Valuation Clarity for Transactions & Planning
Get precise, independent advice, analysis, and reporting that supports critical business decisions and ensures confidence in important transactions or strategic plans.
Trusted Valuations for Critical Business Moves
Our expert advisory services are designed to clarify business value for common business transactions such as restructuring and new owner investment. Clear business valuations also support strategic transitions, from succession planning and reorganization to M&A and estate planning scenarios.
You might also need a business valuation not only for updating buy/sell agreements, supporting Employee Stock Ownership Plan (ESOP) transactions, or allocating intangible assets, but also to inform tax planning strategies, evaluate growth initiatives, structure succession or transition plans, or align operational improvements with long term value creation. Whatever the purpose, our valuations are trusted, unbiased, and built to drive clear decisions and lasting results.
HeimLantz Business Valuation Services
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Clarity for business evolution and estate strategy
As a trusted partner, HeimLantz helps business owners and families navigate pivotal financial decisions with strategic insight and technical precision.
Business Valuation Leader
Meet Daniel T. Russell
CPA, ABV, CFF, CVA, MSA
As a firm partner, accounting professional, and former adjunct professor, Daniel serves his clients through an intricate, well-rounded knowledge of business.
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Business & Owner Succession & Transition Planning
Create forward-looking plans that make stepping back or stepping aside a seamless process as you proactively plan for what is next.
Business & Owner Exit Readiness & Planning
Align your financial goals, operational needs, business exit, and personal vision to create a successful business exit today or years into the future.
Mergers & Acquisitions (M&A) Advisory
From deal strategy to closing, navigate the complexities of buying, selling, or merging with expert advice that protects value and drives results.
Estate & Gift Tax Planning
Preserve your legacy with purpose and planning to transfer your wealth with strategies that reflect your values and protect future generations.
Business Valuation Leader
Meet Daniel T. Russell
CPA, ABV, CFF, CVA, MSA
As a firm partner, accounting professional, and former adjunct professor, Daniel serves his clients through an intricate, well-rounded knowledge of business.
Why HeimLantz
Drive strategic foresight with unambiguous valuations
Business Value Clarity
Receive an objective, accurate, defensible value for your business to support informed planning, risk management, and negotiations.
Regulatory & Legal Preparedness
Ensure valuation compliance and accuracy for IRS filings, gift and estate tax matters, and owner transitions.
Estate & Wealth Preservation
Optimize estate planning strategies, minimize
tax exposure, and protect generational wealth
through strategic valuations.
Better Exit Outcomes
Support successful leadership transitions and ownership changes with clear, reliable valuation guidance and optimal profit strategy.
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."
Business Valuation Services FAQs
What types of business valuation services do you offer and how are they used?
HeimLantz offers comprehensive business valuation services for a wide range of purposes, including mergers and acquisitions, buy/sell agreements, succession planning, shareholder disputes, ESOP transactions, divorce proceedings, and estate and gift tax planning. Our valuations are used to support strategic decision-making, ensure tax compliance, resolve legal matters, and guide ownership transitions. Each valuation is tailored to the client’s specific goals and regulatory requirements, ensuring accuracy and defensibility.
What is the difference between a calculation of value and an opinion of value report?
A calculation of value is a limited-scope engagement where we apply agreed-upon valuation methods to arrive at a value estimate. It is often used for internal planning or preliminary discussions. An opinion of value, on the other hand, is a full-scope valuation engagement that includes a detailed analysis of the business, industry, and economic conditions. It results in a formal, defensible report suitable for legal, tax, or regulatory purposes.
How often should I update my business valuation for strategic planning or estate purposes?
We recommend updating your business valuation every 1 to 3 years, or whenever there is a significant change in ownership, market conditions, or business performance. Regular updates ensure your estate plan reflects current value, and they provide critical insights for strategic planning, succession, or potential sale opportunities.
How do you ensure your valuation is defensible in legal, tax, or transaction settings?
HeimLantz adheres to the AICPA’s SSVS No. 1 and other recognized valuation standards. Our credentialed professionals use well-supported methodologies, industry benchmarks, and detailed documentation to produce valuations that withstand scrutiny from courts, the IRS, and transaction partners. We also provide expert witness support when needed.
How can HeimLantz help us increase the value of our business before a sale or ownership transition?
We identify value drivers and operational inefficiencies through financial analysis, benchmarking, and strategic planning. Our team helps you improve profitability, reduce risk, and strengthen systems to make the business more attractive to buyers or successors. We also guide you in aligning your business structure and tax strategy with your exit goals.
What is the ideal timeline to start planning for a business succession or ownership transition?
Succession planning should begin 3 to 5 years before a planned transition. This allows time to groom successors, optimize business value, and align personal and financial goals. Early planning increases flexibility and reduces risk.
What is included in your exit readiness assessment?
The Exit Readiness process at HeimLantz helps owners build transferable value and reduce personal dependence on the business, ensuring it is positioned to attract buyers and maximize after‑tax results. Through our advisory approach, we clarify exit options, define the minimum proceeds needed to exit without regret, and align business value with your long‑term personal and financial goals.
How do you help owners transition out of day-to-day operations while protecting business continuity?
We help owners delegate responsibilities, develop leadership teams, and implement governance structures. Our approach ensures continuity by aligning operational systems with long-term goals and preparing successors to lead effectively.
Can you advise on internal transitions, such as passing the business to a family member or key employee?
Yes. We specialize in internal succession strategies, including family transfers, management buyouts, and employee ownership plans. We help structure the transition to minimize tax impact, preserve relationships, and ensure business continuity.
How do you handle confidential succession planning in owner-led organizations?
Confidentiality is paramount. We work discreetly with owners to develop succession strategies, conduct valuations, and assess readiness, often before involving other stakeholders. Our phased approach ensures sensitive information is protected while planning progresses.
Do you represent buyers, sellers, or both in M&A transactions?
HeimLantz advises buyers or sellers. We tailor our services to the relative side of the transaction, offering valuation, due diligence, deal structuring, and post-transaction integration support. Our goal is to protect value and ensure a smooth process.
What role do you play in preparing our business for acquisition or merger?
We assess the readiness of your business, identify value enhancement opportunities, and help you build a compelling narrative for potential buyers. Our team also supports financial cleanup, documentation, and coordination with legal and tax advisors.
How do you help us identify risks and maximize deal value during due diligence?
We conduct thorough financial and operational due diligence to uncover hidden risks, validate earnings, and assess working capital needs. Our insights help you negotiate better terms and avoid post-deal surprises.
How does your M&A support differ for government contractors or regulated entities?
We understand the unique compliance, pricing, and audit requirements of government contractors. Our team ensures that due diligence, valuation, and deal structuring account for FAR, CAS, and other regulatory frameworks to protect value and avoid pitfalls.
Can you coordinate with our legal, tax, and investment advisors to create an integrated transition or growth plan?
Absolutely. We collaborate closely with your advisory team to align legal structures, tax strategies, and investment goals. Our integrated approach ensures a seamless transition and maximizes long-term value.
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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.
Locally Invested