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Brian Bernstein

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

SBA Loan Eligible Listings
SBA Loan Eligible Listings
Company
Heritage Business Brokers

www.heritagebb.com

New York, New York

Heritage Business Brokers specializes in confidential business sales for owners who are serious about results. With more than 500 lifetime listings marketed nationwide, we help sellers position their businesses for maximum value and navigate the sale process through a disciplined, execution-focused approach.

We represent businesses across a wide range of industries, from owner-operated companies to multi-unit and lower-middle-market transactions. Most engagements are structured on a non-exclusive basis, giving sellers flexibility while we invest heavily in confidential marketing, direct buyer outreach, and deal execution. We only get paid when we produce the buyer.

This is not a passive listing service. We position each business, generate buyer interest, verify NDAs and proof of funds, control access to sensitive financial information, negotiate offers, and coordinate the transaction through due diligence and closing.

Our nationwide network includes qualified buyers, experienced operators, investors, and acquisition groups across multiple industries. This reach helps create competition, produce stronger offers, and deliver cleaner closings.

Owners remain focused on running their businesses while we manage the sale. Our objective is simple: protect your confidentiality, control the process, and maximize your exit.
Services Offered
Heritage Business Brokers provides comprehensive, confidential business-sale representation from initial valuation through closing.

Our services include business valuation and pricing strategy, confidential listing preparation, nationwide marketing, direct buyer outreach, NDA administration, proof-of-funds verification, buyer screening, financial-information control, offer negotiation, LOI coordination, due diligence support, and closing coordination.

We represent owner-operated businesses, multi-unit companies, and lower-middle-market transactions across a wide range of industries. Most engagements are structured on a non-exclusive basis, allowing sellers to retain flexibility while benefiting from professional marketing and active deal management.

This is not a passive listing service. We actively position each business, generate buyer interest, qualify prospects, manage communications, and keep the transaction moving from the first inquiry through closing.

Our goal is to protect confidentiality, minimize disruption to the business, create competitive buyer interest, and help the owner achieve the strongest practical outcome.
About

I’m Brian Bernstein, founder of Heritage Business Brokers and a BizBuySell Elite Broker. I’ve personally marketed more than 500 businesses nationwide, specializing in confidential sales for owners who want a controlled process and real results.

Before entering business brokerage, I built Dove Water, a New York office water cooler rental and service company, and later sold it in a multimillion-dollar acquisition to Culligan. Having been on both sides of the table, I understand what it takes to build a business, protect its value, and navigate a successful sale.

I work directly with every seller and manage the transaction from the initial conversation through closing. My approach is straightforward: position the business properly, control access to sensitive information, qualify buyers, maintain momentum, and get the deal completed.

My role is to protect the business, filter out unqualified inquiries, and bring serious, financially capable buyers to the table. Sellers work with me because I value discretion, communicate directly, move decisively, and know how to guide a transaction to the finish line.

If you are considering a sale, expect clarity, structure, and hands-on execution while you remain focused on operating your business.

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
Affiliations
  • Morgan Stanley National Sales Director Award Winner RainSoft Presidents Advisory Council Florida State University, BS Finance 500+ Businesses Listed Nationwide
My Listings For Sale

Established Businesses For Sale

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