Experience & Expertise Combined with Strategy to Deliver Results
At Heritage, our focus is on developing the right strategies to help you raise capital, acquire businesses for growth, and sell your company, allowing you to exit on your terms. With over 47 years of transaction and advisory successes, our team has perfected the strategies and processes you need for your company’s long-term success.
OUR MISSION
Empowering Your Success to Ensure a Lasting Legacy
Heritage is dedicated to helping our clients achieve their goals through expert guidance in selling, buying, and growing companies. With integrity and respect, we craft strategies and provide solutions to ensure our clients’ success.
Who We Serve
Our clients are owners of privately held companies with enterprise values up to $250 million, spanning many industries and stages of development. Some are ready to sell their businesses while others are exploring private capital markets for the first time. We excel at supporting business owners no matter what stage they are in, providing strategic consulting to help them reach their financial goals.
Work With Us
When you choose Heritage, you benefit from over 47 years of extensive experience and expertise in managing the entire process. Our clients choose us because we understand the unique challenges faced by owners of privately held companies when navigating complex transactions. From helping you define your goals and marketing strategies to bringing you to market and guiding negotiations, our team works alongside yours to ensure a smooth and successful transaction.
Together, we’ll navigate the capital landscape, develop a plan to achieve your financial objectives, and position your business for continued growth and success.
