Exit your business with clarity, confidence, and control.
Strategic exit planning for business owners who want to maximize value, reduce risk, and exit on their terms.
What makes BTS different
Exit planning is not a side practice. It is the practice.
Helping owners exit on their terms means more than producing a plan. It means preparing a business to withstand real buyer scrutiny and still command value. We do not create strategies that sit on a shelf. We build businesses that are ready.
We examine your company through the lens of an independent buyer. That lens exposes the operational, financial, and structural issues that quietly limit value and transferability. Then we work alongside you and your advisory team to fix them, with clear priorities, ownership, and accountability.
Our role is practical and disciplined. We stay engaged through execution, not just planning, until progress shows up in the numbers and the business is demonstrably stronger.
The BTS Process
Examine
We assess your business from a buyer’s perspective to measure value, risk, and transferability.
Evaluate
We identify the gap between today’s value and what the business could command with proper preparation.
Execute
We work with you and your advisors to implement priorities, track progress, and build measurable results.
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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