Heritage Certified Public Accountants

Restructuring, Business Valuation


Heritage Advisors, LLC delivers professional business valuation services that establish an accurate assessment of value for any business enterprise. Successful business valuation requires specialized knowledge and techniques. The experts at Heritage Advisors, LLC 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
  • Mergers and acquisitions
  • Shareholder transactions
  • Gift and estate tax planning
  • Financial reporting
  • Litigation
  • ESOPs
  • Financial consulting


Choosing the right business structure will have a significant impact on your company’s tax liabilities in the future. Heritage Advisors, LLC provides assistance with the difficult process of choosing a business structure or restructuring your 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. Heritage Advisors, LLC can explain the advantages and disadvantages of the following types of business entities:

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

Let Heritage Advisors, LLC assist you in selecting the right structure for your business, based on your company’s current size, financial situation and business goals.