When a San Francisco-based tech startup saw their European market expansion take off, they knew face-to-face meetings with investors and partners would be crucial. Their CEO, accustomed to using a fractional program for domestic business and personal travel, hit an unexpected roadblock. The proposed itinerary for the European roadshow, while feasible with their existing provider, came with jaw-dropping costs.

Turning to Heritage Aviation Advisors (HAA) for a solution, we identified an opportunity to optimize their travel without sacrificing luxury or convenience. By combining one-way and round-trip charters, we crafted a plan that saved the company nearly 40%, even while incorporating larger aircraft for some legs of the trip. This approach maintained their high service standards while dramatically reducing costs

But the solution went beyond numbers. Recognizing the importance of trust and clarity, I flew up to San Francisco to meet with the CEO and their core team. Sitting down together allowed us to address every detail—breaking down terms, conditions, and nuanced concepts like fractional management fees. The meeting ensured they knew exactly who was accountable and gave them confidence that their expectations would be met.

While their fractional program remained a GREAT solution for 85% of their domestic travel, having the ability to pivot to charter without compromising on service levels proved to be invaluable. HAA gave them not just a solution, but a crafted approach that adapted with their growing needs.