Who We Serve

BTS is a CPA-led exit planning firm based in Florida. We work with privately-held business owners who have spent years building real value and want to be intentional about what comes next.

Most of the owners we serve:

• Have built successful businesses over decades.

• Hold a significant portion of their net worth in the company.

• Expect to exit, retire, or transition roles within the next three to ten years.

• Understand that timing, structure, and preparation determine outcomes.

• Want options and leverage, not pressure, when an opportunity appears.

This work is for owners who recognize that a successful exit is rarely the result of a single transaction decision. It is the result of disciplined preparation long before a sale is on the table.

If your business represents the majority of your life’s work and financial future, how you prepare for its transition matters.