Choosing the Right Team

Makes All the Difference

Their style is objective, straightforward, thorough and kind in the delivery of their assessment.

Valuation

What is my business worth?

A valuation is a fundamental part of the business life cycle.

Advisory

How can we help?

Our advisory services help owners prepare for a transaction, now or in the future.

Learn & Grow

Seminars for CEOs.

Our CEO roundtable seminars are designed to…

Welcome to BTS

Business Transition Strategies is an M&A Advisory firm that focuses on helping owners and businesses into their next chapter. In most cases this means selling so the owner can retire or shift gears with a new enterprise. In other cases, it means growing through acquisition. In this case, owners expand their business and make it more attractive for a sale down the road. We offer both services.

Privately owned businesses are a fundamental part of the economy and account for a vast majority of job creation. Their preservation is our passion.The focus of the BTS team is working with companies that are too small to be considered big, but too big to be treated like small ones. We use M&A processes with companies generating between $2 million dollars in sales up to $20 million. BTS has become a part of the Touchstone Family and is well positioned to serve all of New England and beyond.

Contact us if you would like to begin the conversation:

Not ready or don't know where to begin?

If your transition timeline is a year or more out, BTS can assist you in preparing and positioning your business for a transition down the road. Through advisory engagements, we help owners maximize the value of their businesses and enhance operations in ways that will pave the way for the next step whether that is an exit or a growth strategy. Our experience in the industry along with our associations and affiliations, give us insight into what is expected for a transition to successfully occur. Only a small fraction of privately held businesses successfully transfer either to the next generation or to an outside entity. Those best prepared with a strong foundation will achieve the best results.

Want to learn more? Contact us.

News

Getting Started on the Future

Recently we met with members of a CEO peer group to discuss transition strategies for them and their companies. While the group included people in differing life stages, all shared…

Assembling the Team

When contemplating or preparing for a transaction it is important that an experienced team is assembled. While the M&A advisor handles preparation, presentation, marketing, negotiation and the other myriad phases…

CASE STUDIES

The manufacturer would need to focus on growing EBITDA to capture interest from major strategic buyers and achieve a higher multiple of earnings.
Magnetics Company with High Profile Customers

What our clients are saying...

“BTS quickly located prospective buyers, obtained an excellent sales price, provided expert guidance and delivered it with a personal touch. Early on John Howe checked that I was prepared for life after the sale and that legal and financial council was lined up and ready to go when required. As necessary Ken Schaefer personally coached all players in the technicalities of the process, a team effort. I investigated several brokers before selecting BTS who exceeded my expectations in every regard.”

- Leander Nichols

Comptus