Where the business stands
Facts, assumptions and questions, grounded in the information available.
The Read · a principal-led business diagnostic
Know where you stand. Decide what comes next.
One conversation and a written view of the evidence, dependencies and two or three moves worth making first.
We choose the owners we work with. The Read is how we both decide. Already know what you need? Go to Advisory, Studio, Intelligence or Capital. Talk with us →
What you leave with
A written view, discussed with you.
What deserves attention
Two or three priorities, in order, with the reasons they matter.
Which choices remain open
Keep, delegate, succeed, partner or sell. The decision remains yours.
Heritage also buys businesses; you choose the path, including whether Heritage is your buyer.
After you request it
What happens next.
A principal reads your note and replies within two business days. If there is a fit, we agree the scope, timing and fees together before work begins. If there is not, we will say so and point you somewhere useful.
Before you request it
Three practical questions.
Do I have to be considering a sale?
No. Growth, positioning, sales, owner dependence and succession are all valid reasons to start.
What should I prepare?
Begin with a short description of the business and the decision in front of you. A principal will explain what evidence the agreed scope needs.
Is this a valuation or an offer?
The Read offers a working view based on available evidence. It is not a purchase offer or a guaranteed sale price.
Request The Read
What would you like to understand?
Tell us about the business and the next decision.
Varun Mahajan or Reetika Gupta reads every message and replies within two business days.
Prefer email? info@heritageplatformgroup.com
Or call (408) 475-4706.