About Us

Business Transition Strategies

(BTS) is a mergers and acquisitions (M&A) firm focused on the lower-mid market. We provide buy-side and sell-side M&A advisory services to private companies, generally with revenues between $2 million and $20 million mostly within New England and New York. Our range of services are designed to help owners prepare and complete a transfer. With offices in throughout New England we are well positioned to serve New England and beyond.

BTS continues to actively engage business owners across the region who are interested in selling. We welcome a chance for a conversation, whether the goal is to sell now or sometime in the future. Contact us if you would like to begin the conversation.

Business Transition Strategies

Deal Team

We assemble a deal team for each sell-side engagement bringing professional specialties that are critical at different times in the process. The deal team typically includes BTS M&A Advisor as the quarterback, Business Owner(s), CPA, M&A Attorney and the Client’s wealth manager. The deal team can help owners prepare for the transition now or down the road, with a focus on maximizing the value of our client’s business.

Our process

The BTS process starts with analyzing the business financials and operations. We develop an Estimate of Value (EOV) to confirm that our client’s expectations are consistent with the business value in today’s market. We then move to developing marketing materials and researching and identifying targets (potential strategic and financial buyers). Finally, we “go-to-market” and continue with the process until we have signed a Letter of Intent and a successful closing.

Marketing Materials

We develop a professionally prepared, CIM (Confidential Information Memorandum) detailing the company’s unique history and story, operations, financials, and other critical information which will be provided to potential buyers once they have signed a confidentiality agreement. In addition, there is a one-page “teaser” or “blind Profile” which is used to attract buyers through our initial contact.

Selling your Company Now

BTS provides the services and resources to achieve your goal of selling your company. In some cases, a transaction can provide the owner a transition period between the all-consuming role of owner and retirement by still staying involved with the former business in a limited or advisory role. Whether you are selling to enjoy retirement, pursuing a recapitalization for growth or organizing a management buyout so your team can pursue its growth vision, BTS can advise you through the process.

Not ready to sell now?

Our team will help you identify and focus on issues that will maximize the value of your company through our Exit Advantage™ program. The program is for clients that anticipate a sell-side transaction in the next 2-5 years and focuses on identifying areas that need improvement to maximize shareholder value. This allows the client to “prepare” their business before going to market.

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.

What our clients are saying...

“We thoroughly enjoyed working with John Howe and Ken Schaefer of Business Transition Strategies. Their professionalism and expertise are unmatched in the New England region. They moderated an uncommonly smooth sale process, and we truly appreciated their honesty and integrity. They were both instrumental in helping us hit the ground running post acquisition.”

- Tyler Hogan, Buyer

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