The business
Preserve what makes it work
Start with the relationships, team, name and operating strengths that created the value.
Heritage Capital · Northern California
A long-term home for a business worth keeping.
We acquire established, profitable businesses with the intention to own and operate them for the long term. The conversation starts with what you want for the business, your people and your next chapter.
Our starting point
Continuity, with room to improve.
The transition
Make the handoff explicit
Discuss a full sale, gradual handoff or continued involvement, with responsibilities and terms agreed together.
The ownership
Build beyond a resale date
Our intention is to keep and run what we buy, with improvements that strengthen it for the long term.
Acquisition fit
A clear place to start the conversation.
Where we focus
- Northern California.
- Trades, field services and specialty manufacturing.
- Established operations, typically five or more years.
- Repeat or recurring customers and a dependable operating history.
- Cash flow that can support management and the acquisition structure.
Tell us the situation.
Owner dependence, timing and succession plans are part of the conversation. If the business is close to our focus, ask. We will explain whether there is a fit.
If your priority is broad market exposure and the highest available bid, a broker-led process may fit better. Heritage does not act as your broker or collect sale commissions.
Before an acquisition
Understand the business and the handoff.
- Discuss fit and goalsThe business, the owner’s priorities and the timing.
- Examine the evidenceFinancials, customers, team, operations and what must carry forward.
- Agree the terms and transitionA written structure with clear responsibilities and expectations.
Keep, delegate, succession and partnership remain valid paths. Compare your options →
Stewardship
The work continues after the handoff.
We buy with the intention to keep. Our starting assumption is continuity: the name, people, customer relationships and operating strengths of the business.
Improvement is sequenced around the operating business. Systems, brand and management should support the team and the customers who already rely on it.
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 →
Read before you decide
Useful thinking, open to everyone.
Owner’s Library
Inventory or a home?
Questions to ask about a buyer’s intentions.
Read the pieceOwner’s Library
What we have actually done
The principals’ and partners’ record, in context.
Read the pieceYour next move
Talk about the next chapter.
Start with the business, your goals and what you want to preserve.
Discuss an ownership transition