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...

“Regarding our working relationship with Business Transition Strategies. After 32 years of continuous growth we hit 2009 & 2010 and like many companies we went flat and in 2010 had our first loss. At this point we knew we had to make changes if we where to succeed in this new economic environment. Business Transition Strategies (BTS), particularly John Howe and Ken Schaefer, were brought on as consultants. The BTS team came in, evaluated everything in a professional and thankfully non-threatening manner. They interacted with all employees and our professional partners. Once this was done they presented their findings to the executive group and gave very specific suggestions for improvements. This done and a plan in place, John & Ken continued to help us move forward and implement changes and make adjustments where needed. I am happy to say we are back to being a growing and profitable business and I believe BTS played a big part in making this happen. I would recommend to anyone that they include BTS as part of their business plans for the future.”