Understand the True Value of Your Business
Turn a Valuation into a Long-Term Business Advantage
Reliable business valuations serve as the foundation for every critical move from succession and tax planning to mergers and acquisitions. Combined with advisory services, they ensure that each decision is backed by a deep understanding of value, enabling leaders to act with purpose, precision, and long-term vision.
In a constantly shifting business landscape, knowing what a business is truly worth provides a stable anchor for decision-making and planning. When integrated into every advisory touchpoint, it becomes a tool for building, not just measuring value.
Our Services
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Valuations are a gateway to smarter business moves
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Business & Owner Succession & Transition Planning
Ensure succession plans that reflect and protect your business’s true value.
Mergers & Acquisitions (M&A) Advisory
Leverage M&A opportunities with valuations that strengthen negotiation power.
Estate & Gift Valuation Consulting
Assess estate and gift values with clarity to secure long-term wealth.
Business & Owner Exit Readiness & Planning
Prepare exits with accurate valuations that maximize outcomes.
Business Strategy & Consulting
Develop strategies rooted in a true understanding of your business’s worth.
Entity Formation & Ownership Structuring
Form entities with structures that preserve and enhance business value.
Business Valuation Consulting & Reporting
Gain precise valuations that guide negotiations, deals, and future growth.
KPI Analysis & Performance Advisory
Translate KPIs into actionable insights that reinforce business valuation strategies.
Financial Dashboards & Forecasting
Forecast finances with valuations that inform growth and investment decisions.
Strategic Tax Planning for Businesses
Plan taxes with strategies aligned to accurate valuations.
Estate & Gift Tax Planning
Protect family wealth with estate planning that reflects business value.
Specialized Tax Research & Consulting
Business Purchases and Sales Analysis
Support purchase and sale decisions with strategies based on clear valuations.
Real Property Purchases and Sales Analysis
Evaluate property transactions with valuations that protect long-term value.
Capture Strategy & Proposal Consulting
Craft proposals that highlight your business’s true value to win contracts.
Why HeimLantz
Build, plan, and negotiate from a position of strength
Negotiating Leverage
Enter every deal with a defensible value that strengthens your position with buyers, investors, or partners.
Enterprise Value
Strengthen your market position by identifying and enhancing key value drivers.
Informed Action
Make every move count by basing it on real-time, valuation-informed intelligence.
Strategic Anchor
Use valuation as a steady reference point to align planning across departments and timelines.
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 is leveraging business valuations important for long-term success?
Business valuations provide a reliable foundation for strategic planning, helping business owners make informed decisions that align with financial goals, reduce risk, and support sustainable growth across all stages of the business lifecycle.
How do business valuations support better decision-making?
Valuations grounded in real-time financial and operational data give leaders the clarity to act decisively—whether launching new initiatives, restructuring, or preparing for a transition—ensuring every move is backed by measurable insight.
What role do valuations play in business growth and transition planning?
Valuations help identify key value drivers and potential risks, enabling businesses to enhance enterprise value, prepare for ownership changes, and execute succession or exit strategies with confidence and precision.
How can business valuations improve negotiation outcomes?
A defensible, well-supported valuation strengthens your position in negotiations with buyers, investors, or partners by providing objective data that justifies pricing, terms, and deal structure.
How can valuation insight improve operational efficiency?
By identifying underperforming areas and highlighting value-driving activities, valuations help streamline operations and allocate resources more effectively.
How does valuation-led advisory reduce business risk?
Valuation insight uncovers financial blind spots and operational vulnerabilities, allowing you to address them proactively before they impact profitability or strategic outcomes.
How do valuations help align ownership and leadership goals?
Valuations provide a shared understanding of business worth, helping owners and executives align on priorities, succession plans, and future direction.
How do valuations contribute to better capital planning?
With a clear picture of business value, leaders can make smarter decisions about reinvestment, debt management, and funding growth initiatives.
What is the ROI of valuation-integrated advisory services?
Businesses that leverage valuations across strategic functions often see improved performance, stronger negotiation outcomes, and increased enterprise value over time.
What are the risks of making decisions without business valuations?
Without reliable valuation data, businesses risk overpaying, underselling, misallocating resources, or missing key opportunities for growth and efficiency.
How do valuations support better capital allocation?
By understanding which areas of the business generate the most value, leaders can invest more strategically and avoid wasteful spending.
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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.