Advisory Services

After having gained invaluable experience through her own business exit, Jane wanted to dedicate her professional life to helping other business owners achieve smooth and successful business transitions and co-founded BTA. Since 2009, Jane and her team of Transition Mentors have worked with more than 85 clients to help them achieve their goals and the business ownership transition that was the optimal fit for their specific needs and/or situation.

Here at BTA, we act as an independent and objective resource for our clients to ensure that your goals are accomplished and your ideal vision achieved. We provide education and advisory services to owners of privately held businesses across all industries.

OUR SERVICES INCLUDE:

      • Ownership Transition Planning
          • Development of a Business Ownership Transition Plan that enables owners to select the best strategy for their specific situation
      • Ownership Transition Execution
          • Assisting owners in executing on their chosen strategy and achieving their goals
      • Internal Transfer Strategies, Structuring, Mediation, and Tax Planning for:
          • Management Buyouts
          • Shareholder to Shareholder Sales
          • Transfers to Family Members
          • Stock Redemptions
          • Employee Stock Ownership Plans
      • External Sale Strategies, Preparation, and Tax Planning for: 
          • Pre-Sales Assessments
          • Sales to Strategic Buyers
          • Sales to Private Equity Buyers
          • Sales to Financial Buyers
      • Mediation
      • Consulting

To inquire about any of our service offerings, please contact us at [email protected], call us at (844)-4MY-EXIT or (844) 469-3948, or feel free to fill out the contact request form at the right of this page.

 

Have any questions for us? Fill out the form below.