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

A grayscale headshot of a bald man wearing glasses, a dark suit, and a patterned tie, standing in a modern indoor setting with blurred background lighting.

“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.”

“I have had the good fortune of benefiting 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 stake too high to go this alone!”

Black and white portrait of a smiling man in a suit with hands clasped, standing against a plain background.

Marc I. Solomon Partner, Weiss Serota, Chair of Business Transactions Division

An older man in a suit and tie standing in front of a university backdrop with palm plants in the background.

Mike Wilson, President, COO OBMI

“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 employees and my family cashed out at full value - having paid no taxes.

Succession is serious business. Go with the best, I did.”

Joseph C. Roberts, COO ForemostCo, Inc.

“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.”

A man with short hair and a beard, wearing a light-colored button-up shirt, smiling at the camera against a dark background.

W. Robert Miller, President First Florida