model
Business model- GTM type
- B2B
- Offering type
- Services
- Cost components
- Personnel, Operations, Technology or R&D, Marketing or Sales, Infrastructure
Revenue model
- Accounting Services: Traditional professional services billing for accounting, audit & assurance, tax preparation, and outsourced accounting services. Revenue generated through engagement-based fees, hourly billing, or fixed-fee arrangements for ongoing services.
- Financial Services: Fee-based financial planning, investment advisory, and retirement plan services. Revenue model includes ongoing advisory fees and potentially asset-based fees for investment management.
- M&A Advisory: Transaction advisory, sell-side representation, business valuation, and succession planning services. Revenue generated through success fees, fixed advisory retainers, and engagement-based pricing for deal transactions.
- Talent Services: Search & staffing, outsourced HR, and HR consulting services. Revenue generated through placement fees (contingency or retained search) and ongoing consulting retainers.
- Tech Services: Outsourced IT, data analytics, and digital transformation services. Revenue generated through managed services contracts and project-based engagements.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Other | Other | Professional services engagement-based pricing |
Go-to-market motion1 record
Distribution channels4 records
Marketing channels6 records
Lutz product offering
Product offeringCore offering
Lutz is a Nebraska-based, locally owned business solutions firm delivering professional services through five integrated divisions: Accounting (audit & assurance, tax, outsourced accounting, client advisory), Financial (financial planning, investment advisory, retirement plan services), M&A (transaction advisory, business valuation, succession planning), Talent (search & staffing, outsourced HR, HR consulting), and Tech (outsourced IT, data analytics, digital transformation). The firm also operates ThreadWorks, its proprietary secure document management platform, and a Microsoft 365 Copilot AI implementation practice.
Product overview
Lutz is a Nebraska-based business solutions firm offering a comprehensive portfolio of professional services across six integrated divisions: Lutz Accounting (audit, tax, outsourced accounting, client advisory), Lutz Financial (financial planning, investment advisory, retirement plans), Lutz M&A (transaction advisory, business valuation, succession planning), Lutz Talent (search, staffing, outsourced HR), Lutz Consulting (business valuation, litigation support, forecasting), and Lutz Tech (outsourced IT, data analytics, digital transformation). The firm operates their own ThreadWorks secure document management platform for client interactions. The service model combines professional expertise across accounting, finance, technology, and human capital to serve clients throughout the Midwest.
Differentiator
Problem solved
Functional benefit
Brands
- Lutz Tech: Technology services division providing outsourced IT, data analytics, and digital transformation solutions.
- Lutz Accounting
- Lutz Financial
- Lutz M&A
- Lutz Talent
- Lutz Consulting
Products and services
- Lutz Accounting Core accounting services including audit and assurance, client advisory services, outsourced accounting, tax planning, and preparation, delivered to business owners and executives across multiple industries.
- Lutz Financial Financial planning and investment advisory services offering personalized, fee-based solutions for wealth management, retirement planning, and pooled employer 401(k) plans.
- Lutz M&A Mergers and acquisitions advisory services including transaction advisory, sell-side representation, business valuation, and succession/exit planning.
- Lutz Talent Human resources services including executive search and staffing, outsourced HR, HR consulting, and candidate placement services for growing organizations.
- Lutz Tech Technology services division providing outsourced IT, data analytics, and digital transformation services to keep businesses secure, efficient, and data-driven.
- Lutz Consulting Business consulting services including software consulting, forecasting and budgeting, accounting procedures assessment, litigation support, business valuation, and pre-transaction due diligence.
- ThreadWorks Lutz's secure, centralized document management platform that streamlines document exchange between Lutz and clients, improving overall client experience and secure file sharing for accounting and financial services clients.
- Microsoft 365 Copilot AI Implementation Services AI consulting and implementation services for Microsoft 365 Copilot, helping organizations implement AI tools across Outlook, Word, Excel, and Teams for meeting summarization, document drafting, and conversational data analysis.
Quantifiable outcome
- Clients report Lutz anticipates their needs before they know they need them, demonstrating proactive advisory approach.
Companies that use Lutz
Customer profileNamed customers5 records
Segments9 records
Ideal customer profiles5 records
Lutz technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Integration6 records
AI capability5 records
Feature2 records
Lutz partnerships and signals
Strategic signalPartnerships
One partnership is on record.
- McGuire SponselcoreLutz partnered with McGuire Sponsel to help importers review tariff payments, assess entry status, evaluate IEEPA refund opportunities, and develop claim strategies. McGuire Sponsel's Dave McGuire (Shareholder and Co-Founder) co-presented webinars on tariff refund opportunities, combining Lutz's client relationships with McGuire Sponsel's trade and customs expertise.
