heritagewealthcapital.com Open in urlscan Pro
35.215.122.36  Public Scan

Form analysis
1 forms found in the DOM

Name: HWC Inquiry — POST

<form class="elementor-form" method="post" name="HWC Inquiry">
  <input type="hidden" name="post_id" value="215">
  <input type="hidden" name="form_id" value="d71f6b5">
  <input type="hidden" name="referer_title" value="Cash Flowing Private Equity Investments - Heritage Wealth Capital">
  <input type="hidden" name="queried_id" value="7">
  <div class="elementor-form-fields-wrapper elementor-labels-above">
    <div class="elementor-field-type-text elementor-field-group elementor-column elementor-field-group-name elementor-col-50 elementor-field-required">
      <label for="form-field-name" class="elementor-field-label"> First Name </label>
      <input size="1" type="text" name="form_fields[name]" id="form-field-name" class="elementor-field elementor-size-sm  elementor-field-textual" placeholder="First Name" required="required" aria-required="true">
    </div>
    <div class="elementor-field-type-text elementor-field-group elementor-column elementor-field-group-name elementor-col-50 elementor-field-required">
      <label for="form-field-name" class="elementor-field-label"> Last Name </label>
      <input size="1" type="text" name="form_fields[name]" id="form-field-name" class="elementor-field elementor-size-sm  elementor-field-textual" placeholder="Last Name" required="required" aria-required="true">
    </div>
    <div class="elementor-field-type-email elementor-field-group elementor-column elementor-field-group-email elementor-col-50 elementor-field-required">
      <label for="form-field-email" class="elementor-field-label"> Your Email </label>
      <input size="1" type="email" name="form_fields[email]" id="form-field-email" class="elementor-field elementor-size-sm  elementor-field-textual" placeholder="Email" required="required" aria-required="true">
    </div>
    <div class="elementor-field-type-text elementor-field-group elementor-column elementor-field-group-field_5614baf elementor-col-50 elementor-field-required">
      <label for="form-field-field_5614baf" class="elementor-field-label"> Phone Number </label>
      <input size="1" type="text" name="form_fields[field_5614baf]" id="form-field-field_5614baf" class="elementor-field elementor-size-sm  elementor-field-textual" required="required" aria-required="true">
    </div>
    <div class="elementor-field-type-text elementor-field-group elementor-column elementor-field-group-field_5614baf elementor-col-50">
      <label for="form-field-field_5614baf" class="elementor-field-label"> Business Name </label>
      <input size="1" type="text" name="form_fields[field_5614baf]" id="form-field-field_5614baf" class="elementor-field elementor-size-sm  elementor-field-textual">
    </div>
    <div class="elementor-field-type-text elementor-field-group elementor-column elementor-field-group-field_5614baf elementor-col-50">
      <label for="form-field-field_5614baf" class="elementor-field-label"> Industry </label>
      <input size="1" type="text" name="form_fields[field_5614baf]" id="form-field-field_5614baf" class="elementor-field elementor-size-sm  elementor-field-textual" placeholder="Eg: HVAC">
    </div>
    <div class="elementor-field-type-text elementor-field-group elementor-column elementor-field-group-field_5614baf elementor-col-50">
      <label for="form-field-field_5614baf" class="elementor-field-label"> Gross Revenue </label>
      <input size="1" type="text" name="form_fields[field_5614baf]" id="form-field-field_5614baf" class="elementor-field elementor-size-sm  elementor-field-textual">
    </div>
    <div class="elementor-field-type-text elementor-field-group elementor-column elementor-field-group-field_5614baf elementor-col-50">
      <label for="form-field-field_5614baf" class="elementor-field-label"> Net Profit </label>
      <input size="1" type="text" name="form_fields[field_5614baf]" id="form-field-field_5614baf" class="elementor-field elementor-size-sm  elementor-field-textual">
    </div>
    <div class="elementor-field-type-text elementor-field-group elementor-column elementor-field-group-field_5614baf elementor-col-50">
      <label for="form-field-field_5614baf" class="elementor-field-label"> Years in Business </label>
      <input size="1" type="text" name="form_fields[field_5614baf]" id="form-field-field_5614baf" class="elementor-field elementor-size-sm  elementor-field-textual">
    </div>
    <div class="elementor-field-type-text elementor-field-group elementor-column elementor-field-group-field_5614baf elementor-col-50">
      <label for="form-field-field_5614baf" class="elementor-field-label"> Exit Timeframe </label>
      <input size="1" type="text" name="form_fields[field_5614baf]" id="form-field-field_5614baf" class="elementor-field elementor-size-sm  elementor-field-textual">
    </div>
    <div class="elementor-field-type-textarea elementor-field-group elementor-column elementor-field-group-field_ea98caa elementor-col-100">
      <label for="form-field-field_ea98caa" class="elementor-field-label"> Desired exit price and goals </label>
      <textarea class="elementor-field-textual elementor-field  elementor-size-sm" name="form_fields[field_ea98caa]" id="form-field-field_ea98caa" rows="4" placeholder="Add any additional details here"></textarea>
    </div>
    <div class="elementor-field-group elementor-column elementor-field-type-submit elementor-col-100 e-form__buttons">
      <button class="elementor-button elementor-size-sm" type="submit">
        <span class="elementor-button-content-wrapper">
          <span class="elementor-button-text">Send Message</span>
        </span>
      </button>
    </div>
  </div>
</form>

Text Content

Skip to content
 * Home
 * About
 * Process
 * Our Team
 * Testimonials
 * Contact


 * Home
 * About
 * Process
 * Our Team
 * Testimonials
 * Contact


88% OF BUSINESS OWNERS DON’T HAVE A SUCCESSION PLAN FOR THEIR BUSINESS

FIND OUT HOW TO VALUE YOUR COMPANY AND SELL IT FOR THE MOST AMOUNT OF MONEY.

