Heritage Capital Group is proud to share that CEO Bill Sorenson was recently featured in the Jacksonville Business Journal’s 2026 Wealth Edition, where he discusses the critical role of collaboration between wealth advisors along with M&A and valuation experts in helping business owners maximize both enterprise value and long-term personal wealth.
In the column, “Why Business Owners, Wealth Advisors, and M&A Specialists Must Plan Together for a Successful Exit,” Bill draws on more than 20 years of experience advising privately held business owners to show why business valuations, early preparation, and collaboration among wealth advisors, tax professionals, attorneys, valuation experts, and M&A advisors are essential to achieving successful transaction outcomes and preserving wealth for business owners.
Read the full column in the Jacksonville Business Journal Wealth Edition.
The article emphasizes that creating enterprise value is only part of the equation. It is equally important to structure transactions to preserve and transfer wealth effectively through careful planning, risk management, and informed decision-making. Bill makes the case that effective wealth management for business owners begins well before a liquidity event and includes helping business owners preserve the value of the businesses that generate their wealth.
Heritage Capital Group values our longstanding relationships within the wealth advisory community and are proud to work alongside advisors to help business owner clients maximize both enterprise value and personal wealth. If you serve business owners, we welcome the opportunity to discuss how our valuation and M&A expertise can complement your advisory services and help clients achieve their long-term goals.