Scale indicators2 records
Recent moves5 records
Expansion highlights5 records
Lutz competitors and assessment
Company assessmentDirect peers
- Eide Bailly: Top-25 U.S. accounting and advisory firm headquartered in Fargo, ND with strong Midwest regional presence. Offers audit, tax, advisory, technology, and wealth management services — closely matching Lutz's multi-division professional services model and similar scale.
- Wipfli: Large U.S. accounting and consulting firm headquartered in Milwaukee, WI, serving mid-market clients across the Midwest. Provides audit, tax, technology, and advisory services at a similar scale to Lutz with comparable regional concentration.
- CliftonLarsonAllen (CLA): Top-10 U.S. accounting firm with significant Midwest presence, specializing in mid-market businesses, healthcare, agribusiness, and construction. Direct overlap with Lutz's vertical specialization and multi-service professional services model.
- Plante Moran: Major U.S. accounting and business advisory firm with Midwest roots, serving middle-market companies across multiple industries. Comparable in service breadth (audit, tax, consulting, wealth management) and regional concentration.
- FORVIS: Top-10 U.S. accounting firm formed from the merger of BKD and Dixon Hughes Goodman, with extensive Midwest operations. Provides audit, tax, advisory, and technology services to mid-market clients — directly comparable scale and service portfolio to Lutz.
- Rehmann: Michigan-based accounting, advisory, and wealth management firm with Midwest regional concentration. Offers similar multi-line services including tax, audit, consulting, financial advisory, and technology services at a comparable mid-market scale.
- Anders CPAs + Advisors: Midwest-based accounting and advisory firm headquartered in St. Louis, MO. Closely comparable to Lutz in size, service breadth (accounting, tax, advisory, technology, wealth), and focus on privately-held businesses and family offices.
Broad incumbents
- BDO USA: U.S. arm of global BDO accounting network, providing audit, tax, advisory, and technology services to mid-market and large enterprises. Larger and broader scope than Lutz, but competes for many of the same mid-market Midwest clients.
- RSM US: U.S. member of global RSM network, focused on the middle market with audit, tax, and consulting services. Substantially larger than Lutz but directly competing for the same mid-market Midwest client segment.
- KPMG: Big 4 professional services firm with broad audit, tax, and advisory capabilities. Operates at significantly greater scale than Lutz but competes for larger advisory, M&A, and consulting engagements in the same Midwest market.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat5 records
Key risks5 records
Key highlights7 records
Customer concentration
Lutz social profiles
Digital presenceLutz financial estimates
Financial estimateRevenue estimate
Valuation estimate
Lutz leadership team
Management profileNumber of profiles
Profiles8 records
Lutz subsidiaries and ownership
Company hierarchySubsidiaries2 records
Lutz funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Lutz M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Lutz
What does Lutz do?
Lutz is a Nebraska-based, locally owned business solutions firm delivering professional services through five integrated divisions: Accounting (audit & assurance, tax, outsourced accounting, client advisory), Financial (financial planning, investment advisory, retirement plan services), M&A (transaction advisory, business valuation, succession planning), Talent (search & staffing, outsourced HR, HR consulting), and Tech (outsourced IT, data analytics, digital transformation). The firm also operates ThreadWorks, its proprietary secure document management platform, and a Microsoft 365 Copilot AI implementation practice.
Is Lutz a public or private company?
Lutz is a private company. It is classified as founder individual operated bootstrapped and is currently operating.
When was Lutz founded?
Lutz was founded in 1962. It employs 101 to 250 people.
Where is Lutz based?
Lutz is headquartered in Omaha, United States, in the North America region.
How does Lutz make money?
Five revenue lines are on record. Accounting Services are the primary driver. The others are financial Services, M&A Advisory, talent Services and tech Services.
Who are Lutz's main competitors?
Direct peers on record are Eide Bailly, Wipfli, CliftonLarsonAllen (CLA), Plante Moran, FORVIS, Rehmann and Anders CPAs + Advisors. Broad incumbents are BDO USA, RSM US and KPMG.
Does Lutz have an API?
No public API is recorded for Lutz.
What industry is Lutz in?
Lutz's product category is Professional Services — Accounting, Financial, M&A, Talent, and Technology Advisory. Its primary akta.pro industry code is FSAAACAB, Financial Planning–Led RIAs, with a secondary code of FSAAACAE, Retirement & Distribution Planning RIAs (401(k)/IRA/Pension Rollovers). Its NAICS code is 54161 and its SIC code is 6282.