Heritage Corporate Advisors

Heritage Answers Challenges


  • Business owner goals in the face of challenge and transition:
  • Maintain company history and identity that they have worked hard to build
  • Improve cash flow
  • Grow business value
  • Translate a portion of ownership into cash
  • Maintain required staffing levels

Why Heritage?

  • Heritage teams with the owner to face their challenges and goals.
  • The Heritage team has significant experience navigating the issues that face privately held and multi-generational family owned businesses.
  • The Heritage team provides cross-functional perspectives on financial, strategic, supply chain, operations, sales, marketing, real estate, legal, information technology and human resource issues.
  • Heritage has capital sources and financing capabilities to achieve its objective of owning successful businesses.