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Married, living in New York
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​Born in UK
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20 Years Supporting Sellers
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50+ Closed Transaction Over Last 10 Years
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Extensive Operational & Leadership Experience
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Completed Multiple Ironman Triathlons
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SBA Pre-Qualified
ABOUT ADAM TINDALL
My name is Adam Tindall. I founded Heritance Partners with my family to acquire and grow service businesses.
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For twenty years, I have advised founders and family-owned companies on succession, growth, and strategic exits, guiding hundreds of owners through one of the most significant financial and personal decisions of their lives.
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After two decades sitting beside sellers at the negotiating table, I made the decision to move from advisor to buyer. To build something lasting for my family and to become the kind of owner I always hoped my clients would find.
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Selling a business is more than a transaction, it’s the passing of something built over decades. Having worked with hundreds of founders, I meet owners where they are and help them achieve outcomes aligned with their goals, timing, and what matters most.
EXPERIENCE
From advisor to operator to owner. Experience built to protect and grow what you’ve created.
Operational leadership
I’ve built and led service businesses, scaling a national practice tenfold with full P&L responsibility and a 30+ person team. My focus has always been the same: develop people into leaders, build a culture that inspires and endures, and put systems in place that support consistent growth and high-quality service.
I bring that same discipline as an owner, committed to strengthening the foundation you’ve built and carrying it forward with care.
Transaction advisory
For twenty years, I’ve advised founders through growth, positioning, and exit, completing 50+ transactions with a 90% close rate in the last five years. I understand what makes businesses succeed and what separates deals that simply close from those that endure. I have always taken the responsibility of finding the right home for a business seriously, with a focus on protecting the team, the culture, and the future of the company. As a buyer, I bring that same discipline and care to every transaction.
20 yrs
Advising founders
10x
Revenue Growth
30+
Professionals led
P&L
Responsibility
50+
M&A deals closed
ACQUISITION CRITERIA
Businesses
we Buy
We focus on three categories of established services businesses in the NY tri-state area / remote businesses.
01
Essential services
Services that maintain critical infrastructure, buildings, and day-to-day operations.
Includes electrical & plumbing services, HVAC, fire and life safety, pest control, landscaping, and facilities maintenance.
02
Tech-enabled services
Systems-driven services embedded in infrastructure, delivered through monitoring and recurring workflows.
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Includes managed IT, cybersecurity, backup and recovery, and infrastructure support.
03
Professional services
Trusted advisors helping businesses manage finances, risk, compliance, and operations.
Includes accounting, insurance, outsourced HR, medical billing, and advisory services.
IDEAL PROFILE
$1-2M
SDE / EBITDA
5+ yrs
In operation
≥ 15%
SDE / EBITDA Margin
Stable
Cash flows
Day-to-Day
Operator In Place
OUR PROCESS
A clear path
to closing
Our approach is straightforward and relationship-driven. We make decisions directly, move efficiently, and respect your time, handling each step with care and complete confidentiality.
1
Introductory call
A confidential conversation to understand your goals, your timing, and what matters most to you.
2
NDA & initial information
We sign a mutual NDA and review your financials and key information. No need to prepare anything new.
3
Letter of intent
We provide a clear, written offer outlining valuation, structure, and key terms. You review it with your advisors and decide how to proceed.
4
Due diligence & underwriting
We work in parallel with our lending partners to complete underwriting while conducting a focused review of the business. This confirms key details and ensures a smooth path to closing, with minimal disruption to you and your team.
5
Contracting
Our attorneys prepare the purchase agreement. We work through final details together and move toward signing.
6
Completion & funding
Funds are transferred, ownership changes, and we begin a transition that works for you, whether that means stepping away or staying involved.
CONTACT US
Start with a conversation.
You have spent decades building something meaningful. When the time comes to consider what comes next, the decision deserves care, clarity, and the right partner.
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Whether you are ready to step back or simply beginning to explore your options, I welcome a private conversation. No pressure. No presentation. Just a thoughtful discussion about your goals, your timeline, and what feels right for you.
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