Navigate Major Business Transformations with Confidence
Data-Driven Support for Big Decisions
Aligning finances and operations toward the same goals, businesses can move forward with purpose and precision. Our services provide the structure and insight needed to navigate complexity and achieve sustainable growth.
Through our holistic advisory approach, clients gain the tools, foresight, and support to evolve seamlessly. From entity structuring to performance analysis, every step is guided by data-driven insights and strategic foresight to turn transformation into opportunity.
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Like having a partner for strategic business moves
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Business & Owner Succession & Transition Planning
Navigate leadership transitions smoothly with succession plans that maintain stability during transformation.
Mergers & Acquisitions (M&A) Advisory
Move through complex deals with confidence, ensuring your transformation aligns with long-term goals.
Business & Owner Exit Readiness & Planning
Prepare exits that balance opportunity and continuity during times of significant change.
Business Strategy & Consulting
Adapt strategies that guide organizations through transformation while reducing uncertainty.
Business Valuation Consulting & Reporting
Gain valuations that clarify business worth and inform critical decisions during major transitions.
Entity Formation & Ownership Structuring
Restructure ownership entities to support evolving business models and transformation goals.
KPI Analysis & Performance Advisory
Translate data into actionable insights that guide smarter decisions during transformative periods.
Financial Dashboards & Forecasting
Use forward-looking forecasts to anticipate challenges and seize opportunities during change.
Financial Planning and Analysis
Support transformation with financial evaluations that provide clarity and direction.
Fractional CFO Services
Bring in high-level financial leadership to steer complex transitions without permanent overhead.
Accounting Technology Integration and Automation
Integrate systems that streamline operations and support transformation at every stage.
Financial Process Automation
Automate workflows to create consistency and free resources during times of significant change.
Strategic Tax Planning for Businesses
Align tax strategies with major transitions to minimize liabilities and support transformation goals.
Estate & Gift Tax Planning
Protect wealth through estate planning that adapts to ownership and business transformations.
Specialized Tax Research & Consulting
Resolve complex tax challenges that often emerge during business transformations.
Business Purchases and Sales Analysis
Evaluate purchases and sales with strategies that minimize risk during restructuring or transitions.
Rental Property Purchases and Sales Analysis
Assess real estate transactions to ensure stability during transformative business moves.
State Income Tax Research and Planning
Navigate multi-state challenges with planning that keeps transitions compliant and smooth.
DCAA Readiness Assessments
Prepare systems and reporting for transformation in government-focused businesses with compliance readiness.
Capture Strategy & Proposal Consulting
Secure growth opportunities during transitions with proposals designed for competitive success.
Why HeimLantz
Uncertainty becomes opportunity with expert insight
Competitive Advantage
Leverage change as a growth opportunity with advice customized for your situation.
Business Readiness
Build resilience for whatever comes next through proactive planning and financial structuring.
Seamless Transition
Navigate ownership change, merger, or exit to protect value and minimize disruption.
No More Guesswork
Data-driven insights that bring structure and certainty to complex transitions.
What Clients Say
Elmfield Institute
"The team at HeimLantz is just amazing. We partnered with the firm after many years with the same firm and have been very pleased with the expertise and guidance they have provided. They have a willingness to explore and be creative in the advice and planning they provide. They are not just a CPA but have been a valued counselor that has helped our company look at what is not just important today but what will be important in the future. From the minute you walk in the door, you’ve entered a center of excellence."
GOVERNMENT CONTRACTOR
Aptive Resources, LLC
"The team at HeimLantz is extremely knowledgeable and always willing to help with any of our tax planning and financial service needs. They have gone above and beyond time and again to help our company achieve our financial goals. They are friendly and approachable and always willing to answer any question we might have. I would absolutely recommend them to any company looking for a strong, top-notch accounting firm."
REAL ESTATE
Celedon Partners, LLC
"HeimLantz is the right partner for us because of their flat fee engagement model. Our team can get clarifications and advice without additional fees, which gives an added level of trust to our relationship. They go above and beyond to provide us with the information and recommendations we need. We would recommend them to anyone looking for a great accounting firm."
CONSTRUCTION
IMER Group
"HeimLantz’s service has undoubtedly played a pivotal role in our overall success. Their expertise and dedication have significantly contributed to our achievement of goals. I must mention that Josh and Drew are outstanding members of their team. Their exceptional skills and unwavering dedication make them the best in the business. We are delighted with HeimLantz’s services and highly recommend them to anyone seeking top-notch audit assistance."
Aviation Systems Engineering Company
"Our business and HeimLantz have grown together over the last 15 years. The team has been an integral part of our company and its continued growth over the years. We have relied on their expertise and financial advice, as well as their business savvy to grow from a three-person company to one with over 250 employees. I would highly recommend them to anyone looking for a strong accounting partner that will be there to help grow and continue to help their company succeed."
Lee & Sylvia Marston
"Amy Smith has been and is an extremely helpful person for us. She has gone out of her way to do what we need."
Eagle Title
"The entire team at HeimLantz is geared towards creating solutions for their clients. They were instrumental in creating alignment for our company and ensuring our entire team is operating efficiently. Zack is an exceptional communicator and is terrific at giving you the tools to facilitate the growth of your organization."
FAQs
How do you help businesses prepare for major transitions?
We provide strategic planning, financial modeling, and operational guidance to ensure your business is ready for change whether scaling, selling, or restructuring.
What is included in your strategic tax planning service?
Our strategic tax planning services identify opportunities to reduce tax liability, improve cash flow, and align your tax strategy with your overall business objectives.
What is KPI analysis?
Key Performance Index (KPI) analysis helps identify performance gaps, track progress toward strategic goals, and uncover opportunities for operational improvement, enabling smarter, data-backed decisions.
How can you support a business experiencing rapid growth or expansion?
We help growing businesses manage complexity, optimize resources, and implement scalable systems that support sustainable expansion.
How do your services reduce risk during business change?
We identify potential pitfalls early through in-depth analysis and scenario planning, allowing you to make informed decisions and avoid costly missteps.
What role does financial technology play in your transformation services?
We integrate advanced financial tools and automation to streamline operations, improve visibility, and support smarter, faster decision-making.
How do you ensure alignment between financial and operational goals?
We work closely with leadership teams to connect financial planning with day-to-day operations, ensuring every initiative supports your broader business objectives.
Do you offer support for leadership transitions or ownership changes?
Absolutely. We guide you through leadership handovers, equity restructuring, and succession planning to ensure continuity and protect business value.
What kind of businesses benefit most from your services?
Our services are ideal for privately held companies, family-owned businesses, and growing enterprises facing complex decisions or preparing for significant change.
How do you help businesses stay agile in uncertain markets?
We provide real-time insights, flexible strategies, and proactive planning that allow you to pivot quickly and stay competitive in evolving conditions.
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In the Business of Helping Business
We are strategic partners well-versed in achieving success for companies and individuals through forward-thinking strategy, objective analysis, regulatory expertise, professional commitment, and a track record for success.