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Acompañamiento financiero para comprar y vender mi empresa


Our customers appreciate the relevant experience of the firm and the professionalism of its team

HERITAGE FINANCIAL ADVISORS provides financial and legal advisory services with the objective of helping you make appropriate decisions to reach your goals faster.

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Personalized approach, exhaustive methodology

  • M&A

  • Financing

  • Structuring of investment projects including PPPs

  • financial restructuring

  • Other financial issues like the design and implementation of Balance Scorecard and more

Advise you can trust

  • M&A

  • Wealth management

  • Design and implementation of family protocols

  • Real estate related transactions
  • Corporate advise
  • Tax advise related to M&A

  • International trade and transactions

"Heritage carried out for our company the valuation of 15 business units that allowed us to understand key business and risk factors associated with each industry and make strategic decisions relevant to the company.

The work was presented within strict time constraints to the satisfaction of the company's executives. "

Roberto Held, CFO, Avianca

"Heritage advised us in the process of selling our company, exceeding our expectations and working with us during the negotiation process and closing the transaction. The process began with understanding the value of the company and the important aspects that could influence the same at the time of a negotiation. Heritage sought a number of potential buyers always maintaining confidentiality in the industry. They are serious and responsible professionals who stood out for their knowledge and professionalism "

Silvia Esguerra, Cousins

"Heritage accompanied Rocsa in the process of acquiring Rosmi's raw materials marketing business unit. Subsequently, with the support of Heritage, we received the capitalization of a private equity fund for the acquisition of 100% of Inproquim"

Carlos Yaipén

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