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Exit Planning and Advisory Services

Maximizing Your Business Exit:
Secure What You Deserve with Experienced Guidance 

After having gained invaluable experience through her own business exit, Jane dedicated her professional life to helping other business owners achieve smooth and successful business transitions and co-founded BTA. Since 2009, Jane and her team of Transition Mentors have worked with more than 130 business owners to help them achieve their goals and the business ownership transition that was the optimal fit for their specific needs and/or situation. We act as an independent and objective resource for owners with businesses that gross more than $5 million and up to $250 million annually across all industries to ensure that their goals are accomplished and their ideal vision is achieved.

Our services include:

Ownership Transition Planning

Development of a Business Ownership Transition Plan that enables owners to select the best strategy for their specific situation

Ownership Transition Execution

Assisting owners in executing on their chosen strategy and achieving their goals.

Our services include:

Internal Transfer Strategies, Structuring, and Mediation for:

  • Management Buyouts
  • Shareholder to Shareholder
  • Sales Transfers to Family Members
  • Stock Redemptions
  • Employee Stock Ownership Plans

External Sale Strategies and Preparation including:

  • Pre-Sales Assessments
  • Sales to Strategic Buyers
  • Sales to Private Equity Buyers
  • Sales to Financial Buyers


To learn more about how we can help you or to inquire about any of our service offerings, please contact us at (844)-4MY-EXIT or (844) 469-3948. or visit our About Us page. 

Not sure where to start?

Check out our suite of business owner guides designed specifically for busy business owners who are thinking about selling their businesses or transitioning them to insiders. 

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