What We Offer
Global Heritage Consulting advises on matters where tax, finance, accounting, structure, and strategy intersect. Our work spans transactions, entity design, financial leadership, and the decisions that shape closely held businesses, holding companies, family enterprises, and the institutions around them.
Most advisors approach issues from a single perspective. We believe the most important decisions require consideration of tax, finance, accounting, transactions, operations, and long-term business objectives simultaneously. Our work is built around understanding how these disciplines interact rather than viewing them in isolation.
Key Strategic Capabilities
Transaction Advisory
Buy-side and sell-side support for acquisitions, divestitures, restructurings, recapitalizations, and other strategic transactions. We assist clients in evaluating opportunities, assessing risks, navigating diligence, and addressing the financial, tax, and operational considerations that often determine long-term success after closing.
Operator & Chief Financial Officer (CFO) Advisory
Ongoing senior-level advisory for founders, operators, boards, and ownership groups navigating growth, capital allocation, forecasting, organizational development, and financial decision-making. CFO-level judgment and perspective without the infrastructure and overhead of a larger advisory organization.
Financial Reporting & Accounting Advisory
Complex accounting and financial reporting matters frequently influence transactions, financing activities, litigation, governance decisions, and business operations. We assist organizations, management teams, investors, and counsel in evaluating technical accounting issues, financial reporting considerations, and related analyses where accuracy and judgment are essential.
Tax Advisory
Federal, state, and multi-jurisdictional tax matters for closely held businesses, holding companies, investors, and the individuals behind them. Our work includes transaction tax, structural planning, and long-horizon decision making designed to support objectives measured over years and decades rather than reporting periods.
Entity & Holding Company Structuring
Design and evaluation of operating entities, holding companies, investment structures, and multi-generational ownership frameworks. Built around governance, tax efficiency, transferability, risk management, and the realities of how closely held businesses and family capital evolve over time. We hold our work to high standards. We focus on sustainable results built on smart strategy and real insight.
Disputes, Litigation & Expert Advisory
Complex tax, accounting, financial, and transaction matters frequently arise in litigation, arbitration, regulatory proceedings, shareholder disputes, business separations, and other contested situations. We assist attorneys, organizations, and stakeholders in evaluating issues, analyzing financial information, developing support for positions, and providing expert testimony when appropriate.