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...

“I retained Business Transition Strategies to handle the sale of my company, which manufactures machined parts for a diversity of sectors. The entire process went smoothly and professionally. The BTS team kept me fully informed at every step. They worked hard and were effective in bringing the deal home. Their data room system, with a lot of information loaded in advance, saved time during due diligence. I would recommend John Howe, director, and Ken Schaefer, deputy director and the entire BTS team to any private company considering selling.”

Advisory Services

Preparation

What our clients are saying...

- Scott MacDiarmid

MacDiarmid Machine Corporation