Services

Sales & Divestitures

Heritage provides business owners with representation in selling their business or divesting a division. In doing so, we:

  • restate or adjust financial and cash flow statements to reveal and highlight hidden value
  • prepare a comprehensive marketing document that describes the company while emphasizing key elements of value
  • identify and contact qualified buyers or investors
  • manage the entire negotiation process and terms of sale
  • coordinate involvement of all attorneys and accountants involved arrange financing if necessary

With complete discretion, we access our extensive database to find the best-qualified buyers. Our clients are able to maintain complete control as we act as a buffer between from the other parties involved.

Mergers & Acquisitions

Heritage also assists companies in identifying merger or acquisition targets that align with their strategic growth objectives. As with a corporate sale, we mange the entire process – from prospect searches to sales negotiation and transaction execution.

Business Valuations

Creating a realistic picture of a business’s marketability and value in the open market is essential to maximizing value. Heritage helps business owners establish this picture through:

  • employing an expert in-house analytical staff
  • utilizing a proprietary methodology designed to identify the full market value of a company

Management Buyouts

Heritage can assist senior management to acquire all or parts of their employing organization. Our services include:

  • development of an acquisition plan
  • initiation of discussions with current company ownership
  • arrangement of financing
  • negotiation and structuring of transaction

Value Enhancement

The ability to increase overall enterprise value is of the utmost importance when a business owner is interested in selling a company. Heritage helps these owners by:

  • diagnosing performance deficiencies
  • designing and implementing management information tools
  • establishing budgeting and control systems
  • developing and implementing plans to increase overall value

Capital Placement

Helping clients who need additional capital to take their company to the next level is a service that Heritage provides. In these cases, Heritage assists in finding debt capital or equity investors. We also help potential investors find appropriate opportunities to place capital.

Joint Ventures

Heritage Capital Group helps clients to evaluate partnership alternatives and locate potential partners both domestically and abroad.

Financial & Strategic Planning

Heritage provides expert assessment of business alternatives to guide organizations toward defining and achieving financial and strategic objectives. Our services include:

  • strategic positioning
  • corporate restructuring
  • financial modeling
  • business plan development

Buyer Services

Heritage Capital Group also assists clients who are interested in acquiring a business that may be for sale. We are able to utilize our extensive database and contacts around the globe to identify companies that are currently on the market, or even those companies whose owners may be interested in selling, but have not taken that step yet.