Our Mission

Helping Clients Expand Their Success and Build Their Heritage.

Heritage Capital Group’s mission is to help our clients establish their enduring heritage, and achieve their life and economic goals by assisting them in:

  • Selling their company
  • Buying a company
  • Growing their company
  • Developing strategies for their company
  • Solving problems for their company

We will operate with the highest integrity and represent our clients’ best interests, while treating everyone we encounter with respect and fairness.

Our Clients Say It Best

“Going into this process, I had no idea how critical Heritage would be to making this deal happen and to my eventual bottom-line. The Heritage team’s work ethic was undeniable and I felt like everything they did was in my best interest.”

David Williams, Power & Pumps

“The Heritage team provided us with insightful analysis and a deep understanding of market indicators. They knew exactly the right moment to move forward with the transaction, helping us negotiate maximum return for a beloved enterprise that we spent 20 years building.”

Diane Brunet, Brunet-García

“Heritage brought their experience and, certainly, their level of professionalism to the sale process. I would not have wanted to go through this transaction without their partnership.”

Mark Davis, Atlas Greenhouse

“In Heritage, I found a trusted partner who understood and valued my personal goals for the sale of the business. I relied on their advice and expertise to successfully close the transaction and maximize my financial results.”

Thilo Hessler, Versatrim

“Heritage’s attention to detail and confidentiality made our management team feel comfortable with the requirements needed during each phase of this deal. Their expertise in the steel industry made the process much more fluid than we believed possible.”

Mike Young, Klein Steel Service

“In Heritage, I found a partner who understood the value of a multi-generational business and was able to seamlessly navigate the transaction process from start to finish.”

Michael Fletchall, Illingworth Engineering Company

“They made sure that I was able to continue the important task of running my business while moving the deal efficiently to close. With Heritage, I was confident that I was getting the best deal.”

Philip M. Ghiotto, Ghiotto & Associates

“They were looking out for my best interest.”

Dr. Scot Ackerman, M.D., Ackerman Cancer Center

“I knew that I could trust them.”

Wes Bernhardt, Bernhardt Lab

“Heritage brought not only knowledge and nationwide contacts in the capital markets, but also senior-level operating expertise to supplement our team.”

Charles Koukoulis, KCI Aviation

“There is no way that I would ever do a purchase or a sales transaction of a business without the involvement of Heritage Capital.”

Rick Manges, ICL Jax

“Heritage could provide to me the same services that I could get from a big name firm from Chicago or New York.”

Ken Maszy, Atlantic Quality Parts

“They are here in Jacksonville, but their reach is far beyond.”

Dave Matchett, DXM Marketing Group

“We were really comfortable with their expertise & knowledge to bring our company to market.”

Roger Mullins, Itel Laboratories

“They were my partner at the table.”

Ashley Rea, Drummac

“Heritage brings to the table vast experience in business & in doing transactions.”

Jim Hoener, Ameritape

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