FAQ

Heritage M&A provides comprehensive services in mergers and acquisitions, including sourcing potential deals, matching buyers and sellers, and executing transactions efficiently using advanced technology and AI, while supporting you through every step of the process.

We operate on a zero-fee structure until a successful transaction is completed. This means you don't pay any upfront or interim fees; our fees are entirely success-based.

You can start by scheduling a free consultation through our website. We'll discuss your needs, provide a preliminary assessment, and guide you through the next steps.

Absolutely, we provide services specialized to SMEs and Family Businesses where the owner is looking to retire and is looking for a profitable and satisfactory path to guarantee a successful business succession. Do not hesitate to reach out to our experts for a free consultation to discuss your specific situation.

The time frame can vary, but the quickest transactions can be completed in as little as a few months from the mandate we received. This includes sourcing potential buyers, conducting due diligence, and finalizing the contract. We leverage AI and other advanced technologies to streamline the M&A process, improving accuracy and reducing the timeline of sourcing, matching, and executing deals.

Yes, we offer free consultations and valuations to help you understand your options and the value of your business without any commitment.

We cater to a wide range of industries, ensuring tailored M&A solutions based on specific sector needs and market conditions. We recommend contacting us for a free consultation to discuss your specific situation.

Our no-fee-until-success model, use of advanced technology, comprehensive support from experienced advisers, and an expertise in the efficient and accurate execution of successful deals set us apart from other firms, in particular in the framework of business succession of SMEs and Family Businesses.

Yes, we take confidentiality very seriously. We only disclose information to potential buyers after signing a non-disclosure agreement (NDA) to ensure your business details always remain secure.

Yes, there are many cases where unprofitable companies have been successfully sold. We recommend contacting us for a free consultation to discuss your specific situation.

Yes, we can help with partial business transfers, including business unit sales, asset deals, transfer of going concerns and company splits. Contact us to discuss the best approach for your needs.

This depends on the agreement. In some cases, the CEO / Owner may continue to be involved in the business, while in others, they may retire. We work according to the preferences of the business owner.