Our Team Approach

Heritage Transition Consulting brings together a Heritage Advisor Team for each business owner, a group of professionals experienced in financial services, accounting and law that create integrated exit solutions. Our joint and coordinated expertise ensures that your customized Exit Plan is comprehensive and considers all legal, tax, financial and interrelated strategic issues that might impact your business transition. This process is monitored to provide:

Maximum Value

A financial planning professional on the Heritage Advisor Team will ensure that your
Exit Plan will help your business retain the maximum value for your heirs, your successors, or your future. After your business transfer and based on the knowledge gained from working with you, we can craft an estate plan that can help accomplish your financial, income and estate planning goals.

Tax Savings

A correctly designed Exit Plan can provide benefits to the owner in the form of substantial income, gift and estate tax savings. In addition to reducing your taxes, an experienced CPA can help minimize the tax impact on the buyer, increasing the purchase price threshold. A CPA works on the Heritage Advisor Team to identify and exploit the available tax saving opportunities.

Favorable Terms

The attorney on your Heritage Advisor Team with specialized exit planning expertise can help you analyze the legal structure of your business, making it easier to transfer or sell. Legal counsel works with the Heritage Advisor Team to draft airtight contracts and agreements that help protect assets, reduce risk and ensure the success of the business exit.