Take your best shot.
Exit perfectly with Business Transition Specialists
Maximize company value for financial security
Exiting a business is one of the most significant financial events that any business owner can experience. We know that the pressure can feel like a lot since you only get one chance to do it right. Here at Business Transition Specialists, our goal is to be your trusted partner who’s right there with you. From start to finish, we’ll be by your side to help you select and implement the best exit strategies tailored for you, your company, and your next chapter in life.
Helping you exit on your terms
Exit planning is all we do. It’s our primary focus. We don’t just help you develop your fully customized exit plan, we work with you to implement recommended courses of action, as well as holding team members accountable until your plan becomes a reality.
Examine
We’ll look at your business under a microscope using a range of tools to measure the attractiveness and transferability to outside buyers.
Evaluate
We’ll help you build a more valuable and transferable business by identifying areas of improvement.
Execute
We’ll work hand-in-hand with you and your team to successfully implement your action plan.
Our Services
The Business Growth Drive Process
Business Insight Report
Business Continuity Plan
Exit Option Analysis
Inside Transfer Plan
Transaction Advisory Services
Other Exit Planning and Tax Services
Testimonials
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Marc Solomon - Partner, Weiss Serota Helfman Pastoriza Cole & Boniske, P.L.
“BTS has great expertise in developing and implementing exit and succession planning strategies for business owners. They understand how to bring professional advisors together to provide comprehensive exit planning solutions, and are results oriented in meeting the objectives of their clients.”
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Mike Wilson - President/COO, OBM International
“I have worked with BTS for many years. They are truly a trusted advisor to our company and to our senior management team. They are supremely knowledgeable, practical, and really, really responsive. I would recommend any mid-sized business owner to engage with BTS to help them through the exit planning process and general business guidance.”
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W. Robert Miller - First Florida Industries, Inc.
“After two failures by national firms, I looked to BTS to create our succession plan. Ours was no easy task as the firm had been closely held by my family for over fifty years. BTS made it look easy. From insurance guarantees and partnership profits interests to irrevocable trusts, they carried us through the labyrinth of tax, legal, and accounting issues. Five years later, the firm was owned by my key employee and my family cashed out at full value having paid no taxes. Succession is serious business. Go with the best. I did.”
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Joseph C. Roberts - ForemostCo, Inc
“I have had the good fortune of benefitting from their guidance and insight for almost 25 years. When time came for my wife and I to determine how best to transfer ownership in the company we built to the next generation, BTS helped us understand and navigate the complexities. Not only the various options for how to structure this, but also both the short term and long-term tax consequences. We understand our business, but many of these issues are way above our paygrade and we are thankful to have had BTS’ help and guidance through the process. The stakes are too high to go this alone!”
Listen Up
Want to get in on the important conversations surrounding Exit Planning with top industry leaders? Make sure to tune into our podcast, Exit This Way, every month to stay up-to-date on what we’re discussing.
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