Advisory
Make the next stage of growth deliberate.
Business strategy, customer discovery, offers, pricing, go-to-market and sales execution. Turn an important decision into an accountable plan.
Explore Advisory →For owners of established businesses
We buy, build, and steward businesses worth keeping.
Strategy, brand, technology and execution for the next chapter of your business. Strengthen growth, build the systems behind it, or explore a change in ownership.
We choose the owners we work with. Start with a service need, an ownership question or an optional Read, and we agree the right scope together. Or request The Read →
The work we can take on together
One business. Many ways to move it forward.
Studio
Make your value unmistakable.
Positioning, brand identity, websites, content, campaigns and customer experience. Carry one clear promise from first impression to the buying decision.
Explore Studio →Intelligence
Build a business that works better.
CRM and revenue systems, software, AI, automation, data, finance workflows and team adoption, scoped to the business. Connect the work and put the systems into use.
Explore Intelligence →Capital
Shape what comes next for ownership.
A separate conversation with a principal buyer about acquiring a business and what a transition could look like for the owner and the team. Fit and responsibilities are considered for each business.
Explore Capital →Services can begin with strategy, a defined build or ongoing execution. Each engagement names the goals, deliverables, responsibilities and terms. Capital is a separate ownership relationship.
Ventures · Early stage: taking first conversations
Build something with us.
Some ideas need more than advice. Explore a working conversation about a new product, a new line of business or a new company.
Explore VenturesThe Read
Understand the business before choosing the work.
A principal-led diagnostic: one conversation, one written view and a discussion of what deserves attention next.
You keep the document. It separates facts from assumptions, identifies two or three priorities and shows the choices still open. Advisory, Studio and Intelligence are standalone, fee-for-service work. Working with us does not require selling your business.
See what The Read coversExperience & accountability
A clear record. Accountable leadership.
300+
Businesses studied
100+
Businesses served
20
Offers made
3
Acquired and operated
These figures describe the principals’ and partners’ record, including work before Heritage. They are not counts of acquisitions or client engagements completed by Heritage Platform Group, Inc. Read the full record →
Experience across Visa, Meta, YouTube, BNP Paribas and Estée Lauder. This is our principals’ career experience, not a list of Heritage clients.
Meet the principals →Insights & tools
Read the evidence before you choose a path.
Keep, grow or transition?
Start with the decision, then examine the paths.
Read: Keep, grow or transition? →Where does business value come from?
Understand the drivers before debating a number.
Read: Where does business value come from? →What have we actually done?
Read the record and the limits of what it proves.
Read: What have we actually done? →Your next move
Start with the decision in front of you.
Tell us where the business stands and what you want to change. We will say honestly whether we are the right fit.
Start a conversation