Trusted Advisor Team

The role played by Business Transition Specialists LLC (BTS) requires us to draw upon a wide range of related services provided by capable advisors across: accounting, legal, coaching, lending, financial planning, insurance, estate planning and other professional services.

Our extensive network of current and prospective business buyers, sellers and owners rely upon BTS to maintain an awareness of providers in these related services areas. BTS is asked to refer to or help engage advisors as required at all points along the business owner lifecycle from entry to exit helping our customers be more successful today while growing to a planned transition tomorrow. Importantly, our objectives in serving our clients are well aligned with those of our peer trusted advisors including: client wealth accumulation and preservation, client business health and growth, client retention (especially through a transition), establishment and preservation of individual and family legacies

Please contact us to introduce yourself. Also see our calendar of events for useful, educational seminars and professional networking events.

CPAs/Accountants

Financial and Tax Support

CPA's/Accountants

Overview

This position is important to the transaction process by providing the following:

  • Prepare books & financial records for sale
  • Evaluate books & financial records for purchase
  • Allocation & tax planning for the sale
  Learn More About Becoming a Team Member

Mergers and Acquisitions (M&A) and Business Attorneys

Deal Structure and Document Preperation

Attorneys

Overview

This position is important to the transaction process by providing the following:

  • Transaction structure review
  • Structure & review definitive agreements
  • Estate planning & tax strategies
  Learn More About Becoming a Team Member

Financial Planner/Business Insurance Agent

Personal and Business Planning

Financial Planners & Business Insurance Agents

Overview

This position is important to the transaction process by providing the following:

  • Current & future wealth management
  • Retirement & estate planning
  • Buy-Sell & key person planning
  Learn More About Becoming a Team Member

Bankers and Lenders

Financial Strategies

Bankers and Lenders

Overview

This position is important to the transaction process by providing the following:

  • Asset valuation
  • Lending pre-approvals
  • Supportive banking services (e.g. lockbox)
  Learn More About Becoming a Team Member

Business Coaches

Professional Business Strategy

Business Coaches

Overview

This position is important to the transaction process by providing the following:

  • Business Strategy Management
  • Growth Plan Development
  • Plan management & asset/equity appreciation
  Learn More About Becoming a Team Member