Why You Need A Seasoned Business Strategist with Financial Expertise

Statistically speaking, business owners have 80% of their net worth tied up in their businesses. Instead of investing the majority of their money into stocks, bonds, and mutual funds, the average business owner invests most, if not all, of their money directly into their business. The problem with such a strategy is that only about 20% of businesses actually sell, and only about 3% of businesses sell for what the owners feel they are worth. That means eight out of ten business owners could lose 80% of their net worth upon retirement, which is why many people do not retire. Therefore, you need more help than the average financial planner can offer.

So, yes, you need a business strategist who can help you manage, operate, and grow the value of your largest asset – your business. You need someone who can identify untapped capital in your company, and help you realize a profit from it when you decide to retire and/or sell your company. You need a strategist who can help you with exit planning, strategic planning, and value growth.

Business isn’t just about the investment you’ve put into it. It’s about monitoring and adapting to increasing competition, market volatility, legal changes, employee demands, taxes, and other business “setbacks.” It’s about managing inventory, team members, and marketing, and it’s even about meeting personal, employee, and customer expectations.

Getting all those areas under control is a monumental task. However, with Heritage Business Advisors by your side, you don’t have to learn the strategies and implement them on your own. We are here to guide you. We are here for your success!

Years of Experience in Business Strategy and Value Growth Drives Toward Your Goals

As business owners ourselves, the team at Heritage Business Advisors has a passion for helping fellow small business owners. We have utilized our talents to break complex financial concepts down into financially simple terms that anyone can understand. Countless hours of formal training—earning Master of Business Administration (MBA), Certified Exit Planning Advisor (CEPA^®), and Certified Business Value Growth Advisor (CVGA^®) designations—have been coupled with years of experience working with clients. Our team has decades of wealth, planning, and business ownership experience. We have been or are still business owners so we know the challenges you are facing and understand why you do what you do. Through this vast and varied experience, our team can become the business consultant near you helping you manage the complexities of your business.

Learn more about how we work with you to grow your business:
BUSINESS VALUE GROWTH

Learn about some of the tools we use to grow your business’s value:
BUSINESS VALUE GROWTH RESOURCES

Learn more about the criteria used in receiving these awards.