Our Team Approach
Experience – Times change. Leadership for change. This is our philosophy. We’ve been where you are now, and draw upon over three decades of experience to help you. Our team includes business owners, high level managers, sales professionals, business consultants and business finance experts.
M&AMI – Multiple members of our team are recognized as M&A Master Intermediaries. This designation is transaction-based, and is awarded only to highly qualified intermediaries with substantial experience by The M&A Source, an industry group serving the transaction profession. This title distinguishes its holders as seasoned intermediary professionals who have a solid educational background, proven accomplishments in completing deals and a strong passion for the M&A Source and M&A work. Successful completion of the M&AMI certification process significantly distinguishes M&A professionals within their field. The M&AMI is the only designation to require both educational credits and the successful completion of multiple middle-market transactions.
CEPA – Our team includes a Certified Exit Planning Advisor who earned credentials through the Exit Planning Institute in Chicago.
CMAP – The Certified Merger and Acquisition Professional designation is earned through academic study at Coles Business School, Kennesaw State University, in Georgia. It is a collaborative program between the university and The M&A Source, an industry group of professionals in the transactions industry.
Professional Involvement – Team members are active in industry associations and conferences to stay current with trends and best practices. Several are either in leadership positions or on committees with The M&A Source, a national association of professional intermediaries. Other affiliations include Alliance of Merger and Acquisition Advisors (AMAA); New Hampshire and New England Exit Planning Exchange (XPX); International Business Brokers Association (IBBA); New England Business Brokers Association; Business and Industry Association; various other market sector groups.
Results – You wouldn’t let just anyone run your business. The same is true when it is time to sell. We have a proven track record of results.
Confidentiality – We practice what we preach when it comes to confidentiality. You can trust us with your information knowing we will treat it with great care.
BTS News
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Manufacturer Sold and New Owner Expands It
BTS served as advisor in the sale of PlasTech Machining Fabrication, Inc. to DelCam Holdings in 2020...the company has grown substantially, doubling employment and adding capacity to boost future prod
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How M&A Will Respond to Next Recession
The takeaway for business owners: Get back to basics. Don’t worry about hyper growth. De-risk your company as much as possible.
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Perception vs Reality with Small Businesses
Sometimes the economic picture on the news seems inconsistent with what is happening for many business owners. Nearly every owner we speak to is out straight.
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NH-Based Techinical Manufacturing Company Sold
Hampshire Controls has a bright future with new ownership. The company was recently sold by Diane Rush, owner and president, to Pillar Imaging and its leader Dr. Michael Pilon.
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Be Ready When You Are Ready
When a business owner says it’s time to sell, I ask, “How fast do you want to be out?” The answer I hear most is, “Yesterday.” But sellers underestimate how long the process takes.
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Looking at a Sale Through the Right Lens
Sometimes our vision about the future is blurry because we aren’t considering the whole picture but only parts of it.
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5 Deal Points from the Trenches
Today I work with clients of Business Transition Strategies who are implementing Growth Through Acquisition strategies. Here are a few observations from working on a wide variety of projects.
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Tax Changes Could Hurt Net Proceeds
Changes proposed to the capital gains tax suggest they may need to get 30% more in a transaction in the future just to net the same value they would get today.
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Good Ideas From Shark Tank Deal
One of my colleagues in Cornerstone Alliance was front and center in a recent Shark Tank exercise. A business that had been sold was put in front of four potential buyer groups.
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Buyer Trends in Lower Mid-Market
Other businesses are a significant market for companies being sold within the lower mid-market.
Case Studies
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Precision Machining Company
Initially, liquidation was a serious consideration. It would offer a quick exit but would hurt loyal employees and disrupt the customers who had come to rely on its quality production.
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Green Product Company
Our client owners could dig in for the long haul…However, this would take five years or more. Owners simply lacked the horsepower to do it.
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Water Purification Company and Young Buyers
Owners decided they wanted to retire. They also wanted to be fair to the staff who had been loyal to them. Could the company be sold, the staff retained and the facility remain in use?
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Magnetics Company with High Profile Customers
(T)he manufacturer would need to focus on growing EBITDA to capture interest from major strategic buyers and achieve a higher multiple of earnings.