When owners change, it is important to have a process that considers strengths and prepares your business for transition.

Greg provides the expertise to assist in the transition while

making sure your company remains focused, viable and

thriving throughout the process.

With recent transactions completed in Michigan and Florida for businesses ranging from agriculture to transportation to manufacturing, our advisors possess the vital disciplines necessary to ensure a smooth and healthy transition of ownership:

Wealth Management / Philanthropy 

Navigator / Business Coach

M&A Attorney / Contractual

M&A Appraisal / Valuation

CPA Tax Planning

Greg Heeres serves as the “navigator” through your succession journey. 


He has experience as an entrepreneur, C-level exec, philanthropist and family owned business owner.


In his career, Greg has grown organizations, acquired firms, 

and sold companies.


He brings the unique elements of passion, process and psychology to business succession planning.




We hired Greg based upon recommendations from several succession advisors. Greg asks powerful questions, listens intently, his timing of follow ups, and navigates both the process and the people to make sure the transition of ownership and leadership is handled with class and competency.             - ED                 


Greg helped us sell our organic farm to table AG business. He helped us transition with zero issues, and we are thrilled he helped us with our succession planning and implementation. He really understood the steps in the process and made sure we were comfortable with the outcome.            - CHRIS