HeimLantz invites you and your key decision makers to join us for an exclusive evening of discussion surrounding business planning.

When was the last time you took an in depth look at your business? Are you spending your time working in the business as opposed to working on the business? Do you have the right processes in place to secure success for your business – and you – in the future?

Led by Dan Russell, Director of Business Development, and Sheri Mergenthaler, Director of Wealth Management, our Better Business Planning presentation will address:

• key drivers of growth and value
• succession and exit planning
• risk management planning
• employee benefits for a competitive edge
• alignment of business growth and personal goals 

Date: Tuesday, May 23, 2023

Time: 5:30 pm – 7:30 pm 

Presentation will begin at 6 PM.

Where: Ruddy Duck Seafood and Ale House

16800 Piney Point Rd.

Piney Point, MD 20674

Cost: free to attend

Seating is limited. Please RSVP by Wednesday, May 17.

Food and drink will be provided.

Meet Our Speakers

Sheri Mergenthaler CFP®, CPWA®, CDFA®

Director of Wealth Management

Sheri specializes in comprehensive financial planning for individuals and business owners. She helps her clients achieve their financial goals, obtain financial independence, and maintain it through all phases of their lives.

Daniel T. Russell, CPA, ABV, CFF, CVA, CFE, MSA

Director of Business Development

Daniel’s responsibilities include acting as the firm’s Director of Business Development and leading the firm’s Consulting Business Unit. Dan directs the firm’s sales and marketing functions, oversees, and performs succession planning, business valuation, and litigation work, and provides various other tax and consulting services for businesses and their owners.