Heritage Business Advisors
80% of your net worth
Everything About You Affects
is tied directly to your business.
Your Financial Future
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
Heritage Business Advisors
If you are like most small business owners
is tied directly to your business.
80% of your net worth
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.
SPEAK WITH ONE OF OUR BUSINESS GROWTH ADVISORS

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

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!

Subscribe to the Newsletter

Stay connected with Heritage Investors by subscribing to our newsletter.

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

Investopedia Top 100 Financial Advisor | Exit Planning Institute’s 2018 Leader of the Year | Certified Exit Planning Advisor | CERTIFIED FINANCIAL PLANNER™ | Certified Value Growth Advisor | Forbes Finance Council Member | KnoxBiz 40 Under 40 Advisor

Trustworthy Strategies for All Stages of Your Business…

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.

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

business wealth management chart

Business Financial Education

business strategist

Do I Need a Business Strategist?

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…

READ MORE

Are You Hurting Your Business’s Long-term Value?

How Bad Are You Hurting Your Business’s Long-term Value?

As a business owner, we often think my business is doing great and most, if not all, aspects are running beautifully. However, mismanagement in our business will be clearly visible by everyone but yourself. If you’re 10-15 years from retiring, you need to know …

READ MORE

The Business Advisory team you need in Business

Business Finance 101 – Getting Control of Your Business Finances Using The Right Team

Business owners are some of the hardest working people you’ll ever meet. Sometimes that translates to overworked. But work and being financially stable …

READ MORE

Educating Thousands of Business Owners Like You On:

Fox News | Forbes.com | Investopedia | Yahoo Finance | Exit Planning Institute | Nerdwallet | Kiplinger’s | MSN.com