Drive Expansion with Strategic Insights
Visionary Growth Through Expert Guidance
HeimLantz empowers clients to align every decision with their long-term goals. The result? Smarter, more resilient organizations built to grow.
More than just support, our services deliver a roadmap for expansion grounded in deep analysis and foresight. An integrated suite of services equips business leaders with the tools and insights needed to navigate complexity, uncover hidden potential, and fuel expansion.
Expand All
A clearer forward-thinking path to business growth
Expand All
Business & Owner Succession & Transition Planning
Prepare your business for seamless transitions that sustain momentum and open the door to future expansion.
Mergers & Acquisitions (M&A) Advisory
Expand into new markets or accelerate growth with expert M&A strategies that minimize risk and maximize opportunity.
Business & Owner Exit Readiness & Planning
Plan exits that create growth opportunities for successors while preserving the business you’ve built.
Business Strategy & Consulting
Scale your business with strategies that uncover opportunities, streamline risks, and drive expansion.
Entity Formation & Ownership Structuring
Build scalable foundations with entity structures designed to support growth and expansion.
Business Valuation Consulting & Reporting
Understand your business’s value to strengthen expansion opportunities and secure capital.
KPI Analysis & Performance Advisory
Turn performance metrics into insights that sharpen strategy and accelerate expansion.
Financial Dashboards & Forecasting
Use forward-looking insights to guide investments, plan for expansion, and capitalize on growth opportunities.
Financial Planning and Analysis
Equip decision-makers with evaluations that support smart expansion strategies and future readiness.
Payroll & 401(k) Benefit Integration
Streamline payroll and benefits to support workforce growth during rapid expansion phases.
Fractional CFO Services
Gain access to strategic financial leadership that helps guide your expansion without full-time costs.
Strategic Tax Planning for Businesses
Leverage proactive tax planning to protect resources and reinvest in expansion opportunities.
Specialized Tax Research & Consulting
Navigate complex tax scenarios with insights that clear the path for confident expansion.
Business Purchases and Sales Analysis
Evaluate deals with strategies that maximize the potential of expansion while minimizing risk.
Real Property Purchases and Sales Analysis
Make real estate decisions that expand your business footprint with confidence.
State Income Tax Research and Planning
Support multi-state expansion with tax strategies that mitigate risks and fuel growth.
Employee vs. Independent Contractor Classification
Clarify workforce classifications to scale responsibly and maintain compliance during growth.
Team Leadership Coaching
Prepare leaders to inspire teams and manage effectively during phases of rapid expansion.
One-on-One Executive Coaching
Strengthen executive decision-making to lead confidently through expansion opportunities.
DCAA Readiness Assessments
Prepare for growth in government markets with compliance assessments that open new doors.
Capture Strategy & Proposal Consulting
Expand your reach with proposals and strategies that win contracts and drive growth.
Why HeimLantz
See the big picture and act with precision
Lasting Value
Strengthen your foundation and maximize enterprise value with planning and execution.
Transactional Effectiveness
Whether buying, selling, or restructuring, our advisory services ensure every decision drives value.
Intentional Growth
Empower your leadership and operations with the tools and insights to scale effectively.
Objective Strategy
Make informed decisions with a clear view of your financials, operations, and opportunities.
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
Why do I need business succession planning?
We specialize in business and owner succession planning that ensures a smooth leadership or ownership transition. Our forward-looking strategies help you prepare for retirement, sale, or internal succession while preserving business value and continuity.
Why do I need business succession planning?
We specialize in business and owner succession planning that ensures a smooth leadership or ownership transition. Our forward-looking strategies help you prepare for retirement, sale, or internal succession while preserving business value and continuity.
What is M&A advisory?
Mergers and Acquisitions (M&A) advisory involves expert guidance through the buying, selling, or merging of businesses. We help clients navigate deal strategy, valuation, due diligence, and closing to maximize value and minimize risk.
What is the benefit of hiring a fractional CFO?
A fractional CFO provides high-level financial leadership without the cost of a full-time executive. We offer strategic insights, financial planning, and performance analysis to help you make informed decisions and scale effectively.
What makes your tax planning services strategic?
Our strategic tax planning goes beyond compliance. We identify opportunities to reduce tax liability, optimize operations, and align your tax strategy with your business goals—locally and across state lines.
What industries benefit most from your advisory services?
Advisory services from HeimLantz are especially valuable to government contractors, real estate investors and developers, construction companies, professional services firms, family-owned businesses, and high-net-worth business owners, who benefit from integrated expertise in tax planning, business valuation, M&A advisory, outsourced CFO services, wealth management, and succession planning to drive growth and long-term financial success.
What is the difference between business consulting and financial advisory services?
Business consulting focuses on strategy, operations, and growth, while financial advisory services deal with budgeting, forecasting, tax planning, and financial health. Our firm integrates both to deliver holistic, results-driven solutions.
What is included in your strategic tax planning services?
Our strategic tax planning goes beyond compliance to proactively position clients for long-term success through services such as these:
- Comprehensive Tax Projections – multi-year cash flow and tax modeling to anticipate liabilities and opportunities
- Entity Structuring & Optimization – guidance on the best business structures (LLC, S-Corp, partnership, C-Corp, holding company) to minimize taxes and support growth
- Transaction Planning – strategies for mergers, acquisitions, sales, and reorganizations, including Section 1202, 1031 exchanges, and other advanced provisions
- Estate & Succession Integration – aligning ownership transfers, estate strategies, and business succession with tax efficiency
- Retirement & Benefit Planning – tax-advantaged savings, retirement plan design, and executive compensation strategies
- Credits & Incentives – identifying and capturing R&D, energy-efficiency, and other available tax credits
- Wealth Management Coordination – integrating personal financial planning with business strategies to maximize after-tax wealth
- Ongoing Advisory – continuous monitoring of tax law changes and proactive recommendations to keep you ahead
What is exit readiness and why is it important?
Exit readiness ensures your business is financially, operationally, and emotionally prepared for a transition. Whether you’re selling, merging, or retiring, we help you plan for a smooth and profitable exit.
Can you help with government contract proposals?
Yes. Our capture strategy and proposal consulting services help businesses identify opportunities, craft compelling proposals, and improve win rates for government contracts.
How do you determine the value of a business?
We use industry-standard valuation methods such as income, market, and asset-based approaches. Our valuations are tailored to your purpose, whether a sale, litigation, tax planning, or strategic growth.
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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.