Heritage Corporate Advisors

Eventually All Businesses Face
Challenges & Change


Succession Operations Competition
Ownership Capital Strategy
Conflict Marketing Emerging Technology
Management Sales

The Heritage Approach

  1. Meet with company ownership or management to understand their challenges and the opportunity for Heritage.
  2. Heritage is engaged by ownership or the company to perform an Opportunity Assessment.
  3. The Opportunity Assessment reviews all aspects of the business to evaluate the ownership situation and the operations of the company.
  4. During the Opportunity Assessment, Heritage reviews its evaluation at each and every step of the process with ownership or management.
  5. Heritage and ownership decide a course of action based upon the Opportunity Assessment.