The Read
A senior, honest read on where you actually stand.
The Read is our consultative diagnostic — not a self-serve quiz. A principal looks at what your business is worth, the few levers quietly driving it, and what to do first. You get a straight answer, delivered in conversation, before you decide anything. Sometimes the read says keep it, and explains why. You keep the document either way.
What it covers
One clear read across the decisions that set your value.
- What your business is realistically worth today, and the levers that move it.
- Where you stand on the things buyers and successors actually scrutinize.
- The two or three moves that would matter most, in order.
- Whether Heritage is your buyer — and if we’re not, we’ll say so plainly.
How you get it
The Read is delivered by a principal when you engage — there’s no form to fill out and no score to game. Start a conversation, tell us where the business stands, and we’ll tell you what we’d look at first.