Business Transition Advisors

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EMPLOYEE STOCK OWNERSHIP PLANS

ESOP's can be a win-win-win for owners, employees, and the company. Find out how we can facilitate your ESOP. 

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SUCCESSION
STRATEGIES

We'll guide you through the steps you'll need to take for the creation and execution of a successful plan.

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MERGERS AND
ACQUISITIONS

We facilitate business acquisitions, divestitures, management buy-outs and recapitalizations. 

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COLLECTIVE BUSINESS EXPERIENCE
WITH A UNIQUE PERSPECTIVE

Business Transition Advisors (BTA) has a collective business experience that provides a unique perspective to address personal liquidity opportunities that may include a stock or asset sale, Employee Stock Ownership Plan (ESOP), recapitalization, estate and gift or other transfers of ownership. We advise business owners on ownership and management succession as well as exit strategies to ensure a smooth and effective transition to a new ownership and management structure.

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SERVING OUR CLIENTS NATIONWIDE

With six offices strategically located across the U.S. we are expertly positioned to help serve you anywhere your company needs to be served. 

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BTA NEWS

Culture Shift Smooths the Transition for Onex to Become an Employee-Owned Company

Pittsburgh City Council Voices Strong Support for Employee Ownership

State Explores Strategies to Prevent Businesses from Leaving Pennsylvania

Tax Advantages of an ESOP Exit Strategy with Daniel Zugell

Morton Buildings is now 100 percent employee owned

Lytle Signs now has 85 owners

The Big Picture: What Comes Next?

All Things Financial Video Series with Dan Zugell

Employees Take Ownership of Arlington Plating

Redneck Outdoor Products Forms Employee Stock Ownership Plan

LOOKING TO ESTABLISH YOUR ESOP?

Fill out our free online consultation form to see if an ESOP is the right fit for your company.

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