For Buyers
Buy right. Keep well.
Acquisition advisory for operators buying a business to run, not flip. We sharpen your buy box, pressure-test your financing and structure, and keep the search disciplined from first criteria to close. The same process we use when we buy with our own capital.
The Search Problem
Most searches never end in a deal.
Plenty of buyers have capital and energy. Far fewer have discipline. Searches stall on a fuzzy buy box, thin deal flow, and structures that come apart in diligence. A year or two later there’s nothing to show for it but fatigue.
The gap isn’t effort. It’s a process built before you’re emotionally inside a deal: clear criteria, a real sourcing rhythm, and a written definition of the deals you’ll walk away from.
The Product
The Buy-Right Diagnostic.
One working session that turns a search into a system. You leave with your criteria in one sentence, your capital mapped to a real deal size, and your next three moves in order.
- Your buy box in one sentence: industry, size, geography, and why you’re the right owner for it
- Your purchase power mapped: equity, lender capacity, and seller-note appetite, honestly totaled
- A sourcing plan that earns broker callbacks instead of silence
- Deal structures modeled: cash at close, seller note, earnout, and what each piece signals to a seller
- Walk-away triggers set in writing, before the pressure of a live deal
Start with a Diagnostic Call. If it’s useful, the full Buy-Right Diagnostic follows. Already mid-deal? We scope deal support around where you actually are: structure, diligence priorities, negotiation prep.
Book a Diagnostic CallSkin in the Game
Advice from a buyer, not a bystander.
We’re not brokers, and we don’t take listing fees. Heritage acquires and holds businesses with its own capital. The advice you get is the process we run on our own deals, including the discipline to walk away.
And one thing we say plainly: because we buy too, a client’s mandate could someday overlap our own criteria. If that ever happens, we disclose it in writing before we engage, and you decide how to proceed. That standard is in every engagement letter we sign.
Is This You?
Buyers come to Heritage at every stage of the search.
You know you want to own a business, but “what kind” is still a paragraph, not a sentence.
You’re six months in. Plenty of listings, nothing worth an LOI, and you’re starting to wonder if the problem is you.
You have a deal in hand and a gut feeling, and nobody across the table is paid to tell you the truth about it.
The numbers work on paper, but the structure (note, earnout, financing) is where you feel out of your depth.