Heritage Platform Group · Built to Keep
Most $2M–$50M businesses are sitting on finance, technology, and succession decisions that quietly make or break what they’re worth.
Know what your business is worth, and who should keep it.
We advise, strengthen, and acquire established businesses, and we keep what we buy.
- Capital
- Advisory
- Studio
- Intelligence
The AI Noise Gap
Every owner is being sold AI. Few have a partner who’s built the real thing.
You need a straight answer, not more hype: where AI would actually save you hours or win you work (quoting, scheduling, follow-up, the paperwork), where it wouldn’t, and what to fix first. We don’t just advise on AI; we run our own firm on it.
The Product
One read across your whole business.
Instead of six vendors and no one seeing the whole picture: one scored, decision-grade read, honest about AI, with a sequenced plan to act on it.
- Your overall readiness & value score
- Sub-scores across strategy, brand, operations & data
- Your top priorities, in order
- The AI verdict: where it would pay you back, where it wouldn’t
- A roadmap with a costed next step
The Platform
Four arms beneath one diagnostic.
Begin with one arm; expand as the relationship deepens.
Established, profitable businesses, acquired from founders ready to transition and held for the long term.
Explore Capital → Heritage AdvisoryStrategic ClarityExecutive strategy, growth, exit-readiness, and a straight answer on which AI would pay you back and which won’t.
Explore Advisory → Heritage StudioBrand & DigitalResearch-led brand, website, and customer-experience work for businesses that have outgrown how they present themselves.
Explore Studio → Heritage IntelligenceOperations & AutomationSystems, automation, data, and payments, modernized in phases, with AI only where the return is measured.
Explore Intelligence →Is This You?
Founders come to Heritage at a crossroads.
You're thinking about what comes next, but you're not ready to hand it to just anyone.
Private equity has approached you, and it felt wrong: too transactional, too focused on cutting.
You're being sold AI from every direction, with no one honest about what's real.
The business is strong, but the systems, brand, or operations haven't kept pace.
How We Work
From first conversation to long-term partnership.
Discovery
An honest first conversation.
What you getA real read. No pitch, no pressure.
Diagnostic
Scored across strategy, brand, operations, and where AI fits.
What you getYour top-3 fixes, an honest AI verdict, a costed next step.
Engagement
One arm first. Fast delivery.
What you getSenior review on every deliverable.
Partnership
Most clients expand across arms over time.
What you getWhere it fits, a path to ownership.
Three honest outcomes. We say this out loud.
Every engagement is a potential acquisition. You should know that on day one, not discover it in month six.
Heritage acquires
Your business becomes a Heritage company. Long-term hold, stewarded forward.
Exit-ready, your sale
We prepare the business and you run your own transaction from strength. Heritage can participate through an equity stake in the outcome.
The relationship matures
The retainer deepens over years toward a future capital event, on your clock.
Ways to Work With Us
Start free. Go as deep as you choose.
Know where you stand
The Scorecard, the Field Guide, the Deal Navigator, and a call with a principal.
CostFree. No account, no pitch.
The Diagnostic Call
A scored read across strategy, brand, operations, and where AI actually fits.
CostA paid engagement, shared in conversation.
Fix what a buyer will find
Readiness retainers, transaction-ready rebuilds, and technology readiness.
CostScoped to you, in conversation.
A senior operator in your corner
Live-deal coaching and the Deal Navigator, at the table when it counts.
CostScoped to the deal.
Our pricing rule: no price list. Every engagement is scoped to you, in conversation, before you commit to anything.
For Owners Ready to Transition
We buy businesses worth keeping.
More owners are reaching transition than at any time in a generation, most without a plan or anyone they’d trust.
The team stays
The people who built this with you stay. We grow careers, we don’t gut payroll. Culture is an asset, not a line item.
The brand carries forward
The reputation you built keeps working. We steward it. We don’t strip it for parts.
Built to keep
No five-year flip, no fire sale. What you made outlives the transaction.
We are not a private equity firm. No financial engineering, no cost-cutting, no flips. We acquire to steward and hold for the long term.
If you care what happens to your team, your customers, and your name after you step back, that’s the conversation we want.
How Heritage Capital works →New · Deal Navigator
A deal on the table? Get your setplay first.
Answer a focused set of questions about the business, the other party, and the terms. In about ten minutes you'll have a private Deal Memorandum: a valuation lens, a recommended structure with your anchor and floor, and a move-by-move negotiation setplay. Free, and emailed to you.