Financial leadership Lutz has recently appointed a new Chief Financial Officer, Jen Egan, signaling a formal focus on strengthening financial operations, strategy, and reporting. This presents an opportunity to offer advanced financial analytics, benchmarking, ERP optimization, and M&A finance integration services to support the new leadership’s priorities.

Growth hiring Multiple recent promotions and new hires in the Nebraska office, including data analytics management, indicate ongoing expansion and demand for scalable talent solutions, training programs, and tech-enabled HR services to attract, upskill, and retain top talent.

Tech-forward Lutz emphasizes a tech-forward culture with a diversified tech stack and a dedicated Tech division. This creates opportunities to offer data analytics enablement, AI-assisted accounting workflows, CRM automation, cybersecurity consulting, and cloud optimization services to enhance client delivery and internal operations.

Public growth Recognized as a Top 100 IPA firm and Nebraska’s largest locally owned business solutions firm, Lutz is positioned to scale services in Financial, M&A, Talent, and Tech. This suggests cross-sell potential to existing clients and expansion into new service lines for mid-market clients seeking integrated solutions.

Data-driven services Recent hires in data analytics and the emphasis on helping clients use their data effectively point to a market opportunity for advanced analytics, dashboards, and performance benchmarking services tailored to accounting and advisory clients, including KPI development and financial forecasting offerings.