You want your business to succeed, one day you will want to transition it – perhaps to your children, senior management, or a third-party buyer. BTF focuses on planning and transactional strategies that are guaranteed to smooth the transition of business ownership while demystifying the process, so that you can transition your business on your terms when the time is right. You will leave with the tools to create your own roadmap while understanding best practices and the costs and roles of expert advisors. You’ll learn tactics that could save you a fortune and multiply the proceeds of a sale!

Planning for transition and succession should be part of any business plan. It is increasingly regarded as a best practice to consider your exit strategy even as you build your business – it can take years to structure a company effectively to maximize value, minimize taxes and find the right buyer.

Where Do I Start?

Understand the selling process and build your own roadmap.

How Can I Increase The Value Of My Business?

Learn strategies to increase and even double the value.

How Can I Preserve Wealth After The Sale?

Learn how to structure your company to minimize taxes.

Who Can Help Me and How Much Will it Cost?

Learn who should be on an exit team and understand their fees.

What Are Risks of Family Succession?

Learn approaches to sensitive family business issues

What Is My Company Worth?

Understand what buyers are paying for companies like yours.

How Do I Find Buyers, Confidentially?

Learn how to find the right prospects and market your business under the radar.

What Are Buyers Looking For?

Learn what makes a company attractive and what buyers are most appropriate for your company.

What Do Failed Transitions Have In Common?

Hear from business owners that have gone before you as they reflect on their transactions.