Exit & Succession Planning Guidance

Start Planning for the Finish Line—Today

Whether you're a small business owner in Columbus, planning to pass your company on to the next generation or exploring how to prepare your business for sale, the time to start your exit strategy is now. As an experienced exit planning consultant, we guide owners through the financial side of stepping away—so you can retire with confidence and leave your business in good hands.

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Preparing for Your Business Exit Starts with the Numbers

When it’s time to sell, transfer, or wind down, clear financials are critical. Our team specializes in helping owners clean up and prepare their books to pass due diligence. We know what buyers, investors, and succession partners are looking for—and we position your business accordingly. From maximizing recurring revenue to cutting unnecessary expenses, we focus on the financial metrics that increase your business’s value and attract the right buyer or successor.



We assist with:

  • Reviewing and cleaning financials for due diligence

  • Creating audit-ready financial records

  • Coordinating with business brokers or valuation experts

  • Identifying valuation drivers specific to your industry

  • Improving margins and revenue consistency leading up to the sale

  • Planning business exit strategy steps over 6, 12, or 24+ months


Succession Planning That Supports Long-Term Stability

If you’re planning to transition the business to a family member, partner, or internal team, your strategy must go beyond the sale price. We work closely with small businesses in Bexley, Clintonville, and throughout Central Ohio to build succession plans that ensure continuity, especially when a business has been owner-dependent for years. That includes documenting financial processes, training successors, and forecasting income needs post-exit.


We also help you:

  • Build a financial plan to support your retirement income goals
  • Transition business systems for new leadership
  • Create less owner-dependent financial operations
  • Plan for partial ownership transfers over time
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Experienced Advisors Who Understand the Full Picture

We've guided business owners through sales to national acquirers, internal buyouts, and family transitions. We understand both the emotional and financial aspects of stepping away from something you've built. While attorneys and brokers handle the legal and sales process, we focus on what makes your numbers tell the right story. Our team works in coordination with your tax CPA and legal advisors to support a seamless exit with minimal stress.

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Every Improvement Now Pays Off Later

The more clarity and confidence your financial records inspire, the more attractive your business becomes. We've seen how a business that looks good on paper—clear profits, steady growth, clean records—can command a higher price, negotiate faster terms, and avoid costly delays. A thoughtful succession or exit plan is not just about peace of mind. It's about unlocking the true value of what you’ve built.

  • When should I start planning my business exit?

    Ideally, three to five years before your target exit. That gives you time to optimize financials, correct inefficiencies, and build transferable value. But even if your timeline is shorter, we can help you focus on high-impact areas quickly.

  • What if I don’t know whether I want to sell or pass it down?

    We help you explore both options based on your goals, finances, and family or team dynamics. Planning doesn’t lock you into one path—it opens up more options with better results.

  • Can you help with business valuation?

    While we don’t provide formal valuation reports, we do work with valuation professionals and help prepare your books, benchmark key metrics, and identify opportunities to increase your business’s worth.

  • Is this only for large businesses?

    Not at all. Most of our clients are small business owners in Columbus, Grove City, Worthington, and nearby areas who have built something valuable but need help stepping away smartly.

  • How do I know if my books are ready for sale or transition?

    That’s where we come in. We perform a full financial review to spot red flags, clean up inconsistencies, and help ensure your records can withstand buyer scrutiny or transition needs.

Plan Your Exit with Purpose

Whether your timeline is two years or ten, exit planning is one of the most important phases of business ownership. Let’s start a conversation about your next chapter—and how to make sure your business is ready for it.