80% of your net worth

is tied directly to your business.

How confident are you that its value is the most it can be? Here at Heritage Business Advisors, we focus on growing the benchmark value of your business so that it can become a valuable asset that could be sold for a profit to fund your retirement or to finance your next business venture.

If you are like most small business owners

Gone are the days when your Certified Financial Planner can get away with making you feel like just another number. You are so much more than pie charts and reports. We get that. You are an individual, a business owner, and/or a retiree who deserves personal, one-on-one retirement planning, financial planning, or comprehensive wealth management from a fiduciary whose only focus is you!

SPEAK WITH ONE OF OUR BUSINESS ADVISORS

If you are like most small business owners

is tied directly to your business.

80% of your net worth

SPEAK WITH ONE OF OUR BUSINESS ADVISORS

Heritage Business Advisors Helps You Take Control of All Areas of Your Business

Business Value
Growth

Exit Planning Services

Business Strategy

Strategic Planning

Employer Sponsored
Retirement Plans

Risk Management

As a business owner, your net worth isn’t tied only to your investments and the money you take home. The sellable value of your business is also an asset that must be included in your overall wealth. At Heritage Business Advisors, we understand this and take long-term actions to get the maximum value growth from your business. Our goal is to double your net worth every 3-5 years.

More than this, the team of experts at Heritage Business Advisors provides comprehensive strategic planning and business strategy services, all while managing your company’s risks. Our team has been through planning and implementation countless times and is well-equipped to guide you and your team through the entire process.

In addition, we can help prepare you and your team for the next stage in life with our employer-sponsored retirement planning and exit planning services. Stay up to date with all of Heritage Business Advisors’ news and services by subscribing to our newsletter!

Serving You with These Certifications, Memberships, Awards, and Training:

Exit Planning Institute Leader of the Year

Trustworthy Strategies for All Stages of Your Business…

Value Growth

Your single biggest asset is your business. You’ve worked hard to increase profitability, sales margins, and return on investment. Although each of these things are good practices, they won’t have the impact you might expect them to have on your company’s sellable value. Heritage Business Advisors understands how to grow the sellable value of a business because we’ve done it several times over with our own businesses and with our client’s.

Whether you’re new to the world of business ownership or a seasoned veteran, Heritage Business Advisors’ business value growth services can help make your company more attractive to potential buyers.

Exit Planning

Statistically speaking, 80% of an independent business owner’s net worth is tied to their business. With that in mind, have you maximized the potential value of your business when you decide to make your exit? The truth is, many business owners haven’t properly planned or prepared for their exit and leave a small fortune on the table. Heritage Business Advisors have been through the exit planning process many times, in our own businesses and in our clients’. From maximizing the value of your business and growing your personal wealth, to planning for life after your business, Heritage has the experience to help you toward your exit planning goals.

Learn more about how our Certified Exit Planning Advisors™ can help to prepare you and your business for your exit.

Strategic Planning

Your business is precious to you. You’ve poured your life into making it what it is today. However, you understand that in order to stay ahead of the competition, you need to constantly improve and update various aspects of your business. Strategic planning is the way to bridge the gap between where you are and where you want to be. The team at Heritage Business Advisors have owned businesses and understand the strategic planning process well.

Let the professionals guide you and your team through the entire strategic planning process from vision to action, and begin taking your business further.

Holistic Long-Term Financial Strategies Designed for You… the Business Owner

Understanding that your business is potentially your biggest asset is a game-changer for your long-term financial future.

Here at Heritage Business Advisors, we build financial plans using the traditional avenues of portfolio and investment management, but we also integrate the sellable value of your business. We walk alongside you, advising and coaching in the eight key areas that business brokers find the most valuable to buyers.

We do this so that when the day arrives for you to make your exit, both your personal assets and the business value align as closely as possible to your retirement goals.

LEARN HOW WE MAKE IT HAPPEN

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