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.

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...

“It is a privilege to write a letter of recommendation on behalf of Business Transition Strategies. …As with any family business, negotiations need to be handled delicately and, as with any sale, both parties need to be satisfied with the end result. Quite frankly, without their help, this could not have been achieved. John Howe and Ken Schaefer skillfully analyzed the books and were able to bridge the gap between the sellers’ belief of what the company was worth and its actual worth. Their style is objective, straightforward, thorough and kind in the delivery of their assessment. After the sale was achieved to both parties’ satisfaction, John and Ken were hired to help with the adjustment of the acquisition and the financial health of the company moving forward. I can highly recommend this talented group of experienced business advisors to any company in need of clear and thoughtful company planning and adjustments.”