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CPAs and Advisors

STEPS Program

Creating, operating, and growing a business is no small tasks. Each is a complex undertaking that requires both daily decision-making and deliberate, long-term planning. As a leader, it’s essential to assess whether your decisions are securing your company’s future and if your team shares a clear vision of success. HeimLantz helps business owners build sustainable, long-term viability through strategic partnership and guidance.

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Succession Transition Exit Planning Strategies Program

At HeimLantz, we developed the STEPS Program to help business owners, executives, and decision-makers confidently lead their organizations toward long-term success. We recognized that many offerings in the marketplace were disconnected, reactive, and inefficient—so we created a proactive, strategic approach designed to align both business objectives and personal goals.

The STEPS Program provides a holistic understanding of your business and its owners, empowering you to maximize value, build resilience, and secure the future. By integrating strategic business consulting, personal financial planning, succession planning, and exit strategies, we ensure all efforts move in the same direction.

Our goal is simple: to guide you through every stage of your journey—until you're enjoying a fulfilling retirement and your business continues to thrive for years to come.

Our STEPS Program team is made up of experienced professionals with the necessary credentials and training to guide you down the path to success. You will have the opportunity to work with certified valuation specialists (CVAs, ABVs, and CFFs), long-time CPAs, certified Gravitas coaches, and CERTIFIED FINANCIAL PLANNER™ (CFP®) professionals. Each one of these HeimLantz professionals is eager to partner with you to accomplish your goals.

Navigating Success With You

Navigating Success With You

We collaborate with clients to deliver strategic, personalized services that align with their unique objectives. Through our STEPS Program, we provide:


  • Business Valuation
  • Business and Strategic Consulting
  • Industry and Market Research
  • Risk Management Consulting
  • Wealth Management
    • Personal Financial Planning
    • Business and Personal Insurance Planning/Consulting
    • Business and Personal Investment Planning/Consulting
  • Gravitas – Business Coaching
  • Succession and Exit Planning

With You Every Step of the Way

At HeimLantz, your business is our business. Through our STEPS Program, we offer a proactive approach that simultaneously aligns with our clients’ needs for both a strategic business advisor and a personal wealth management advisor. What could be better than having all your business and personal financial needs met by one firm through one unified, strategic plan that will maximize wealth and secure organizational longevity?

Let's talk about your goals.

Connect with us today to learn how we can support your success.

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