HeimLantz CPAS & Advisors

HeimLantz CPAs and Advisors is a full-service Certified Public Accounting firm with offices in Alexandria, Virginia, and Annapolis and Lexington Park, Maryland. Their team of professionals is dedicated to helping clients reach their business and personal goals, operating under the slogan "Making Lives Better." They pride themselves on being more than just accountants, positioning themselves as advisors committed to their clients' success. Founded in 2001 by Carter Heim and Tom Lantz, the firm has a strong background, with each founder establishing successful accounting practices before merging to create HeimLantz.

In addition to boasting a team of experienced CPAs and technical experts in areas such as Business Valuation, Forensic Investigations, and more, HeimLantz offers a wide range of services tailored to privately held and closely held businesses, as well as those in the construction, real estate, and professional services industries. Their service offerings include Audit and Attest Services, Tax Planning and Preparation, Business Consulting, Mergers and Acquisition Consulting, and more. They also provide support in areas such as Outsourcing of Accounting and Financial Management, Litigation Support, Business Valuations, Forensic Investigations, and Succession Planning.

HeimLantz's Purpose is to "Making Lives Better," a vision that is reflected in their set of Core Values, guiding the firm and its professionals. The company emphasizes not only the technical expertise but also the commitment to client success and well-being. While the firm's headquarter information and recent investment details are not available, HeimLantz's established presence and extensive range of services make it a notable player in the finance, financial services, and wealth management industries.

While the specific investment and investors are not disclosed, based on the firm's extensive offerings and established presence, HeimLantz CPAs and Advisors presents itself as a compelling prospect for potential investment within the finance and wealth management sectors.