Strengthen Your Business Position
Our due diligence deal services help showcase your business telling the full picture of your operations so that any interest in your business is built on real understanding and solid details.
Business Exit Blueprint Services
Our due diligence helps showcase your business telling the full picture of your operations
so that any interest in your business is built on real understanding and solid details.
Business Valuation & Readiness Assessment
We assess your financial and operational health to determine true market value.
Succession Planning & Leadership Transition
We prepare your leadership team and document key knowledge to ensure a smooth internal transition.
Financial Optimization & Value Enhancement
We enhance your financial performance and reporting to boost valuation and attract quality buyers.
Operational Streamlining & Efficiency Improvement
We refine workflows and implement SOPs and technology to increase efficiency and scalability.
Due Diligence Preparation & Documentation
We organize your documentation and mitigate risks to ensure you’re ready for buyer scrutiny.
Exit Strategy Development & Execution
We create a tailored exit plan and guide you through deal structuring and negotiations.
Post-Sale Transition & Integration Support
We support leadership handover, staff continuity, and customer communications post-sale.
Project Management & Reporting
We manage every step of your exit process and provide transparent progress reporting.
See how the CBG Business Exit Blueprint supports your business before, during, and after the sale.
Who This Is For:
Whether you’re preparing for retirement, shifting gears, or simply exploring your options; CBG’s Business Exit Blueprint is designed to maximize the value of your business while ensuring a smooth and strategic transition for everyone involved.
See how the CBG Business Exit Blueprint supports your business before, during, and after the sale.
Your Business Team
Meet the Business Blueprint Expert team of advisors.
Rich "Chip" Smith
Team Lead
Rich, CEO of Critical Business Group, leads the Business Deal Service Team, ensuring every partner is thoroughly vetted and brings specialized expertise to the table. With 20 years of business building, Rich combines strategic insight with creative acumen to guide startups, small businesses, and nonprofits through successful transitions and growth initiatives.
Michelle Partridge
PROJECT MANAGER
Michelle brings extensive business operations experience to the team, where her methodical approach for process development and refinement adds value for both buyers and sellers. By streamlining workflows and enhancing operational efficiency, she ensures that deals progress smoothly and stakeholders achieve optimal outcomes.
Terri Stallworth
Business Intermediary
Terri, a Jacksonville native, has been helping people buy and sell main street businesses across Florida for over a decade through Florida Business Exchange. Voted Folio Weekly’s “Best Business Broker” and a recipient of the BBF “Million Dollar Plus” award, she brings experience, energy, and a passion for helping entrepreneurs “mind their business today.”
Daniel Nelson
CPA-certified ACCOUNTANT
Daniel, a seasoned CPA, brings over 15 years of experience in tax consulting and compliance, assisting a diverse range of clients in navigating complex financial landscapes. Known for his precision and integrity, he is a trusted advisor for individuals and organizations aiming to optimize their financial strategies and ensure compliance.
Gustavo Ramos
Systems & Collaboration
Gustavo, founder of Connected Consulting, helps business owners turn operational chaos into clarity by building systems that scale. With a focus on automation, communication, and team alignment, he empowers leaders to spend less time firefighting and more time closing deals and driving growth..
Scott Baker
HR SPECIALIST
Scott, founder of Stage 3 Leadership, brings deep HR and organizational strategy expertise to help expedite business deals for Critical Business Group. With a background as a fractional CHRO and a focus on scalable systems, he accelerates decision-making and team readiness to move deals forward faster.