The Business Value Growth Process

We believe it is vital to grow the value of your business in conjunction with your personal wealth. The idea behind this is simple. You must have clearly defined personal financial goals to know how much your business must grow (and sell for) to meet those goals, i.e., “bridge the value gap“.

This is the driving principle behind Heritage Business Advisors developing this holistic financial growth process, combining personal wealth management with your business’s and driving them toward their common goals.