Reetika Gupta
President. Leads Capital and Studio.
Research, brand, design and customer experience inform her work on positioning, messaging and the buying journey.
About Heritage
Built for the long term.
Heritage works with owners who want to strengthen an established business and keep their options open. We also acquire businesses that we intend to own and operate for the long term.
The people
Know who is doing the work.
Varun Mahajan
Leads Platform and Technology. Speaks with owners across Heritage, Capital included.
Product, payments, billing and commercialization experience informs his work on offers, pricing, go-to-market, sales enablement and implementation leadership.
Our principals collectively bring experience across Visa, Meta, YouTube, BNP Paribas and Estée Lauder. This is their career experience, not a list of Heritage clients.
You work directly with the principals. The conversation, the priorities and the work stay connected.
Why Heritage
The business can be strong. The support around it can still be missing.
In conversations with owners, we found businesses with enduring customer relationships and deep operating knowledge, alongside systems, brands and succession plans that had fallen behind.
Heritage connects commercial strategy and execution: positioning, go-to-market, sales, marketing, product, pricing, payments and operations. The starting point is the customer problem and the change the owner wants to make. Advisory, Studio and Intelligence help owners on their own terms. Capital is a separate choice for owners considering an ownership transition.
A service engagement has value on its own. It is not a requirement or a pipeline into selling to Heritage.
If we become interested in buying a business we are advising, we stop advising on it and tell the owner plainly. Any purchase conversation starts fresh, at arm’s length, with the owner’s independent advisers. The advisory record stays separate; Capital obtains its own diligence evidence through that fresh process.
Experience behind Heritage
The record, with the context.
300+
Businesses studied
Acquisition research by our principals and partners.
100+
Businesses served
Across our principals’ careers in advisory, operations, brand and technology.
20
Offers made
Acquisition work by our principals and partners.
3
Acquired & operated
By principals and partners in automotive services, food retail and specialty manufacturing.
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 →
How we show up
A clear point of view. Accountable people.
Long-term
Build what will last.
Make decisions that strengthen the business over years, while addressing what needs attention now.
Candor
Say what the evidence supports.
Name what we know, what remains uncertain and what we would look at next.
Execution
Stay connected to the work.
Turn agreed priorities into sequenced work with the people responsible for carrying it forward.
Common questions
Straight answers.
Can I work with Heritage without selling?
Yes. Advisory, Studio and Intelligence are standalone services. Keeping your business is a complete outcome.
What happens when I engage Heritage?
Begin with a focused strategy or implementation project when the job is clear. For a broader diagnosis, The Read provides a written view of priorities and options. Scope, delivery team, timing and fees are agreed before work begins; buying a service does not start a Capital process.
Who will I work with?
Reetika Gupta and Varun Mahajan, Heritage's principals, lead the work and speak with owners directly. The people and scope for an engagement are agreed before it starts.
What businesses fit?
Established, owner-led businesses seeking growth, modernization or a transition. Capital focuses on Northern California; service engagements are considered across a wider range of industries and locations.
Your next move
Start with the decision in front of you.
Tell us where the business stands and what you want to change.
Explore The Read