Know What Your Business Is Worth. Plan What Comes Next.
Pivotal Planning & Consulting is a CPA-led advisory firm built for established business owners who need real answers on valuation, succession, or a clean exit. Serving West Central Georgia, and business owners across the Southeast.
Business Valuation & Benchmarking
Before any decision about your business you need to know what it's actually worth. We provide formal valuations and industry benchmarking
so you're working from real numbers, not guesses or broker estimates.
Business Planning & Advisory
Growth planning, cash flow modeling, and buy-sell agreement structuring for owners who aren't thinking about the exit yet but want the business positioned correctly when that day comes.
Succession Planning
If your plan is to pass the business to family or transition leadership to your management team, that process takes longer than most owners expect and involves more financial and legal structure than most advisors acknowledge. We build succession plans that hold up.
Exit Planning & Business Sale
When you're ready to sell to a third party, the CPA work and the brokerage transaction have to move together. We handle the financial, tax, and planning side directly, and our licensed Georgia business broker partner handles the regulated transaction under one coordinated engagement.
Coverage You Can Feel Good About
Why the CPA and the Broker Need to Be in the Room Together
Most business owners who are thinking about selling eventually run into the same problem: the broker understands the transaction, but not the books. The CPA understands the books, but not the deal. That gap costs money; in missed tax planning, in deals that fall apart during due diligence, and in valuations that don't hold up under scrutiny.
Pivotal is structured to close that gap. Our CPA team handles the valuation, benchmarking, succession planning, and financial advisory work. Our licensed Georgia business broker partner handles the regulated brokerage transaction. One engagement. No handoff. No one working from incomplete information.
