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At Heritage Advisors CPA, we focus on building close client relationships that add long-term value. This includes evaluating financial procedures and working to produce strategies that help our clients face the countless challenges of business planning and execution. Our clients benefit from objective analysis to assist in controlling costs, increasing efficiency, and implementing new technologies and procedures that take advantage of changes in the marketplace, accounting standards, and tax law. Our advisory services will improve information quality or its context, meaning more success for your business.

Business Valuation

The range of needs for valuing businesses continues to widen, and Heritage Advisors, can provide in-depth analysis to help you identify and analyze the factors that drive the value of your company or one in which you have expressed an interest in. Successful business valuation requires specialized knowledge and techniques. There are so many factors that contribute to the perceived value of a business. Our expert help can assist you in evaluating entities that you have an interest in and guide you towards making business decisions that you feel confident with.

We have the experience, education and professional integrity necessary to provide an objective and defensible estimate of the value of your business. We provide valuation services for a variety of business purposes, including:

  • Business sales and purchases
  • Estate planning and compliance
  • Mergers and acquisitions
  • Shareholder transactions
  • Gift and estate tax planning
  • Financial reporting
  • Litigation
  • Family limited partnerships and ESOPs
  • Financial consulting

Cash Flow and Budgeting Analysis

Good cash management can improve a company’s liquidity, reduce costs, and increase profitability. Heritage Advisors, can help you maintain optimal cash flow levels by tracking sources and uses, forecasting, and budgeting accordingly. To a business entity, cash flow is something that can make or break the business’ ability to survive. We can help you analyze your spending, rebalance your budget and/or debts for an optimal cash flow to support your business’ success. This balance plan would be revisited if and when there were any major changes in your business structure to ensure that you are operating at an optimal level. With our help and guidance, you will always be on top of your finances and ready for the future.

Debt and Finance Advising

Whether your needs are corporate or personal, Heritage Advisors, CPAs’s professionals can assist you in sorting out the different options available for debt management and financing that will lower your payments and/or reduce the total amount of interest paid. Re-balancing your debts can also result in tax deduction savings. Even if you are able to handle the payments and the amounts of your current debts, our expertise may be able to save you money and/or lower your payments.

Estate and Trust Planning

Effective estate and trust planning can ensure financial security for loved ones. For businesses, it can maintain a smooth succession of ownership. Our role is to help you navigate the complex and shifting tax laws to facilitate the transfer of assets and minimize the tax liability of your beneficiaries. Everyone should have a well thought out plan as to how to disburse one’s estate so as to avoid complications and to be sure wishes are followed. Having your taxes and estate thoroughly and carefully planned will ensure that your loved ones don’t have any complications to deal with during a time of loss.

Entity Selection and Restructuring

Choosing the right business structure will have a significant impact on your company’s tax liabilities now and in the future. Selection involves various factors including company’s current size, financial situation and business goals. Heritage Advisors, LLC provides assistance with the complex and cumbersome process of choosing a business structure as well as restructuring your current business to take advantage of the tax benefits available to you. the business structure you choose can be a critical factor in ensuring the long-term financial health, survival, and success of your company. We will explain the advantages and disadvantages of the following types of business entities:

  • Sole proprietorship
  • Partnership
  • LLC
  • S Corporation
  • C Corporation

Employee Benefits, Pension, and Profit-Sharing Plans

Choosing and administering benefit plans for your employees is often a complex process. Heritage Advisors, CPAs can help you develop, implement, and administer your benefit, retirement, and profit-sharing plans with an eye toward rewarding your employees and reaching your company’s financial and business goals. We can also help maximize tax advantages in implementing these plans. As your business grows, your business and your employees will be rewarded for the hard work that contributed to the success of your business.

Financial Projections and Forecasts

No one can predict the future perfectly, but we can all benefit from planning for it. Heritage Advisors, combines expertise and experience with a gained understanding of your business to produce financial projections that can help you manage your business plan and spending. Forecasting for the future is imperative to your company’s success. We make it a point to keep current with market trends and updates so that your business can be prepared for what is to come. Depending on your needs, our work can range from top-level reports to detailed financial models.

Litigation Support

Heritage Advisors CPA, litigation support can be employed in a wide range of situations, including commercial litigation, financial investigations, business valuations, business and marital dissolutions, and bankruptcies. These services can involve quantification of economic loss or damages, analysis of financial records, and fraud and theft investigation. Financial and personal records are often vast and confusing to sort through. With our professional training in this matter, we can make sense of these records and transactions and get to your bottom line.

Mergers, Acquisitions, and Sales

Business events or transitions such as mergers, acquisitions and sales of businesses are highly complex transactions that require sound financial planning and advice. Our firm can provide professional know-how to help you successfully structure and negotiate the deal. We have vast experience guiding businesses of all sizes through the transition planning process by providing the following services:

  • Business valuation
  • Buy/sell document consultations
  • Cash flow impact analysis
  • Purchase price negotiations
  • Tax minimization strategies

We employ careful analysis and due diligence to determine a fair asking price, pinpoint the most favorable tax structures, evaluate financial and cash flow impact, and assess compatible business functions and tactics. Expanding or contracting your business is a huge undertaking. We can help you make the optimal business decisions. Each business transaction requires different structuring and planning requirements and we offer customized transition planning to provide personalized services to businesses involved in a merger, acquisition or sale.

Payroll Services

Heritage Advisors CPA, payroll services can help you reduce the time spent on administration through developing and implementing a computerized payroll system that will facilitate processing, timely payment and preparation of tax returns.

Software Selection, Implementation, and Support

Choosing and Implementing a new accounting software system can be a challenging undertaking. Our experience with various packages currently on the market as well as awareness of new products allow us to aid you in choosing and implementing a system that will suit your company’s needs. Training and support will ensure minimal disruption of your everyday business process.