Brian Bernstein

Heritage Business Brokers

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8 Heritage Lane,
New York, New York 10016 (View Map)

About the Company

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.

Broker Biography

Services Provided

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

Areas Served

  • Middlesex County, MA
  • Mecklenburg County, NC
  • Wake County, NC
  • Kings County, NY
  • Nassau County, NY
  • New York County, NY
  • Queens County, NY
  • Suffolk County, NY
  • Dallas County, TX
  • Harris County, TX
  • Business For Sale Listings

    $115,000
    Cash Flow: $102,000 
    Passaic Co., NJ 
    View Details 
    Profitable Bagel Shop – Low Rent, Strong Cash Flow

    Cash-Flowing Bagel Shop – $100K+ Owner Net – Low Rent – Huge UpsideHigh-margin bagel shop with strong cash flow and extremely low overhead. Owner currently nets over $100K annually while operating mornings only — leaving substantial upside by extending hours into lunch and dinner. Revenues could realistically double with minimal operational changes.Excellent long-term lease at just $2,000/month. Current owner recently invested in upgrading the space and installed a new oven, significantly reducing near-term capital needs.Lean operation staffed by two part-time employees (approximately 30 hours/week front of house and 10 hours/week dough prep), keeping payroll tight and margins strong. The current dough prep employee has indicated a willingness to remain with the business post-sale, providing continuity for the incoming owner.This is a turnkey, owner-operator 

    $325,000
    Cash Flow: $380,948 
    Suffolk Co., NY 
    View Details 
    Highly Profitable Excavation Business – $380K+ Owner Profit – Turnkey

    Ultra high-margin excavation business producing $380K+ in 2025 owner profit with consistent demand for $10K–$40K+ projects, driven primarily by reputation and referrals.Ideal add-on acquisition for contractors, landscapers, or site-prep operators looking to immediately increase cash flow and vertically integrate excavation services. Also suitable for a motivated owner-operator seeking a high-income skilled trade. This is NOT an absentee business. Buyer must be hands-on.Sale includes approximately $105K+ in equipment:• Dump truck + trailer• Mini excavator• Compact track loader / skid steerSeller is an industry veteran and will provide 90 days of hands-on transition support, plus ongoing phone guidance to ensure a smooth transition.This is a serious income opportunity for someone prepared to operate in the field — not manage remotely.Buyer 

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