Executive Team Coaching

What business issues keep you up at night? Do you have a team of advisors devoted to providing insight and innovative solutions to your most pressing challenges? Here at HeimLantz we offer an innovative service to help guide you to reaching your business goals.

What we do is simple, but not easy. We aim to:

  • Initiate culture
  • Create strategy that differentiates from the competition
  • Hire people who are aligned with your company’s strategy and want to make business happen
  • Create a One Page Strategic Plan and execute it on a consistent basis
  • Create cash flow and efficiencies to fuel the growth of your company

Our Gravitas Impact certified coaches will guide you through a proven, practical and action oriented business growth method used by 4000 companies worldwide. We have over 11 years in the service of business planning, as well as executive coaching. The culmination of your coaching will be the creation of a One-Page Strategic and Execution Plan.



Meet your team:

Carter Heim, CPA, MST, CFF is the CEO of HeimLantz and brings his clients over 30 years of experience serving businesses, owners, and organizations. He is a certified Gazelles International executive coach and an active leader not only in the accounting profession, but also in his local community. He is heavily credentialed by the American Institute of Certified Public Accountants (AICPA), having been awarded by the organization a Certificate of Educational Achievement in Business Valuations, the Certified in Financial Forensics designation, and the Chartered Global Management Accountant credential.

Zack Greene, CPA, has been with the firm for more than ten years and currently facilitates outsourced CFO services for clients. His specialty is creating meaningful, data-driven solutions to achieve financial success for each of his clients. Additionally, Zack leads the firm’s talent development program. He is a member of the American Institute of Certified Public Accountants (AICPA) and the Maryland Association of CPAs (MACPA).

Bob Shannon has spent over 25 years in the Financial Services world, from working on Wall Street as a high-performing salesperson to leading a Bank Holding Company as the Executive Vice President. His expertise is in aiding companies that are stuck in a low-growth pattern to break free from it and achieve consistent positive growth. He coached over 100 serviced based companies over the last ten years ranging in revenue from $2.5MM to $100MM+.

For more information, please contact:

Try the 7 Attributes of Agile Growth© Assessment, a tool to help you assess your growth trajectory.

The 7 Attributes of Agile Growth© Assessment focuses on these key elements: Leadership, Talent, Strategy, Execution, Profit, Customer & Systems. Invest 15 minutes to complete the assessment and gain insights into your organization’s strengths and growth opportunities.