About BTS

Business Transition Specialists (BTS) was founded by Michael DeSiato, who in addition to being a CPA and CFP, holds three specialty designations in exit planning (CExP, CEPA and CVGA).

Our mission is to help mid-sized business owners plan for one of the most significant financial events in their lives – the successful exit from their business – with the money that they need to start the next chapter of their lives. We know that most business owners only have one shot at getting this right. That’s why it’s our mission – and passion – to make sure that that this one shot is your best shot. 

Why Choose BTS as your Exit Planning Advisor?

  • We are not trying to sell your business, manage your money or sell you a financial product. Our sole focus is on exit planning. It is all we do!

  • We use a proven process and methodology  - “The Value Acceleration Methodology” - developed by the leading exit planning authority in the market today, the Exit Planning Institute.

  • We just don’t talk about exit planning and make broad recommendations; we do a deep dive into your business to develop a personalized exit plan with specific actions that you can take to improve the value and profitability of your business. We work along side of you and your internal team to help you implement the exit plan from start to finish.

  • We are not trying to replace your existing advisors. Rather, we want to work with them to develop the most customized and comprehensive exit plan that meets your needs. We believe that exit planning is a “team sport”.

  • Should you need, we have an extensive network of professional advisors and subject matter experts that we can call upon to execute specific aspects of your exit plan.

  • Michael DeSiato, the founder of BTS, has successfully assisted multiple clients position themselves for a profitable exit.  He also recently exited his accounting practice so he brings first-hand knowledge of the challenges you will face in exiting your business.

  • Given our strong background in accounting and taxation, we can provide you with unique insights into the financial performance of your company to drive improvements in profit, cash flow and value. We can also help you minimize taxation with strategic tax advisory services and pre-transaction tax planning.

Get to Know Michael (Mike) DeSiato

CPA, CFP, CExP, CEPA, CVGA

Mike started his career in public accounting in 1977 upon his graduation from Florida International University (FIU) with his Bachelor’s degree in accounting. Soon thereafter, he went back to FIU to obtain his Master’s degree in taxation. Mike was elected the Managing Partner of his firm and led the sale of the firm to a national firm in the late 1990s. During his 40+ years in public accounting, Mike has worked with mid-sized businesses and their owners, advising them primarily on tax and financial matters becoming their most trusted business advisor. 

Around a decade ago, Mike started to notice a trend emerging among his mid-sized business owner clients. More and more of his clients started to reach out to him on the issue of exiting their businesses. In response to this emerging need, Mike started to focus his attention on the issue of exit planning and obtained the necessary training and certifications to become proficient in this line of work. He achieved the CExP (Certified Exit Planner), the CEPA (Certified Exit Planning Advisor) and the CVGA (Certified Value Growth Advisor) designations.

Since then, Mike has worked with many mid-sized business owners and their companies helping them to successfully navigate the most significant financial event of their lives – the successful exit from their businesses on terms that are consistent with their personal and financial goals.

About “The Inside Game”

Mike set out to write this book to outline the most popular exit path that mid-sized business owners use – the inside transfer, where the business is transitioned to either the owner’s children or key employees. While these people typically don’t have the money or the financial wherewithal to buy out the business owner immediately, if staged correctly, and with the help of time, this exit path can prove to be very successful.

The book discusses the challenges of the inside transfer, as well as the necessary elements that need to be present for this exit option to be a roaring success.

Make sure to get your copy of the book below. If you have any questions or comments about the book, please feel free to reach out through our “Contact Us” form.

Want a copy of the book?

Resources

Subscribe and Listen to our podcast, Exit This Way, below:

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