Heritage & York Financial Group LLC is a small to middle-market advisory firm providing strategic services designed for the business ownership of small and midsized businesses. Services include helping companies obtain financing (including asset based lending, cashflow financing, leasing, factor…
Heritage & York Financial Group LLC is a small to middle-market advisory firm providing strategic services designed for the business ownership of small and midsized businesses. Services include helping companies obtain financing (including asset based lending, cashflow financing, leasing, factoring, equity, and mezzanine), mergers & acquisitions (focus on exit and wealth planning), advisory services, and executive improvement.
I am involved in assisting clients obtain capital to operate their businesses and advising on mergers and acquisitions. Transactions in the $500,000 to $20 million range.
Team (1)
Sectors Heritage & York Financial Group serves:
Consumer Goods
Industrials
Materials
Energy & Utilities
Retail
Technology
Business Services
Health Care
Life Sciences
Telecommunications
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