Read about real life transition successes. These are satisfied owners who achieved their ultimate business transition through the assistance of BTA. Click the links below to access these case studies:
|Internal Sale Achieved||The Deal of a Lifetime|
"Jane was a Wonder Woman in my deal. She was there all the time, on top of everything. Without her, my multi-million dollar deal would never have been completed. Don’t be stupid and think you can do it alone, you can’t. I have been in business for 33 years building a $50 million company with over 1,000 employees, made the INC 5000 five times and really know my business. The best decision I have ever made was to engage Jane Johnson to help me make the deal of my lifetime."
"When we were approached last year by investors interested in buying our company, I quickly realized I needed professional help. My wife and I had started the business, ran it for over 20 years, and I had negotiated many successful transactions. One thing I had learned from this experience was that certain transactions require professional expertise. This was one of those times. Fortunately, we became acquainted with Jane Johnson and she soon became our trusted advisor, providing invaluable advice and service to us throughout the transaction.
Leveraging her deep financial background, Jane was able to assemble our financial data in professional presentations that made sense to the prospective buyers and cast the business in the best possible light. Jane was able to provide us with timely guidance in selecting and engaging a team of professionals including an investment banking firm, an M&A law firm, and tax specialists.
The transaction took approximately a year to complete and we found it to be an incredible, grinding and ultimately exhilarating experience. Jane was part of our team throughout the entire process and we couldn’t imagine going through it without her."
"The real-life examples in Cashing Out of Your Business are eye-opening reminders that it’s not too early to plan. The authors clearly lay down the steps to have a successful outcome—and what may happen if not properly done. They have been a big help in my process toward retirement."
"As CFO of NonPublic Educational Services, Inc. (“NESI”), I had the pleasure of working with Jane as she guided the owner’s exit strategy and then through the due diligence process. Jane did a thorough job working with the owner to research exit options and understanding what his ultimate goals were. During the sale process Jane was instrumental in facilitating the due diligence process, facilitating team meetings and providing sound business strategy. Her advice and guidance was extremely valuable during the exit strategy process and the due diligence process."
"I had the pleasure of working with Jane on a potential project as we were providing exit strategy recommendations to a high-profile business owner in Missouri. Jane was awesome.
Bottom line, Jane understands the complicated maze of navigating through the various pot holes and land mines that are commonly found in the exit planning and execution process. When I go to sell one of my businesses in the future, Jane will be my point person. That's how good she is.
Words that come to mind when I think of Jane: professional, intelligent, skilled, caring, persistent, engaging, and much more. I recently told Jane she'll be one of the leading 'thought' experts in exit planning strategies and the execution of such.
Jane's craft and niche is unique because of her personal story. She's lived the worst-case scenario when she sold her last business. Her passion is what drives her to keep other business owners from experiencing what she went through as an owner/CEO. I am honored and humbled to be considered one of Jane's peers."
“Jane and I worked together to help John Leonetti at Pinnacle Equity Solutions when John was putting together Pinnacle's exit planning professional designation. Jane is one of those rare people who can engage her right brain, left brain, and her heart at the same time. She brings a lot to the table: strong analytical skills, strategic planning capabilities, vision, a cheery and optimistic outlook, integrity,and an unswerving devotion to her clients. Jane and I confer with one another about our profession and practice management issues, and,on occasion, we also act as a sounding board regarding issues that business owners face. Jane is a real professional and trusted advisor.”
“If you are looking to retain an exit planning consultant, I would strongly recommend that you talk with Jane Johnson. We had the pleasure of working closely with Jane on a recent transaction that took more than 7 months to complete and Jane was a key reason as to why we were able to close the deal. Beyond her tremendous work ethic, Jane offers clients a rare combination of technical skills and strategic perspective that is extremely valuable to any business owner or executive. As an experienced CPA and CMA, Jane is able to handle the most challenging finance or technology system issues that may arise. As a former entrepreneur and business owner, however, Jane is also able to offer clients the kind of sophisticated strategic guidance and advice on key business issues that can only be learned from having started, expanded and successfully exited your own business. I would be more than happy to talk to you about our experience with Jane if you would like to learn more about her capabilities.”
“I had the opportunity to work with Jane earlier this year on a deal with a common client. Jane was nothing short of impressive and amazing. She anticipates issues, gets in front of problems before they're problems, can sit side by side with senior management and add value, and is technically sound. It is rare to work with a professional service provider who is so well rounded and client oriented.”
“I have had the opportunity to work with Jane on a couple of occasions recently. She is extremely professional, has a great way with people and an amazing working knowledge of the need and process of exit strategies for small business owners. Any business owner should seriously consider meeting with and discussing strategies with Jane.”