HeimLantz CPAS & Advisors
Bob Shannon has extensive experience in business coaching and financial services, with a career spanning several decades. Currently serving as a Business Coach at HeimLantz, P.C., since January 2018, Bob succeeded in selling First & Main Business Advisors to the firm, collaborating with CEO Carter Heim to enhance their coaching division. Previous roles include ownership of First & Main Business Advisors, co-founding Biz Books Briefs, and holding leadership positions such as Regional Vice President at Principal Residential Properties, Inc., and First Vice President at Wachovia Securities, LLC. Bob has also been a Senior VP at First Commonwealth Financial Corp. and a Vice President at Paine Webber Real Estate Securities, along with earlier positions at Lehman Brothers and United Airlines. Bob holds a Bachelor's degree in Communication and Media Studies from St. John's University and a certificate in Organizational Development from Georgetown University.
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HeimLantz CPAS & Advisors
HeimLantz CPAs and Advisors is a full service Certified Public Accounting firm with offices in Alexandria, Virginia, and Annapolis and Lexington Park, Maryland. Our team of professionals is dedicated to helping clients reach their business and personal goals. We are not simply accountants, but advisors who want to help you succeed. Our firm’s Purpose is Making Lives Better. In order to guide us to fulfill this Purpose, we created a set of Core Values that our team is committed to follow. Our Purpose and Core Values inform who we are as a firm and how we define ourselves as professionals. Core Values: Collaborate For The Best Results. Creating Strong Relationships Based On Mutual Honesty And Integrity. Own Your Actions - Take Personal Responsibility. Innovate To Differentiate. Get It Done! Desire To Be Better. Happy And Caring People Make Us Better. In addition to having a team of experienced CPAs and CPA candidates, HeimLantz’s technical expertise includes certified Business Valuation experts, Certified Fraud Examiners, Enrolled Agents, and a range of other financial specialties. We help companies and their principals maximize value through each phase of growth and transition. Our specialties include: • Privately Held Businesses • Closely Held Businesses • Construction Industry • Real Estate • Professional Services companies • Audit and Attest Services • Tax Planning and Preparation Services • Business Consulting • Mergers and Acquisition Consulting • Outsourcing of Accounting and Financial Management • Litigation Support • Business Valuations by Certified Experts • Forensic Investigations • Expert Witness Services, Including Court and Deposition Testimony • Succession Planning • Estate and Gift Planning Our Background: Carter Heim and Tom Lantz each grew a successful accounting practice from the mid-1970s through the 1990s. They merged their firms to form HeimLantz in 2001, creating a formidable regional synergy of talent and experience.