Our success stories don’t get defined by a single event, but rather by the differences we make for our clients every day. We are able to achieve success every day by preparing businesses and owners to overcome obstacles.
Our clients trust us to deliver the best advice for their situation and not just advice that fits our solutions.
What we do isn’t convoluted, but it is complex. Our first success comes from our ability to break down barriers. We respectfully give honest, professional advice even when at times the advice is difficult to accept or adopt.
Businesses are living breathing entities. They go through good times and bad times, growing times and cutting times. Understanding the cycles of where and why, how and when minimizes the risks to the business entity. Success gets defined differently at a micro and macro level for each client as each one faces a unique set of challenges that need to be addressed.
Simply stated, we prepare companies to overcome obstacles. We prepare companies to reach their objectives, and we do this like none other.
We are heavily linked to the financial markets and maintain relationships with lenders, investors, and strategic intermediaries that facilitate the typically highly confidential transition of ownership of a business.
A Snapshot of What Our Clients Say About Us
“They helped reposition our company to take advantage of future growth opportunities. We have been struggling to refinance since our bank of 15 years decided to move away from this industry. A refinancing will allow us to continue to provide our clients with the best services available.” – Owner of a logistics and supply company
“The corporate strategists at Heritage & York came in and made it happen – they understood what we needed.” - Owner of an equipment company
“It’s a hard market, and Heritage & York is still able to develop solutions for us. With their expertise, we believe we are in the best hands going forward.” – Owner of a company that provides heavy construction services
“Heritage & York have been able to identify and address so many obstacles that were in our way. I’m blown away by their abilities.” – Owner of a heavy tool and die company
“It is so refreshing to have a shoulder to lean on. I don’t know if we could have even imagined making it without their expertise and guidance. We went through the hardest of times, but have great hope now for our future.” – Owner of a manufacturing company
“I had no idea how many options were really available to me to exit my company. Every owner should know about all their options and start planning accordingly. Thanks for adding years to my retirement.” – Owner of a logistics company
“I thought we had a handle on where we were going until Heritage & York showed a big hole in our thinking. We are back on track because of them. Great people!” – Owner of a high-tech distribution company
“We thought we wanted to sell our company until Heritage & York helped us understand what we were doing wrong. Our only regret is not meeting with Heritage & York sooner. Thanks for everything.” – Owner of an engineering company