Our Team Approach

Experience

Times change. Leadership for change. This is our philosophy. We’ve been where you are now, and draw upon over three decades of experience to help you. Our team includes business owners, high level managers, sales professionals, business consultants and business finance experts.

M&AMI

Multiple members of our team are recognized as M&A Master Intermediaries. This designation is transaction-based, and is awarded only to highly qualified intermediaries with substantial experience by The M&A Source, an industry group serving the transaction profession. This title distinguishes its holders as seasoned intermediary professionals who have a solid educational background, proven accomplishments in completing deals and a strong passion for the M&A Source and M&A work. Successful completion of the M&AMI certification process significantly distinguishes M&A professionals within their field. The M&AMI is the only designation to require both educational credits and the successful completion of multiple middle-market transactions.

CEPA

Our team includes a Certified Exit Planning Advisor who earned credentials through the Exit Planning Institute in Chicago.

CMAP

The Certified Merger and Acquisition Professional designation is earned through academic study at Coles Business School, Kennesaw State University, in Georgia. It is a collaborative program between the university and The M&A Source, an industry group of professionals in the transactions industry.

Professional Involvement

Team members are active in industry associations and conferences to stay current with trends and best practices. Several are either in leadership positions or on committees with The M&A Source, a national association of professional intermediaries. Other affiliations include Alliance of Merger and Acquisition Advisors (AMAA); New Hampshire and New England Exit Planning Exchange (XPX); International Business Brokers Association (IBBA); New England Business Brokers Association; Business and Industry Association; various other market sector groups.

Results

You wouldn’t let just anyone run your business. The same is true when it is time to sell. We have a proven track record of results.

Confidentiality

We practice what we preach when it comes to confidentiality. You can trust us with your information knowing we will treat it with great care.

“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.”