
A Thoughtful Exit for Great Business Owners
We acquire durable small businesses and carry them forward—with respect for what's been built, and care for what comes next.
Who We Are
We’re not a fund. We’re family-first operators who understand the pride and pressure of running a business. Heritance Partners exists to honor your legacy, protect your people, and ensure your business continues to thrive under values-driven leadership.
Our Approach
Most buyers talk about “growth.” We start with preservation.
No rebrands. No mass layoffs. No spin.
We treat every business like it’s our own because one day, it will be. Our commitment is simple:
✔️ Respect your legacy
✔️ Protect your team
✔️ Deliver a seamless, human transition
We don’t just do deals. We build trust.
What We Believe
Heritance is built on five core beliefs:
Build on What Works - We acquire strong, stable businesses. Not turnarounds.
People Come First - Relationships are the real assets in any business.
Leadership over Management - Empowered operators drive results—not bureaucracy
Trust is the Business Model - We do what we say, and we stand by our word.
Autonomy Creates Opportunity - Our operators lead like owners—with freedom and responsibility
Thinking About an Exit?
You’ve spent decades building something that matters. If you’re beginning to think about what comes next, we’d love to hear your story. Whether you're ready to step away or just starting to explore, we're here to listen—no pressure, no pitch. Just a conversation.