Referral Partners

Working With Trusted Professional Advisors

Herco Business Advisors values its relationships with the professionals who serve business-owner clients. We frequently collaborate with trusted advisors to help clients address complex business challenges, and we welcome opportunities to work alongside the attorneys, accountants, lenders, and advisors our clients already rely on.

Herco Business Advisors frequently works with:

Commercial Lenders & Community Banks

Lenders who need an experienced, objective advisor working with a borrower on cash flow, restructuring, or performance improvement.
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Attorneys

Business, corporate, and creditors’ rights attorneys whose clients face restructuring, succession, or ownership-transition decisions.

Certified Public Accountants

CPAs whose business clients need hands-on financial and operational guidance beyond tax and accounting services.

Wealth Advisors

Advisors helping business-owner clients plan for the eventual sale or transfer of their most valuable asset.
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Business Valuation Professionals

Valuation specialists we coordinate with during exit planning and business-sale preparation.

Private Investors

Investors and buyers seeking well-prepared, closely held businesses and independent business assessments.

Business Owners & Executives

Owners and executives who refer peers facing the same challenges they once faced.

Legal, tax, and accounting advice are critical to the success of any business enterprise. Herco Business Advisors does not provide legal, accounting, or tax advice; we work alongside these professionals so that clients have the complete advisory team they need. If you serve business owners and would like to discuss how we can work together, please contact Charles Herold.

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