Succession Strategies

Succession Strategies

Do you have a plan?

For business owners that are at or near retirement, the issue of succession cannot be ignored. Business Transition Advisors can guide you through the steps you will need to take for the creation and execution of a successful plan.

Business Succession Planning Key Concepts

Ownership Succession

Ownership succession is about owners selling their stock and gaining liquidity in their business. 

Management Succession

Management succession is about the owner stepping back to allow new or existing management to step up and manage the company. Alternatively the owner can sell their share and pass control to new ownership. 

Are you going to get the best price for your company?

  • Many owners are not aware of what their company is really worth, or how to maximize the sale value. This is one of the most important issues that owners face early in the process. 
  • We assess circumstances and goals and provide consulting to increase the current value of the company while eliminating unrealistic expectations.
  • Business Transition Advisors has 75 years of combined experience in working with owners to get the highest values possible for their company.

We Bring the Experts To the Table

We use the "team" approach combining our experience with the skills of our client's trusted advisors and other professionals including accountants, financial advisors, attorneys, bankers and others as needed.


BTA is staffed by experienced executives who have started, operated and owned companies. We've dealt with the same issues that our clients face. We've helped hundreds of clients formulate business exit strategies that work for the company, the employees and ultimately, the owner.


We've helped businesses in the $3-$150 million range attain liquidity to reposition assets, fund personal goals and objectives or cash out and retire.

Our Process

  1. Initial consultation and fact finding
  2. Determine likely value of company
  3. Identify succession issues and options
  4. Analysis, explanation and evaluation of success options
  5. Coordination with the company’s internal management and external advisors to identify appropriate plan
  6. Plan implementation

Our Strategy

  • Business Succession Plans
  • Management Succession Plans
  • Goal Identification
  • Capacity Consulting
  • Estate and gift transfers
  • Executive Benefits
  • Available Alternatives
  • Plan Execution


Give us a call and we can start to plan your succession strategy.