About Us

Heritage helps entrepreneurs determine, plan for and achieve their exit objectives. We create Exit Plans that allow business owners to leave their companies when they want, to whom they want and with the amount of cash they need. Exit planning is a process that helps business owners grow their business while minimizing problems, mitigating risk and taking steps to increase its value. Every owner will eventually leave their company; whether they do it on their own terms depends on the specific exit planning actions they take before they leave.

Whether you are a business owner with specific retirement goals, or if you plan on working in your business for many years to come, Heritage can help plan a flexible and successful business exit. Far too often, Exit Plans are created and driven by separate professional advisors who simply don't have the total perspective or specialized knowledge to orchestrate the most effective Exit Plan. Heritage Transition Consulting provides counsel and support from seasoned professionals in exit planning activities, eliminating the need for you to coordinate various services. Our customized, integrated approach ensures business owners that all the elements of their Exit Plan work together to provide a strategy that serves their business today--and tomorrow.