Heritage Certified Public Accountants

Mergers, Acquisitions and Sales


Transitions such as mergers, acquisitions and sales of businesses are highly complex transactions that require sound financial planning and advice. Heritage Advisors, LLC has 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

There is no magic formula for structuring and planning for a business transition, as each transaction is unique and requires a different set of services. That is why Heritage Advisors, LLC offers customized transition planning to provide personalized services to businesses involved in a merger, acquisition or sale.