WHAT WE LOVE TO DO

We love to help business owners realize the value they have created with the tens of thousands of hours they have poured into their business. We work with your CPA, attorneys, bankers, and advisors to architect an integrated plan for your business and personal needs. We don’t do what they do; we make what they do better.

We help you work on your business, not in it. The scope of our engagements include consulting on one or more of the following areas:

SUCCESSION PLANNING

Modeling your transition to the next generation of leaders already inside your company.  Designing a tax-efficient inside sale for owner retirement.

EXIT PLANNING

Assessing all relevant issues for an external transition or outside sale. Answering the questions “What’s next?” and “What is my number?”.

KEY EMPLOYEE INCENTIVE PLANNING

Ensuring the next generation of leaders are properly trained and motivated. Answering the question “How do I replace myself?”.

CONTINGENCY PLANNING

Ensuring the business can survive without you and creating continuity for those who depend on it. Facing the daunting question “What If?”.

WHAT DOES AND ENGAGEMENT LOOK LIKE?

 In this video, Chris Rhyme, J.D., explains our engagement process and timeline.

OTHER SERVICES

SPEAKING AND SEMINARS

Our partners are available to speak at conferences and events around the country.

HOW WE DO IT

We help you figure out where you want to go, and then guide you through a systematic roadmap to help you get there.

PROTECT IT

Creating a defense to compliment your offense and ensure you are not blindsided by an event beyond recovery.

REALIZE IT

Ensure you receive the highest value possible from your business by mitigating risk, minimizing taxes and maximizing value.

SUSTAIN IT

Ensuring that you have the right people in the right places in your company and are rewarding them with impactful performance based compensation.

DEFINE IT

Understand your personal and business goals to determine future income required, current resources, and projected needs

CREATE IT

Provide strategic advice about the myriad of opportunities you have to create the size business that fits your goals and aspirations.

WHAT YOU CAN EXPECT

The Business Transition Group specializes in guiding business owners to build, preserve and protect their business assets and translate those assets into personal wealth. When working with us expect:

ON TIME PROJECTS

We work within your time horizons to help you accomplish all significant milestones in the time and manner desired.

PROFESSIONAL EXPERIENCE

From professional education including a J.D., CFPs, and MBAs, the team has diverse technical backgrounds to couple with their deep real world experience.

ADVISOR INTEGRATION

We work relentlessly with all your outside advisers to make sure everyone is rowing in the same direction with your ultimate goals in mind.

COMMUNICATIVE TEAM

Our team prides itself at being responsive and available to fit within the business owner’s hectic schedule, multiplying their time rather than dividing it.

WHAT WE HAVE DONE SO FAR

Since 2006 The Business Transition Group has been consulting closely held business owners to engineer their ultimate exit or transition to the next generation. We provide succession planning, exit planning, key employee incentive planning, and contingency planning.

WE ARE HAPPY TO REACH OUT TO YOU!

Please fill out this form and we will be in touch. For a full contact form where you can send us a message,  visit our contact page.