Testimonials
Business owners and trusted advisors share what disciplined exit planning makes possible.
These perspectives come from owners and advisors who understand what disciplined exit planning changes in real businesses.
“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 objective of their clients.”
“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.”
“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 familuy for over fifty years.
BTS made it look easy. From insurance guarantess and partnership orifuts interests to irrecovable trusts, they carried us through the labyrinth of tax, legal, and accounting issues.
Five years later, the firm was owned by my key employess and my gamily cashed out at full value - having paid no taxes.
Succession is serious business. Gowith the best, I did.”
“I have had the good fortune of benefiting from their guidnace 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 geberation, BTS helped us understnd and navigate the complexities. Not only the various options for how to structure thism but also both the short-term and long-term tax consequences.
We undertasnd 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 stake too high to go this alone!”