Upcoming BTA Business Owner Retreats

Attend This Three-Day Retreat to Create Your Custom Plan!

Please Contact Us for a Detailed Listing of Upcoming Dates and Locations

What It Is:

Our premier educational event is taught by our founder and transition mentor, Jane M. Johnson. This three-day live retreat has been developed specifically for owners and their spouses and/or business partners who want to create a Business Ownership Transition Plan (BOTP). You will leave this retreat with a plan that is unique to you and customized for your specific business and situation.

Why Attend?

Attending this retreat and planning in advance for your ownership transition enables you to: 

  • Ensure that your goals are clear, achievable, and not left to chance
  • Determine how much your business may need to grow before you can transition
  • Maximize your business value
  • Groom others to assume leadership positions in your business (succession)
  • Protect your business and personal wealth
  • Determine which transition options are possible and the best fit for you and your business
  • React appropriately to unsolicited offers
  • Act when the time is right for going to market
  • Minimize taxes
  • Achieve piece of mind
  • Positively impact and control the outcome of your transition

You Will Walk Away With:

  • A documented set of personal goals and your ideal transition profile
  • An estimate of the amount of funds you will need for your retirement
  • An estimate of what your business is worth today and ways to increase its value
  • An understanding of the pros and cons of each transition option and whether they meet your goals
  • Estimated proceeds (after taxes and fees) that you would receive for every possible transition option
  • An understanding of the best options that meet your financial and non-financial goals
  • A detailed roadmap and action plan for success

Registration and Discounts: 

Registration to these events is limited due to the personal time and attention we provide to every owner.  Space is limited, so please plan early. Co-owners, business partners and spouses enjoy special discounts are highly encouraged to attend. Come enjoy our destination locations and plan the next, best phase of your life!

Create Your Own Business ownership transition plan


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