Greg Beck and FocalPoint Advisory Services Join the Sunbelt Team

Sunbelt Business Advisors of Southwest Ohio is excited to introduce not only a new team member, but a new organizational partner.

Greg Beck joins our team as an extremely experienced advisor and business coach as the Founder and Chief Growth Officer at FocalPoint Advisory Services, which helps leaders optimize their business performance to reach their full potential.

Professional portrait of Greg Beck, business advisor and founder of FocalPoint Advisory Services, seated at a table with a laptop and coffee cup.

With 25 years of experience in business development, marketing and acquisitions, Greg helps FocalPoint clients uncover new possibilities and prepare for a strategic transition, from sales and acquisitions to capital raises and joint ventures. He helps uncover and then fill “potholes” to allow for optimized planning that maximizes company value and provides owners with peace of mind.

Before founding FocalPoint, Greg was a Managing Director at Capital Tactics, a midwest based M&A advisory firm, and Sourcing Business Partner at Fifth Third Bank, Ohio’s second-largest bank. At Fifth Third, Greg oversaw more than $500 million in enterprise spending. He also ran several multi-million dollar profit and loss centers while working at Kroger Personal Finance.

FocalPoint’s mission is to unlock potential and unleash greatness, impacting the world through clients and their families, employees, companies and communities. That gives Greg a deep connection with the clients who trust him.

“Greg has proven to be a trusted advisor and absolute asset for the strategic planning efforts across two of our companies,” said one client. “His exceptional financial acumen and deep market insights have created value and clarity for our path forward. Moreover, Greg’s collaborative demeanor makes him a pleasure to work with. I look forward to additional engagements with him in the future.”

In addition to his advisory work, Greg hosts The Cortado Conversations, a podcast that discusses strategic transitions, entrepreneurship, business management and much more. Conversations delve into the interrelated nature of quantitative and qualitative aspects of a strategic transaction, how it impacts overall success, and why over 60% of transactions like these fail to reach their financial goals.

Greg’s expertise will be critical in helping Sunbelt’s customers plan for their exit. He can help assess the value gap between a client’s expectations and the market, and use his knowledge to fill that gap. His work with acquisitions and mergers means that he can be an important asset for a client looking to grow through intelligent and strategic acquisition.

Sunbelt is proud to be the world’s largest business brokerage network, and the independently owned and operated Sunbelt Business Advisors of Southwest Ohio is made up of experts to help guide you through the transaction process.

The additions of Greg and FocalPoint give us yet another expert perspective to help provide business insights that will guide you toward the best possible outcome of your sale or purchase.

To learn more about Greg and FocalPoint, visit his website or LinkedIn. And for more information about Sunbelt’s team of experts, click here.

 

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Kate Vriner

Kate Vriner joined Sunbelt in 2016 and was named the President of Sunbelt Business Advisors of Southwest Ohio in 2024, where she is a pivotal leader. With expertise in manufacturing, transportation, logistics, IT, distribution, and commercial services, Kate is deeply committed to advocating for business owners and matching them with the ideal buyers for their businesses. Her credentials as a certified business intermediary and certified exit planning advisor underscore her dedication and proficiency in the field.

Beyond her professional achievements, Kate is a passionate advocate for youth sports. In 2021, she founded Everybody Plays Ohio, a nonprofit organization focused on removing financial barriers to sports participation for children.

Outside of work, Kate enjoys time with her husband Mike, their daughters Rita and Evelyn, and their family dog Belle. Whether she’s cheering at her kids’ sporting events, exploring new travel destinations, diving into a good book, or staying active, Kate embodies a well-rounded and dynamic lifestyle.

https://www.linkedin.com/in/kate-vriner-cbi-06b2b0b/
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