Sunbelt Business Advisors of Southwest Ohio

Firm overview

Sunbelt Business Advisors of Southwest Ohio is a business brokerage and M&A firm that specializes in assisting in the transitions of businesses whose revenue is between $500,000 and $15M. With multiple brokers and expertise across multiple verticals, Sunbelt Business Advisors is able to assist clients from the exit strategy planning phase through the transaction phase.

Products and/or services

At Sunbelt we offer a variety of services to our clients. Not only do we assist business owners in selling their businesses, but we also work with owners prior to the decision to sell. We feel that exit strategy planning is critical for all business owners and part of our job is to educate owners on what they can be doing to successfully transition their business to a new owner. We assist with brokers’ opinion of value assessments, valuations, and value gap assessments. Once we have assessed the current state of the business, we work with the owner and their team to build the business to where they need it to be. We believe in the team approach to assisting a business owner plan and successfully transfer ownership, including legal, tax, accounting, banking, consultants and other professionals.

Past/current involvement with the Goering Center

While we have been referring business owners to the Goering Center for years, we only recently signed up to be Core Members ourselves. We are looking forward to learning as much as we can through the Goering Center about generational transitions and the best way to approach them.

Special offer for Goering Center Core Members

We would be happy to offer a free Broker Opinion of Value to members, as well as, a no-cost, no-obligation meeting to discuss the steps of planning an exit strategy.

Contact information

Primary contact: Kate Chadwick Vriner
4555 Lake Forest Dr., Suite 650
Cincinnati, OH 45242

Year Company/Firm Founded: 2006