Ellis & Associates

In the Client's Words

"What a great find in connecting with Bill Prescott and the folks at Heritage! When we decided to pursue my exit and the transition of the company, being the engineers we are, we exhaustively researched several groups that could assist us with the plans. We narrowed it down to two firms: Heritage, who came highly recommended from our CPA and our attorney, and a firm in the northeast who provides M&A services specifically for engineering and architectural firms. After working with the northeast firm in the preliminary process, we weren't pleased with their plan, their approach, and, specifically, their valuation. We then began working with Bill and Don at Heritage Capital Group. What a pleasant surprise! Not only did Bill handle this transaction for us extremely professionally, efficiently, and doggedly- but we ended up with proceeds that were double what the previous group said we should expect. And now we have very good friends at Heritage. For such a huge life-changing experience and one I've worked for my entire professional career, I could not imagine a better outcome."
Greg Edmonds

Deal Team