Blog Library

BTA Market Pulse: Q2 Small Business Sale Transactions Down Slightly, but Still at Historically High Levels

Posted by Jane Johnson on Tue, Jul, 30, 2019 @ 04:13 PM

The Details:'s Second Quarter 2019 Insight Report shows a dip in small business transactions when compared to last year, but growing financials and record sale prices continue to show signs of a strong market. With 4,948 transactions reported in the first half of 2019, this year could be on pace to become the second most active business-for-sale market since BizBuySell started tracking data in 2007 – trailing only 2018’s record-setting levels.

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Topics: exit plan, how to sell your business, business transition plan, businesses for sale

BTA Business Transition Market Pulse: Retiring Baby Boomers and Rising Revenues Fuel Record Small Business Sales

Posted by Jane Johnson on Tue, Jul, 31, 2018 @ 09:56 AM

The Details:

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Topics: baby boomer businesses, baby boomer business owners, business transition plan, baby boomer retirement, bizbuysell

It's 2018 - Time to Get a Plan!

Posted by Jane Johnson on Thu, Jan, 25, 2018 @ 04:50 PM

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Topics: business transition plan, business owner planning retirement, baby boomer business owner, Business ownership transition plan, increasing business value before selling, sell my business 2018, baby boomer retirement

Baby-Boomer Business Owners Are Still Not Planning

Posted by Jane Johnson on Tue, Jun, 20, 2017 @ 02:03 PM

When you consider that the majority of business owners are baby-boomers, it's surprising that only around 40% of them have a business transition plan in place, according to a recent report from RBC Wealth Management Services

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Topics: baby boomer businesses, estate planning, succession planning, business transition planning, baby boomer business owners, business transition plan

Should I Consider an ESOP for My Business? Part 2

Posted by Jane Johnson on Wed, Apr, 05, 2017 @ 06:32 PM

In part 1 of our series on ESOPs (Employee Stock Ownership Plans), we discussed some of the basics of these plans, including some of the major benefits of this type of transaction for a business owner. During our recent webinar with ESOP attorney Tabitha Croscut, we delved further into some of the finer details of what ESOPs are, how they work, and what types of companies are good candidates for ESOPs.

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Topics: business transition, business transition planning, due diligence when selling your business, ESOP, Employee Stock Ownership Plan, business transition plan

The Benefits of Partnering with a Business Transition Advisor

Posted by Jane Johnson on Sun, Oct, 23, 2016 @ 01:04 PM

A business transition is a complex process – whether you’re selling to an outside buyer or transferring your business internally. It takes a lot of careful planning and generally requires a number of years to be executed successfully.

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Topics: selling a business, business transition, business transition plan, business transition advisor

How to Plan a Successful Business Ownership Transition

Posted by Kathy Richardson-Mauro on Thu, May, 12, 2016 @ 03:51 PM

“While 54 percent of business owners plan to leave their business in the next 10 years, 72 percent [of those] have taken no exit planning action,” according to a recent study. For most business owners, their business is by far their largest asset, and not properly planning for its transfer can put them, and their employees and family members, at risk. Being prepared is the key to success. It starts with owner education, allowing enough time to plan, seeking the best advice, and creating a Business Ownership Transition Plan (BOTP). A BOTP is a comprehensive written document that outlines how and when the ownership of a business will be transferred to others, either internally or externally, in order to achieve the owner’s long-term financial and personal goals.

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Topics: Business Ownership Transition Planning, exit planning, selling a business, business ownership transition, selling your business, selling my business, deal structure, business transition plan