Get a Free Appraisal for my business


88% OF BUSINESS OWNERS DON’T HAVE A SUCCESSION PLAN FOR THEIR BUSINESS

FIND OUT HOW TO VALUE YOUR COMPANY AND SELL IT FOR THE MOST AMOUNT OF MONEY.

Get a Free Appraisal for my business


CASH FLOWING PRIVATE EQUITY INVESTMENTS

Heritage Wealth Capital is a trusted wealth management firm with decades of
success helping clients grow and protect their assets. With a concrete
investment thesis of investing in cash flowing private equity.

10,000 BABY BOOMERS ARE RETIRING EVERY SINGLE DAY. THIS REPRESENTS A 10 TRILLION
DOLLAR OPPORTUNITY OVER THE NEXT 10 YEARS.


WE UNDERSTAND THAT THIS IS YOUR LEGACY

WHEN YOU HAVE POURED YOUR HEART AND SOUL INTO YOUR COMPANY FOR SO MANY YEARS,
YOU DESERVE TO REAP THE REWARDS.

Every business is unique and every industry is different. Partnering with the
right strategic alliance that can not only find the right successors, but also
structure the right post-acquisition plan for cash flow and tax minimization is
key. 

 * Specific Industry Knowledge from a full service M&A Advisory Service
 * Over a century of combined knowledge across varied industries
 * 90% of businesses listed on retail websites will never sell - we offer
   guaranteed sale opportunities


WE ARE FOCUSED ON THE FUTURE

Our investment philosophy centers around making long-term investments with an
eye towards preserving capital and generating returns that can last for decades,
even if market conditions change dramatically in this time period!

WANT TO BE OUR NEXT ACQUISITION?

Get a Free Appraisal for my business
Accounting & Tax Firms
HVAC
Plumbing
Home Health Care
Event Management
Towing and Repair
Solar
Paving and Commercial Street Services
Janitorial Services
Urgent Care
Med Spa
Non Emergency Medical Transportation
Landscaping/Turf Management
Scalable Technologies and Products
Pest Control
Salon Suites
Fintech, Insurance, Mortgage
Accounting & Tax Firms
Fintech, Insurance, Mortgage
HVAC
Plumbing
Salon Suites
Home Health Care
Pest Control
Event Management
Scalable Technologies and Products
Towing and Repair
Landscaping/Turf Management
Solar
Non Emergency Medical Transportation
Paving and Commercial Street Services
Med Spa
Janitorial Services
Urgent Care


THE WALL STREET EXIT METHOD PROCESS

At Heritage Wealth Capital, we follow a simple exit strategy process that has
helped us achieve success for our clients time and time again.


STEP ONE

Contact us for your free business appraisal by filling out the form at the
bottom of this page. Include your information so that we can easily contact you.


STEP TWO

Establish your baseline – establishing the health of your business, market
analysis, and competitor analysis.


STEP THREE

Maximize your value – Recasting the financials and growth strategies.


STEP FOUR

Minimize outflows – Cleaning up and organizing your business for maximum return.


STEP FIVE

Legacy Wealth Planning – Minimize the tax bite of sale, replacing current income
after the sale of the business, and ensuring a comfortable retirement.



OUR GOALS ARE MUTUALLY ALIGNED IN THIS PROCESS

Partner with us


OUR TEAM OF INVESTMENT EXPERTS

Our Team has a deep understanding of the financial markets and use their skills
and knowledge to make informed investment decisions that help our clients reach
their financial goals. As a result, Heritage Wealth Capital is able to provide
its clients with the highest level of service and support possible. We are
confident in our ability to help our clients achieve their financial goals and
we look forward to working with them to create a bright future.

Meet the team

I enjoyed working with the professional team at Heritage Wealth Capital. They
are extremely good at what they do, which gave me the utmost confidence in them
and what they said they could do for me. They definitely delivered!

CHRISTINA

DESIGNER

The Team at Heritage Wealth Capital are really great with what they do. They
were able to help me after many others turned me away. I am excited for my
future. Thank you again!

ZACHARY

START-UP CEO

I learned so much from the team, that I was able to land my first business
within 6 months and I am currently negotiating a deal on my second. Absolutely
life-changing stuff.

JAMES

SENIOR MANAGE



WEALTH - GROWTH - EXPANSION


GET A FREE APPRAISAL FOR YOUR BUSINESS

We understand that exiting your business can be a difficult and emotional task.

There are so many options and strategies to choose from, and it can be hard to
know where to start. 
Let’s start by having a conversation about what your
business is worth and where you want to go with it.

First Name
Last Name
Your Email
Phone Number
Business Name
Industry
Gross Revenue
Net Profit
Years in Business
Exit Timeframe
Desired exit price and goals
Send Message

© Heritage Wealth Capital All rights Reserved | Privacy Policy | Terms and
Conditions |

On this website we use first or third-party tools that store small files
(cookie) on your device. We can directly use technical cookies, but you have the
right to choose whether or not to enable statistical and profiling cookies.
Enabling these cookies, you help us to offer you a better experience.

AcceptDisable