Optimizing Your Business Exit:
Get What You Deserve With Expert Guidance

If you've dedicated years to growing your business, it's now time to reap the rewards. Your business exit is most likely a once-in-a-lifetime event, and how you navigate it can make all the difference. According to a report by the Exit Planning Institute, approximately 50% of business owners are compelled to exit due to unexpected events such as Death, Disability, Disaster, Divorce, or Disagreement, referred to as "The Five Ds."

Don't become a statistic because you haven’t prepared. Your future and the future of your business are at stake. You want to ensure that your exit happens on your terms and according to your timeline.

Many owners believe that an external buyer will come along and purchase their business, allowing them to sail into retirement. However, that is the exception and not the rule. According to recent survey by M&A Source and the International Association of Business Brokers, 70% of owners are rejected by business brokers, and only half of those who make it to the market manage to close a deal.*

That's a success rate of just 1 in 7!

You might have other options, and your ideal buyer may be someone within your organization, like a key manager or employee.

How We Can Assist You

While each business owner's circumstances are unique, their concerns about exiting their business are similar, regardless of the business's size. These concerns include receiving enough money to fund their lifestyle, maintaining crucial relationships, grooming successors, minimizing business disruptions, and planning for life after the business.

BTA is here to provide you with the exit planning expertise and strategic guidance you need. We work directly with the owners of businesses with more than $5 million in gross revenue to help them navigate critical business transition decisions that shape their future and that of their business, family and employees.

Through our proven process, we will work with you to:

• Define your goals and envision your ideal transition.
• Calculate the financial resources you require.
• Safeguard important relationships and prevent conflicts.
• Determine your business's value and strategies to maximize it.
• Understand tax implications and associated fees.
• Explore various exit options and make informed choices.
• Learn how to avoid common pitfalls throughout the process.

Regardless of the size of your business, we encourage ALL owners to read our books and guides and use our tools to plan and execute your once-in-a-lifetime deal:

• Cashing Out of Your Business – Your Last Great Deal
• Sell Your Business: At The Right Time, for The Right Price, and to the Right Buyer
• "Executing the Exit – A Step-by-Step Guide to Exiting Your Business"
• "The Selling Process – An Overview for Business Owners"
• "Maximizing the Value of Your Business – Getting the Most You Can for the Sale”

We are dedicated to educating and mentoring business owners like you to have a successful business ownership transition! 

Who We Serve

Over the past decade, we have collaborated with hundreds of business owners from diverse industries, helping them achieve successful business exits. Our unwavering commitment is to empower all business owners with the knowledge and guidance they need to exit their businesses while maximizing their value and securing what they deserve. In addition, we work directly with the owners of businesses with more than $5 million in gross revenue to help them navigate critical business transition decisions that shape their future and that of their business, family, and employees.

*Q1 2019 Market Pulse Report published by the International Business Brokers Association, M&A Source and the Pepperdine Private Capital Market Project.