Growth Partnerships, Succession & Acquisitions

For nearly 4 decades we have existed with one purpose: to help clients lead lives of purpose. As CPAs and wealth managers, we have the unique position of being a turn-key and truly holistic financial planning and management firm. Our clients use us as their “family office”, where integrated wealth management, tax preparation, and financial problem solving is all done under one roof. This holistic model puts our clients in the best position, and provides a unique opportunity for other advisors to be a part of our process.

We are continually looking for opportunities to partner with advisors either looking to enhance their practice, or acquire the right practice with an owner looking to transition into their next stage of life. We also partner and assist with succession planning, continuity planning (as an OSJ, consultant, or outsourced money management), and with firms looking to take the next step in their growth. Our firm has experience helping to build, streamline, and maximize existing businesses to realize their full potential, for the betterment of clients and advisors.

Our goal is to help advisors maximize their profit, and minimize their time required to manage their practice.

Our Commitments to You

  • Maximize Your Exit Value

    Our desire is to help you make the most of your business. You’ve built your practice, and we want to help you sustain and grow it.

    Whether you want to work for another 1 year, 3 years or 20 years, our job is to help you maximize your opportunities for your next phase of life.

  • Continuity of Client Care

    We’ve built our business by treating clients like family. Your clients that we assist you in serving, or those we take on via acquisition, will receive the highest quality of service, attention and care.

    We maximize client retention through a commitment to communication and tireless creation of value.

  • Respecting Your Legacy

    We show our commitment to honoring what you’ve built not only through our financial contribution in a potential acquisition, but by also helping you continue and increase your commitment to your clients.

    We do this by enhancing service procedures, improved investment returns, additional services, and strengthening personal connections.

More About Us

We serve clients across the country, and are expanding our reach as an OSJ growth and acquisition partner.

We assist clients with everything across the planning continuum, from asset management, retirement income, tax planning, to estate conservation and management. We also work with families of all ages, from millennials, to rising professionals, through pre-retirees and the retired. Our suite of solutions is built to serve and scale, which makes integration of other firms viable and sustainable.

We believe in the power of mutual success. We work with you to build a unique growth, succession or transition process, harnessing the power of systems and KPIs to maximize value for you and for stakeholders.

We began as a local family business, and even as we’ve continued to grow, we’ve retained that operating culture.

We are affiliated with FSC Securities of Advisor Group, soon to be Osaic.

Richard Heckard, CPA

If you’re considering selling your practice, looking to partner to harness your growth, or considering your succession plan, we’d love to talk.

Email:
Richard@heckardandhowellcpas.com
Steven@heckardandhowellcpas.com

Phone:
(803) 325-6840