Zach Koester
Senior Financial Analyst at Lutz M&A
- Role
- Senior Financial Analyst at Lutz
- Location
- Omaha, NE, US
- LinkedIn followers
- 500 followers
About Zach Koester
I am a Senior Financial Analyst in the Mergers and Acquisitions division at Lutz. I specialize in conducting business valuations for gift and estate tax planning, litigation support, marital dissolution matters, mergers and acquisitions, and corporate planning. In addition to valuation, I provide financial modeling, business consulting, and sell-side advisory services.I earned a Bachelor of Science in Business Administration from the University of Nebraska Omaha, with majors in Business Finance, Banking and Financial Markets, and Portfolio Management, along with a minor in Accounting. I was awarded the Certified Valuation Analyst (CVA) certification by NACVA in January 2023.
Experience
Senior Financial Analyst
Jun 2023 — Present · Omaha, NE, US
Education
University of Nebraska at Omaha
Bachelor of Business Administration - BBA, Finance, General
2017 — 2021
University of Nebraska at Omaha
Bachelor of Business Administration - BBA, Accounting
2017 — 2021
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