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Brian Bernstein
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Trusted broker with 500+ lifetime listings. Helping owners sell confidentially for top value.

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Heritage Business Brokers

New York, New York

Heritage Business Brokers specializes in confidential business sales for owners who want results — not excuses. Led by a seasoned broker with 500+ lifetime listings, we help sellers maximize value, maintain strict confidentiality, and exit on their terms through a disciplined, execution-first process.

We represent businesses of all sizes, from owner-operated companies to multi-unit and lower middle-market transactions. Most engagements are structured non-exclusively, giving sellers complete flexibility while we invest heavily in marketing, buyer outreach, and deal execution. We only get paid when we deliver a buyer.

Our process is strategic and unapologetically results-driven: we prepare the business properly, position it aggressively, create qualified buyer demand, and drive negotiations to closing.

We manage transactions end-to-end — valuation strategy, confidential marketing, NDA control, buyer vetting, LOIs, due diligence, and closing coordination — so owners stay focused on running their business while we run the sale.

Every engagement is handled with strict discretion. Financials are released only after NDAs and proof of funds are verified. We work with a nationwide network of serious buyers, operators, and investors across multiple industries, creating leverage to produce stronger outcomes.

If you’re considering selling, expect straight answers, decisive execution, and a broker who knows how to close. Our objective is simple: protect your privacy, control the process, and help you exit at top value.
Services Offered
Services Offered

Every engagement is handled with discretion, professionalism, and a results-driven mindset. Our focus is simple: attract qualified buyers, create leverage, and help sellers exit on strong terms.

• Confidential business sales advisory (nationwide)
• Valuation guidance and pricing strategy
• Non-exclusive listings (seller retains full flexibility)
• Professional marketing and direct buyer outreach
• NDA management and buyer pre-qualification
• Proof of funds screening
• LOI review and negotiation support
• Due diligence coordination
• Deal structuring guidance (cash, SBA, seller financing, hybrid transactions)
• Buyer matchmaking across multiple industries
• Transaction management from listing through closing (A–Z)
• Ongoing seller advisory throughout the sale process
Expertise

Experienced in but not limited to the following services and sectors. Contact for a full list.

  • Service Businesses
  • Transportation & Storage
  • Manufacturing
  • Non-Operating or Distressed Businesses
  • Virtual Consultation
  • Business Advising Services
Areas Served
Languages

English

Links
My Listings For Sale

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