Advisory Services

Our advisory services help owners prepare for a transaction, now or in the future. Though the business type and situation may vary, we seek ways to achieve an effective exit and appropriate ownership transfer. We bring transaction experience to the discussion, identifying enhancements that will make a transfer most effective. With the owner’s goals at the center, the general focus is preparing for an external sale, management buyout, generational shift or transfer to employees.

Preparation

Every business faces internal challenges in preparing for a transition. Owners focus on building the business, but often put off preparing for “the next phase.” For this reason, we provide advisory services aimed at helping owners transition their companies so they are more saleable. Services include the following:

  • Strategic planning and implementation
  • Identify remedies to improve enterprise value
  • Financial analysis and tools
  • Streamlining internal, external financial reporting and compliance
  • Restructuring, acquisition analysis and implementation
  • Pre-due diligence review and preparation
  • Identify ways to demonstrate sustainability of performance and ROI

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.”

- Christina

Advisory Client