Confidentiality
Your business is never listed publicly. Buyers learn your name only after signing an NDA. They see detailed records only after we have qualified them.
Employees, customers, suppliers, and competitors are never contacted without your approval.
Six levels of access
Names, financials, contracts, and closing documents are released in stages as a buyer signs, qualifies, and enters diligence.
What they see: Industry, broad region, and a financial range. No company name, exact city, customer names, website, or owner.
What moves access: The buyer fits your approved categories and is not excluded by your rules.
Who opened what
Each entry shows the person, file, time, and access decision.
What an NDA can and cannot do
An NDA creates a legal duty, but no document guarantees behavior, and serious buyers have to involve their lawyers, accountants, and lenders.
Heirloom limits who receives information, records every access, and helps document any breach.
Your exclusions and limits
You approve the buyer categories, named exclusions, and information limits before outreach starts. After that, you decide only the exceptions.
Rules
Your business is never publicly listed
Buyer outreach is private and never uses a public business-for-sale marketplace.
No contact with employees, customers, or suppliers without your approval
Business relationships stay outside the process unless you authorize contact.
You set buyer exclusions before outreach
You can add exclusions at any time.
Your identity is released after an NDA
Buyers start with an anonymous overview and learn the name after signing.
Sensitive records are released after qualification
Margins, customer details, contracts, and payroll go only to qualified buyers.
Every access is recorded
The access history shows who opened what, and when access changed.
Access expires and can be revoked
Buyers who leave the process lose access. You can ask us to revoke it sooner.
Retention rules are written before you sign
Your engagement agreement states how documents, recordings, transcripts, and transaction records are kept and deleted.
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