Advisory
Business direction, priorities and execution. Scope, outputs and acceptance checks are agreed before the work starts.
Explore Advisory →Heritage, explained
One firm. Clear relationships.
Advisory, Studio and Intelligence help clients strengthen their businesses. Capital considers acquisitions as a principal buyer. The relationship is explicit from the start.
By Reetika Gupta and Varun Mahajan
What Heritage does
We buy, build and steward businesses worth keeping.
That purpose supports different kinds of work. A client can hire Heritage for a defined business problem without considering a sale. An owner can speak with Capital about a possible acquisition without buying a service. The Read is an optional diagnostic, not a mandatory gateway to either relationship.
Studio
Positioning, brand, customer experience and execution. Better communication must be grounded in what the business can actually deliver. A rebrand cannot fix a broken operation, and we will say so first.
Explore Studio →Intelligence
Operations, workflows, systems and technology. Understand the process before choosing software or AI, then define how useful improvement will be assessed. Most businesses need process fixes before technology.
Explore Intelligence →Capital: a separate ownership conversation
Heritage considers acquisitions as a principal, with the intention to own and operate for the long term. Capital’s acquisition focus does not define the eligibility of every service client. The current acquisition focus and fit criteria are on the Capital page.
Heritage does not act as a business broker, represent buyers or sellers for commission, or promise a transaction. A purchase requires its own diligence, agreements and decisions.
Read Capital’s approach →The service and buyer boundary
Paid service work must not become an undisclosed acquisition process. Our advice is loyal to the owner, including advice not to sell to us. If we become interested in buying a business we are working with, through Advisory, Studio, Intelligence or The Read, we stop that work on the business and tell the owner plainly before any purchase discussion begins. Any purchase discussion then starts fresh, at arm’s length, as a separate process, and we recommend the owner take independent legal and financial advice first. The service record stays separate; Capital obtains its own diligence evidence through that fresh process.
If selling to us is the wrong move for you, Advisory will say so in writing, even though it costs us the deal. There is never a success fee.
Scope, outputs and acceptance checks are agreed before the work starts. Buying a service does not commit a client to further services or to selling the business.
The people and the evidence
Reetika Gupta, President. Varun Mahajan leads Platform and Technology and speaks with owners across Heritage, Capital included.
The record distinguishes the principals’ and partners’ previous work from engagements completed by Heritage Platform Group, Inc. Experience is context, not a guarantee of an outcome. We are young as a firm. The record page states exactly what we have done and what we have not.
Read the record and its limits →Choose the next step
Our interest: This piece is us describing us. The cons in it are real, but they were chosen by the party they describe; the tests elsewhere in this library are the sharper instrument.
Your accountant, attorney, and family make every real decision with you.
Start directly with a service team, explore The Read if the question is broader, or speak with Capital if ownership is the subject. You can also keep reading and use the worksheets independently.