88% of business owners don’t have a succession plan for their business
Find out how to value your company and sell it for the most amount of money.
88% of business owners don’t have a succession plan for their business
Find out how to value your company and sell it for the most amount of money.
Cash Flowing Private Equity Investments
Heritage Wealth Capital is a trusted collective with decades of success helping clients grow and protect their assets. With a concrete investment thesis of investing in cash flowing private equity.
10,000 Baby boomers are retiring every single day. This represents a 10 Trillion dollar opportunity over the next 10 years.
We understand that this is your legacy
When you have poured your heart and soul into your company for so many years, you deserve to reap the rewards.
Every business is unique and every industry is different. Partnering with the right strategic alliance that can not only find the right successors, but also structure the right post-acquisition plan for cash flow and tax minimization is key.
- Specific Industry Knowledge from a full M&A SERVICE
- Over a century of combined knowledge across varied industries
- 90% of businesses listed on retail websites will never sell - we offer guaranteed sale opportunities
We are focused on the future
Our philosophy centers around making long-term investments with an eye towards preserving capital and generating returns that can last for decades, even if market conditions change dramatically in this time period!
Want To Be Our Next Acquisition?
The Wall Street Exit Method Process
At Heritage Wealth Capital, we follow a simple exit strategy process that has helped us achieve success for our clients time and time again.
Step one
Contact us for your free business appraisal by filling out the form at the bottom of this page. Include your information so that we can easily contact you.
Step two
Establish your baseline – establishing the health of your business, market analysis, and competitor analysis.
Step three
Maximize your value – Recasting the financials and growth strategies.
Step four
Minimize outflows – Cleaning up and organizing your business for maximum return.
Step five
Legacy Wealth Planning – Minimize the tax bite of sale, replacing current income after the sale of the business, and ensuring a comfortable retirement.
Our goals are mutually aligned in this process
Our Team of Experts
Our Team has a deep understanding of the financial markets and use their skills and knowledge to make informed investment decisions that help our clients reach their financial goals. As a result, Heritage Wealth Capital is able to provide its clients with the highest level of service and support possible. We are confident in our ability to help our clients achieve their financial goals and we look forward to working with them to create a bright future.
I enjoyed working with the professional team at Heritage Wealth Capital. They are extremely good at what they do, which gave me the utmost confidence in them and what they said they could do for me. They definitely delivered!
Christina
Designer
The Team at Heritage Wealth Capital are really great with what they do. They were able to help me after many others turned me away. I am excited for my future. Thank you again!
Zachary
Start-Up CEO
I learned so much from the team, that I was able to land my first business within 6 months and I am currently negotiating a deal on my second. Absolutely life-changing stuff.