Where Successful Ideas Come From

We offer a full spectrum of business valuation services, including valuations for estate and gift tax planning, mergers and acquisitions, shareholder disputes, buy-sell agreements, financial reporting, and strategic planning. Each valuation is tailored to its purpose-whether you’re preparing for a transaction, resolving a legal matter, or planning for the future-ensuring accuracy, compliance, and actionable insights.

A calculation of value provides an estimated value based on limited procedures and agreed-upon assumptions, typically used for internal planning or preliminary discussions. An opinion of value is a comprehensive, fully substantiated report that adheres to professional valuation standards and is suitable for legal, tax, or regulatory purposes. We help you choose the right approach based on your goals and compliance needs.

We recommend updating your business valuation every 12 to 36 months, or whenever there’s a significant change such as revenue growth, ownership shifts, or market disruptions. Regular valuations support proactive decision-making, estate planning, and risk management, ensuring you are always working with current, defensible data.

Our valuations are built on rigorous methodologies, industry benchmarks, and compliance with recognized standards such as USPAP and AICPA guidelines. We document every assumption and provide detailed support for our conclusions, making our reports defensible in IRS audits, court proceedings, and high-stakes negotiations.

We identify key value drivers, such as recurring revenue, operational efficiency, and leadership depth, and help you strengthen them. Through strategic consulting, financial analysis, and succession planning, we position your business to command a higher valuation and attract the right buyers or successors.

The best time to start is 3 to 5 years before your anticipated transition. Early planning allows you to optimize business value, address operational gaps, and align personal financial goals. Our exit readiness services help you build a roadmap that supports a successful transition, whether you are selling, passing the business to family, or stepping back gradually.

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.

We work with owners to delegate responsibilities, develop leadership teams, and implement systems that support autonomy. Our approach ensures the business remains stable and valuable, even as you step back, by building a structure that does not rely solely on the founder.

Absolutely. We specialize in internal succession strategies, including family business transitions and management buyouts. We help structure the transfer, manage tax implications, and facilitate open communication to preserve relationships and business continuity.

Confidentiality is at the core of our advisory process. We work discreetly with owners to develop transition strategies behind the scenes, ensuring sensitive information is protected while laying the groundwork for a smooth and secure handoff.

We represent both buyers and sellers, depending on the engagement. Our role is to advocate for our client’s best interests – whether that means maximizing value for a seller or conducting thorough due diligence for a buyer. We maintain transparency and integrity throughout the process.

We help you get “deal ready” by identifying value gaps, cleaning up financials, and addressing operational risks. Our team also assists with valuation, buyer profiling, and strategic positioning to ensure your business is attractive and well-prepared for the market.

Our due diligence support uncovers financial, operational, and compliance risks that could impact deal terms. We also highlight value-enhancing opportunities, such as untapped revenue streams or cost efficiencies, to strengthen your negotiating position and protect your interests.

We understand the unique compliance, contracting, and regulatory challenges faced by government contractors and regulated businesses. Our team brings specialized expertise in FAR compliance, contract novation, and industry-specific valuation methods to ensure a smooth and compliant transaction.

Yes. We collaborate seamlessly with your existing advisors to build a unified strategy that aligns legal, tax, financial, and operational goals. Our integrated approach ensures nothing falls through the cracks and that every aspect of your transition or growth plan is optimized.

We work with privately held small to medium businesses across a wide range of industries, from startups to established companies preparing for growth or transition.

Our services are designed to help you make informed decisions, protect your assets, plan for the future, and unlock new opportunities.

We combine deep financial expertise with strategic insight, offering a holistic approach to support your long-term vision and goals.

The sooner the better, even at startup but ideally several years in advance. Early planning gives you more options, better outcomes, and a smoother transition when the time comes.

Absolutely. We guide you through entity selection, ownership structuring, and strategic planning to ensure your business is built on a strong foundation.

Not at all. We support businesses at every stage, from formation and growth to succession and transition.

Business succession planning is the strategic process of preparing for the transfer of leadership or ownership of a company. Our firm helps owners develop forward-looking succession strategies that align with personal goals, tax implications, and long-term business sustainability.

For privately held businesses, business succession planning ensures continuity, preserves company value, and minimizes disruption during transitions.

Mergers and acquisitions (M&A) advisory services provide expert guidance through every phase of a transaction – from valuation and due diligence to negotiation and closing. Our advisors help clients identify value drivers, mitigate risks, and structure deals that align with strategic goals, ensuring a smoother process and stronger financial outcomes.

A business valuation determines the fair market value of a company for purposes like selling, litigation, or strategic planning. An estate valuation, on the other hand, assesses the value of business interests for estate tax reporting, gifting, or wealth transfer. Our valuation experts provide defensible, IRS-compliant reports tailored to your specific needs.

Choosing the right legal entity, such as an LLC, S-Corp, or partnership, can significantly affect your tax obligations, personal liability, and operational flexibility. Our advisory team evaluates your business goals and risk profile to recommend the optimal structure that supports growth, minimizes tax exposure, and protects your assets.

A comprehensive transition plan includes: succession strategy (internal or external), business valuation and financial readiness, tax planning and legal structuring, owner and stakeholder alignment, and timeline and contingency planning. Our team guides you through each step to ensure a smooth and profitable transition.

Strategic consulting helps businesses identify growth opportunities, streamline operations, and adapt to market changes. Our consultants work closely with owners to develop actionable plans that increase enterprise value, improve profitability, and position the business for long-term success.

Businesses should be revalued every 1-3 years, or when major events occur, such as ownership changes, mergers, litigation, or estate planning. Regular valuations provide clarity for decision-making and ensure you’re prepared for opportunities or challenges that arise.