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Heritage M&A Research
InstituteWhere Legacy Meets Opportunity.
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Zero Fees until Success
Offering an entirely result-based remuneration scheme.
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Driven by Efficiency
Dedicating ourselves to provide a seamless and swift result-driven service.
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Enhanced by AI
Providing a deep knowledge of the M&A mechanisms combined with cutting-edge technology and AI for enhance completion rate and speed of execution.
-
Heritage M&A Research
InstituteWhere Legacy Meets Opportunity.
-
Zero Fees until Success
Offering an entirely result-based remuneration scheme.
-
Driven by Efficiency
Dedicating ourselves to provide a seamless and swift result-driven service.
-
Enhanced by AI
Providing a deep knowledge of the M&A mechanisms combined with cutting-edge technology and AI for enhance completion rate and speed of execution.
“Often, when you think you’re at the end of something, you’re at the beginning of something else.”
"Heritage M&A Research Institute is Revolutionizing the traditional M&A process with advanced technology and an innovative business model."
“Lindy Effect: The longer something has been successful, the more likely it is to continue to be successful. That is why you should buy a business instead of starting one.”
HERITAGE M&A RESEARCH INSTITUTE
So, how we do it. The Heritage process.
We have optimized all our processes and flows in order to provide our client with a seamless experience aimed at shortening the time for M&A completion and simplifying the operational flows, always with a result driven approach.
The process
Sourcing
Identifying the Opportunities.
Fast, Efficient and Targeted sourcing of counterparts in M&A transactions.
Matching
Connecting with the Ideal Target.
Offering a suite of technology driven M&A intermediation services, specializing in connecting business buyers to sellers, streamlining the technical steps of M&A transactions and ensuring a smooth transition of businesses.
Execution
Efficient Negotiation & Closure.
End-to-end support in the transaction (valuation, business & technical documentation, interview preps…).
The Heritage Model
ZERO FEES
UNTIL SUCCESS
HERITAGE M&A RESEARCH INSTITUTE
Fully Success Fee-Based model
We work for free until the closure of the deal, being committed to transparency and efficiency.
We start to work and prove our value right away, trusting we can bring the desired results.
While we enjoy the journey with you, the success we promise is the result, not the process.
Result-driven, with predictable costs. Our payoff is aligned with yours.
Seller. Succession. Business Transfer. Valuation. Legacy.
Seller. Succession. Business Transfer. Valuation. Legacy.
Buyer. Synergies. Efficiency. Opportunities. Results.
Buyer. Synergies. Efficiency. Opportunities. Results.
our promise
The Heritage Promise
Whichever way the request comes from, the Heritage outcome is always the same. We are committed to excellence, ensuring seamless transactions and strategic growth opportunities. Our dedicated team tailors bespoke M&A solutions, empowering your business to achieve its full potential and thrive in a competitive marketplace.
Our approach is centered around achieving tangible outcomes, ensuring our clients' objectives are met with precision and efficiency.
We provide comprehensive support at every stage of the process, offering guidance and expertise to address all aspects of our clients' needs.
Our remuneration structure is based solely on success, aligning our incentives with our clients’ goals and ensuring a mutually beneficial outcome.
At Heritage, we pride ourselves on being industry agnostic. Our expertise spans across diverse sectors, allowing us to provide tailored M&A solutions that meet the unique needs of businesses, regardless of their industry.
Let’s talk.
HERITAGE M&A RESEARCH INSTITUTE
We serve a growing clientele that seeks a trustworthy partner.
For people who want to be considered for who they are — not a transaction. People that share our entrepreneurial mindset, structured approach, and responsible values.
Valuation.
Latest insights from Heritage
Valuable knowledge about M&A, Business Succession, Family Businesses and related matters.


Exploring the Dynamics of Buying and Selling a Business: A Strategic Guide

The Importance of Preparation in Selling Your Business: Action Driven Mindset
HERITAGE M&A RESEARCH INSTITUTE
ONBOARDING IN A
MATTER OF CLICKS
Join us effortlessly as a Seller, Buyer, or Partner and experience a seamless onboarding process. Our streamlined approach ensures you can get started easily, providing you with the support and resources needed for a successful journey.
