Heritage is dedicated to providing small and middle-market business owners with M&A advisory services. We help owners of successful private companies realize the most value from the sale or merger of their businesses.
The Heritage team, which includes intermediaries, brokers, business analysts and financial specialists, will guide you through this complicated process, allowing you to keep your focus where it belongs - on running your business, and we bring a
uniquely professional approach to the task of selling a business.
You will find that Heritage's professionalism and marketing set us
apart from other firms serving this market, and that Heritage's efforts
will result in a higher purchase price for your business without the
sacrifice of day-to-day operations and current profits.
Heritage's clients and partners, who are located across North America, enjoy a full
range of "value added" services as part of every sale transaction through our marketing efforts.
If you're not ready to sell, Heritage can help you on a consulting basis
with valuations, growth strategies, business planning and operations
improvement initiatives.
Heritage also offers acquisition services to corporations, private equity
firms and entrepreneurs targeting small and mid-sized businesses.
Heritage will help you identify and evaluate appropriate targets,
negotiate the deal and guide through the acquisition process.
We are pleased to discuss our services in confidence with any interested
business owners or buyers. Please contact us at our office toll free at 888-848-5085 for an appointment.
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