About BTA

Exit your business on your own terms and timeline, and achieve the financial independence you have worked so hard for!

As a business owner, you have most likely spent all of your time and resources growing your business. Now is the time to reap your reward.

Business Transition Academy delivers the exit planning expertise and strategic guidance you need as a transitioning business owner through our comprehensive exit planning tools, training, and mentoring programs.

We are on a mission to educate and mentor owners like you as you make key business transition decisions that will define your future, as well as the future of your business, family, and employees.

What Is At Stake

Privately held businesses employ more than 50% of the workers in the U.S. There are hundreds of thousands of these owners who need to exit their businesses successfully in the next decade. Many of them believe that an outside buyer will come along and write them a check to fund the rest of their lives, but the chance of that happening is very slim.

According to a recent report,* 70% of owners are turned down by business brokers and only half of those that make it to market will actually consummate a deal.

That’s a 1 in 7 success rate!

How We Help

We have worked with dozens of business owners across a multitude of industries during the last decade to help them achieve their exit goals.

And one of the interesting things we’ve observed is that regardless of the size of the business, the owners’ challenges and concerns related to exiting are the same – how to get enough money, preserve important relationships, groom successors, minimize business disruption, plan for life beyond the business, etc.

Using our six-step roadmap, you will figure out:

  • Your goals and ideal vision for your transition
  • How much money you need
  • How to preserve relationships and avoid conflict
  • What your business is worth and how to maximize its value
  • How much you will pay in taxes and fees
  • Which exit options are available to you
  • How to avoid making mistakes during the process 

Who We Serve

We are obsessed with teaching ALL owners how to exit their businesses for maximum value on their own terms and timeline. Our affordable memberships provide you with the most comprehensive, impartial exit planning education, best practices, tools, and resources available.

Our book Cashing Out of Your Business – Your Last Great Deal and dynamic curriculum will teach you everything you need to know to plan and execute your deal of a lifetime as you exit your business and achieve your goals.

Who We Are

Our founders and Transition Mentors are experienced owners who have exited multiple businesses during their 35+ year careers. We are also:

  • Former Chief Executive Officers
  • Certified Public Accountants
  • Certified Merger and Acquisition Advisors
  • Certified Business Exit Advisors
  • Certified Value Growth Advisors
  • Family Business Advisors
  • Board Members



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

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You own a successful company, but have you planned for your future and the future of your business?

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Join one of our memberships today to gain access to all the resources you need to secure your deal of a lifetime!

30-Day Money-Back Guarantee – You May Cancel at Any Time.