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MEMBER PROFILE

 

Daniel Russell

HeimLantz CPAs & Advisors, LLC

 

Member profile details

Membership level
Maryland Individual
First name
Daniel
Second name/initial
T
Last name
Russell
Title
Director of Business Development
Company
HeimLantz CPAs & Advisors, LLC
XPX Chapter Email Lists
  • DC Metro News & Events
  • Maryland News & Events
 

CONTACT INFORMATION

City
Annapolis
State
Maryland
 

PROFILE INFORMATION

Call me when
A business and its owners need a trusted financial advisor to maximize business value by thinking and engaging like a strategic partner.
Profession
  • Accountant
  • M&A Intermediary
  • Valuation
Functional Expertise
  • Assurance
  • Audit
  • Bookkeeping
  • Business development
  • Business growth
  • Business management
  • Buy side/Acquisitions
  • Cash management
  • Compensation
  • Corporate finance
  • Due diligence
  • Estate planning
  • Exit/Transition Planning
  • Family business
  • Finance
  • Financial Modelling
  • Government contracts
  • Investments
  • Leadership Development
  • Management succession
  • Retirement
  • Sell side/Divestiture
  • Strategic planning
  • Tax
  • Transaction advisory
Client Industry(ies)
  • Business Services
  • Computer/Electronics
  • Financial Services
  • Health/Pharma/Biotech
  • Media and Entertainment
  • Real Estate/Construction
  • Retail
  • Software/Internet
Professional Certification(s)
CPA.ABV.CFF, CVA
Advisor Resource Relationships
  • The Value Builder System
In Business Since
2001
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