Sell your business privately, with qualified buyers competing.
We prepare the company, bring qualified buyers into a private process, and manage the transaction through closing. You choose the offer.
BACKED BY Y COMBINATORWhere are you today?
Several buyers compete privately.
We find and qualify several buyers for your business and run the process privately. You compare their offers instead of negotiating with whoever approached you.
Financial preparation
Before any buyer sees the business, we reconcile the books, tax returns, and payroll. Buyers, lenders, and diligence all get the same figures.
How the reconciliation worksBefore these four lines
Who sees what
Buyers start with an anonymous overview. They learn your name after signing an NDA and see detailed records only after we qualify them.
The six levelsLevel 0 · Nothing public · Visible 0 of 5
- Heirloom · Revoked Northgate HVAC access · Matched an owner exclusion
- No entry yet
Compare offers
The highest price is not always the best offer. We rank offers on what you receive, when, and how likely the deal is to close.
Rewards committed financing, a proven buyer, fewer conditions, and a shorter path to close.
Choose an offer.
You make four decisions. We run the rest.
Eight stages take a company from preparation to closing. Heirloom carries all eight, and brings you the four decisions only an owner can make.
The eight stagesWhen would you want the sale to close?
In 1 to 2 years
as one owner chose
- Offer ANot yet received
- Offer BNot yet received
- Offer CNot yet received
- Offer DNot yet received
Handled without you · 2 of 9 · Build the valuation and sale materials
A traditional sale runs 6 to 9 months. Heirloom averages 3 to 4.
40%faster than a traditional sale.
A traditional sale takes six to nine months from launch to closing. Heirloom closes in three to four on average, because the financial work is finished before launch and buyers are qualified before they take your time.
- 01Prepare before market
Books, tax returns, and payroll are reconciled before any buyer sees them.
- 02Qualify before meetings
Buyers sign an NDA and show financing before they take your time.
- 03Answer from organized records
Routine diligence questions are answered from approved records.
- 04Run financing and diligence together
Lender work and buyer diligence run in parallel.
- 05Escalate decisions quickly
Decisions that need you are raised quickly, and you get a weekly update.
Employees, customers, and the company name change hands too.
We weigh them in buyer selection and negotiation, alongside price.
Questions
A $5,000 engagement commitment and a 5% success fee. The $5,000 is credited against the fee if the business sells.
Not from Heirloom. We do not contact employees, customers, or suppliers without your approval.
The offer review is free. If you hire us to run the transaction, the success fee is 2.5%.
Three to four months on average from launch to closing, 40% faster than a traditional sale.
One named advisor owns the engagement from the first conversation through closing.