Small Business
Planning & Management

For many small-business owners, their personal and business finances are inextricably linked. As your trusted partner, we provide expert financial advice to help your business thrive.

Small Business Planning & Management

For many business owners, personal and business finances are inextricably linked. So, our dedication to deliver success extends to your business as well. As your trusted partner, Heritage Wealth Architects provides expert financial advice to help businesses and business owners thrive. Our services include everything from choosing the proper capital formation and minimizing taxes to performing business valuations and advising on employee or family member buyouts. We work with business owners in all stages of their business, whether they are a few years in or are getting ready to exit and retire.

We help business owners incorporate their business into their financial situation by clarifying the big picture. We analyze business structure, review comprehensive situations, and evaluate strategic initiatives. We will even help appraise potential business opportunities. Our extensive network of strategic partners allows us to provide connections to help move the business in the right direction and avoid costly missteps you might otherwise make.

Expert Financial Advice

Businesses are usually an individual’s most significant investments. We understand that and will ensure it receives the attention and commitment it deserves. We frequently manage company retirement plans such as 401(k)s, help set up employee accounts, and offer meetings to share updates with your employees.

Overall, business owners who work with Heritage Wealth Architects spend less time working on the business details and more on growing the business itself. Our team at Heritage Wealth Architects is attentive and available to answer your questions as they arise between meetings. We understand the life of a business owner is fast-paced, and we aim to be a trusted partner who can help shoulder some of that burden as you grow your business.

Advising & Support for Small Business

From taxes to capital formation, we provide strategic guidance and financial advice to support all stages of your business.

For business owners, the roadmap we build for your financial well-being is tied to the financial health and success of your business.

James Knapp

CEO, Heritage Wealth Architects

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