Operations & technology · Worksheet
Payment Handoff Map
Trace one completed job from completion evidence to invoice and payment.
Open the worksheet →Heritage Tools
Put the next question
on paper.
Eight practical worksheets for decisions, customer choices, payment handoffs and business evidence. Use the tool that fits your situation; no engagement is required.
A small working document. A clearer next move.
Brand & demand · Worksheet
Buyer Choice Map
Clarify the customer, alternatives and reasons to choose an offer.
Open the worksheet →Direction & growth · Worksheet
Next Decision Map
Clarify a prospective customer’s next decision, required evidence and agreed follow-up.
Open the worksheet →Brand & demand · Worksheet
One-Offer Launch Map
Map a focused offer, the customer it serves and how to test it.
Open the worksheet →Value & readiness · Worksheet
The add-back test
Separate recurring operating costs from proposed earnings adjustments.
Open the worksheet →Value & readiness · Worksheet
The evidence index
Organize supporting records and identify what is still missing.
Open the worksheet →Value & readiness · Worksheet
The first-hour sweep
Structure an initial review before drawing conclusions.
Open the worksheet →Value & readiness · Worksheet
The eight-driver self-assessment
Review the factors that can strengthen or weaken a business.
Open the worksheet →These worksheets organize your thinking; none provides a valuation, legal opinion or guaranteed outcome. Keep sensitive records in your own systems. The four interactive maps keep entries in the current browser tab; print before closing if you want to retain them.
When you want help
Choose the relationship that fits the work.
Work on the business
Advisory, Studio and Intelligence are standalone, fee-for-service relationships. You can approach a team directly; selling your business is not a condition.
Discuss a service need →Understand the next decision
The Read is an optional principal-led diagnostic when you want a broader view before choosing the work. Scope and timing are agreed first.
Explore The Read →Explore an ownership transition
Capital considers acquisitions as a principal buyer. This is a separate conversation from paid services, The Read included. Heritage does not represent you as a broker.
Explore Capital →