Thumbnail_Deal of a Lifetime

Are you one of the millions of baby boomer business owners who need to transition the ownership of their companies to others but are not sure how it can be done?

This is the story of a business owner, Roger, who was very involved in his business when we met. He had just turned seventy years young, which prompted him to think about life beyond the business.

In this case study, you will learn about how BTA:

  • Helped Roger find and negotiate the best possible deal
  • Ensured that Roger's business continued to succeed even after his sale of the business 

With our assistance, he developed a Business Ownership Transition Plan (BOTP) and decided that he was ready to pass the torch to a new owner successfully. 








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