Chicago  ·  Legacy Partnership

Your legacy deserves
to be protected.

We're here to partner with you for the journey ahead.

Highmont Heritage exists to partner with an owner to preserve, protect, and grow one exceptional business.

About Highmont

Charlie

Charlie spent his career guiding businesses through the sensitive process of transition planning. He is currently seeking to partner with one founder to support their transition — preserving the company's unique culture, driving continued performance, and protecting its legacy with the utmost care.

A partnership built
on your terms.

1

Initial Conversation

Tell us where your business is today, the legacy you want to preserve, and where you'd like it to go.

2

Partnership Proposal

We'll share our approach and offer. You'll decide if our partnership feels like the right fit to protect what you've built.

3

Transition Together

We close when you're ready. You choose what role, if any, you want going forward. We build the transition around your needs.

See Our Full Process

The conversation starts whenever you are.

No obligation. Completely confidential. Whenever you're ready.