Operator-Led Succession Partner

Your legacy deserves
to be protected.

Gracefully helping you transition your legacy.

Explore Your Options See how we work

Highmont Heritage guides owners through succession, stepping in as a dedicated, long-term partner to preserve, protect, and grow an enduring business.

About Highmont

Charles Birts

Charlie has dedicated his career to the careful stewardship of businesses, understanding what business owners have built and ensuring it thrives.

His experience spans transitions for founders, families, and institutions, advising both sides of the table across privately-held small businesses and publicly traded companies. That track record now informs how he serves business owner clients.

Strategy & M&A

Corporate strategy and M&A at Fortune-ranked companies

Operations

Scaling sales, operations, and technology across industries

Deals Advisory

Commercial due diligence for private business owner clients

Transaction Scale

Privately-held small businesses to publicly traded companies

Charles Birts, founder of Highmont Heritage
Collaborative strategy meeting at Highmont Heritage

How We Work

A partnership built on shared commitment.

01

Initial Conversation

We begin with a thoughtful conversation about your business, your goals, and the legacy you want to preserve.

02

Formal partnership for a transition

We share our formal partnership for a transition, so you can decide if Highmont is the right fit for you and your business.

03

Seamless continuation

We close with care and a high degree of confidentiality, with transition plans shaped around your needs.

See Our Full Process

Get in Touch

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Last updated: April 2026.

Terms of Service

The content on this website is for informational purposes only and does not constitute an offer to purchase, sell, or enter into any transaction. Engagements with Highmont Heritage are governed by separate written agreements. All inquiries are confidential.

Last updated: April 2026.