What We Do
A CPA-led Exit Planning and Business Transition Advisory Firm
Business Transition Specialists (BTS) is a Florida based CPA-led exit planning and business transition advisory firm serving privately-held business owners. We help owners convert years of effort into lasting financial security by building businesses that are easier to operate, more valuable, and fully transferable on the owner’s terms.
Our work goes beyond preparing for a sale. BTS helps owners gain clarity after an objective valuation, whether they choose to continue operating the business, transfer ownership internally to a key employee or family member, or pursue a future transaction. Revenue growth alone does not create enterprise value. Transferability, reduced owner dependency, and strong systems do.
At its core, this work is about freedom and control. Financial discipline and predictable performance give owners the ability to step back from daily operations without sacrificing results, while reducing the uncertainty that often surrounds future transition decisions.
Financial Rigor Behind Every Decision
Every recommendation is grounded in financial discipline and evaluated through the lens of how value is created, protected, and transferred.
CPA-led financial discipline applied to decisions affecting value, tax efficiency, and long-term outcomes.
Independent buyer perspective used to identify risks and value gaps.
Structured execution plans designed to improve profitability, reduce risk, and preserve optionality.
BTS works with experienced business owners who have built successful companies over decades and have much of their net worth tied to the business. Our work helps owners retain control over decisions, direction, and timing.
Ultimately, this is about legacy. Building a business that can stand on its own ensures what an owner leaves behind is strong, intentional, and complete, whether transferred to family, a key employee, or a future buyer.