Why Heritage?
We bring more to the table, so you leave nothing on the table.
Heritage Capital Group possesses the competitive edge that is essential to orchestrating a successful transaction. This edge translates into greater value for our clients in the form of:
- Superior financial outcomes
- Access to a larger pool of qualified buyers & sellers
- Highly skilled and experienced negotiators
- Complete discretion
Our fees are based on the success of your transaction, with a modest retainer. Therefore, for us to be successful, we must first ensure our client’s success.
Our approach.
Heritage Capital employs a comprehensive and results-focused approach that brings greater value to every transaction. Our work starts long before your company is actually sold.
- Analyze company to reveal all potential value
- Position the company to maximize market value
- Prepare a marketing document that emphasizes company’s key elements of value
- Access in-house proprietary database to identify qualified buyers or investors
- Manage entire sales negotiation process – allowing owners to remain focused on day-to-day operations
- Communicate with and coordinate involvement of all necessary advisors (i.e. attorneys, accountants, etc.)
- Coordinate and oversee due diligence process
- Finalize transaction resulting in maximum value realization