The Eight Key Areas of Business that Grow Its Value

Oftentimes, business owners focus their efforts on increasing sales and profitability. This is understandable, as it is often the quickest way to generate additional revenue. However, by focusing on improving the eight key areas of Planning, Leadership, Sales, Marketing, People, Operations, Finance, and Legal, business owners could grow the intrinsic value of their businesses, making them more attractive to potential buyers and investors while organically increasing the immediate profitability in the process.  Read more

Justin Goodbread Publishes Second Book

Justin Goodbread Publishes Second Book

Heritage Investors/Heritage Business Advisors is pleased to announce the release of the second book by our founder, Justin Goodbread CFP®, CEPA®, CVGA®. The follow-up to The Ultimate Sale: A Financially Simple Guide to Selling a Business for Maximum Profit has been a labor of love, years in the making. Read more

Investopedia Top 100 4x Justin Goodbread

Justin Goodbread Named Investopedia Top-100 Advisor Four Consecutive Years

Winning takes commitment. It is achieved through perseverance and preparation. Justin Goodbread is no stranger to winning, and it’s because of his dedication to his family, his team, his clients, his listeners, readers, and viewers. The constant effort to help people achieve their financial goals through comprehensive planning and deep education has paid off in many ways. However, Justin doesn’t measure success through personal achievements or accolades. Instead, he places an emphasis on helping others to succeed. To Justin, that is the truest measure of success. Read more

The Dangers of The 4 percent Rule

How Business Owners Can Avoid The Dangers of The 4% Rule

For decades, business owners and investors have been taught to follow the 4% rule. By never withdrawing more than 4% of the portfolio value in a given year, they could make their funds stretch far into the future. Sounds great, right? So, what’s the problem? No two people are exactly alike and we all have unique financial needs. Let’s take a closer look at how business owners can avoid the dangers of the 4% rule.

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Get Control of Your Business Finances with The Right Team

Stop the Financial Bleeding! Get Control with The Right Advisory Team

Business owners are some of the hardest working people you’ll ever meet. Sometimes that translates to overworking and not being in total control of all expenses. I want to talk about ways to stop the financial bleeding. You and your business can get on a healthier and wealthier track.

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hurting business long term value

Are You Hurting Your Business’ Long-term Value? 4 Questions To Ponder

As a business owner, I often think my business is doing great and most, if not all, aspects of it are running beautifully. It reminds me of an old adage my dad used to say, “Son, you never tell a woman that the baby is ugly or you might get slapped.” However, that’s a problem for business owners looking to succeed. Our “baby” is ugly as it can be and we don’t see it. Mismanagement in business will be clearly visible and eventually, we find out our business isn’t as attractive to potential buyers as we thought it was. So, here are four strategic questions to ask yourself when contemplating a potential exit plan. Even if you’re 10-15 years out, you need to know, NOW, if you are hurting your business’ long-term value. Read more