Business Transition Resource

About Business Transition Resource and Our Comprehensive Team of Trusted Advisors

Business Transition Resource is a public service website built specifically for business owners who are planning for their immediate or future transition to the next generation of business owners. Our BTR Team assists owners of closely held businesses in the business succession planning process. We advise business owners on ownership and management succession as well as exit strategies to ensure a smooth and effective transition to fresh ownership and management structure. Our talented team of Trusted Advisors are available to provide business owners with the advice, services and support they need to thrive and grow for many years.

Whether you are selling your business, transferring ownership, seeking retirement, or facing a "forced-exit" such as bankruptcy or liquidation - planning your exit is a big undertaking that has implications on employees, your business structure, its assets, and your tax obligation. Closing a business is a delicate multi-step process. It is highly recommended that you enlist professional help. Expert advice may come from lawyers, accountants, business brokers, auctioneers, tax experts, bankers, and the IRS. Before you embark on your exit strategy, be sure to engage your team of Trusted Advisors to help guide you along the way.

With their collective business experience, our advisors are committed to fostering relationships based on trust through attention, guidance and delivery of solutions that meet the unique needs of your business, your family and your estate.

Get started today on your business transition plan or review the one you currently have in place to confirm that you are on the right path to a smooth transfer of your company and start of your next adventure. We’ll help you create, update and maintain a plan that meets your needs for today and tomorrow.

Where do I begin?

Start by taking a Free, comprehensive assessment with our Business Health Gauge. Your results will showcase each of the areas that are in need of improvement. Whether it is in one or more of the following areas: Financial, Environment, Education and Culture, Sales and Marketing, Operations, or Human Resources, you will be able to quickly link to an advisor who can help in the area(s) you fall short. 


 Create Your Plan…Begin Taking Action Now!

Click here for a FREE Assessment with our

Business Health Gauge


  TRUSTED ADVISORS

Banking

Advisor 1 Name, Bio and Links Advisor 2 Name, Bio and Links  Advisor 3 Name, Bio and Links 
     
     

Business Brokers

Advisor 1 Name, Bio and Links Advisor 2 Name, Bio and Links  Advisor 3 Name, Bio and Links 
     
     

 Career Pathing and Talent Management

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Communications Consultants

Advisor 1 Name, Bio and Links Advisor 2 Name, Bio and Links  Advisor 3 Name, Bio and Links 
     
     

CPA's

Ron Lenz

Advisor 2 Name, Bio and Links  Advisor 3 Name, Bio and Links 
     
     

Executive Peer Groups

John Palin

Advisor 2 Name, Bio and Links  Advisor 3 Name, Bio and Links 
     
     

Exit and Succession Specialists

  Advisor 2 Name, Bio and Links  Advisor 3 Name, Bio and Links 
     
     

Leadership Coaching

Advisor 1 Name, Bio and Links Advisor 2 Name, Bio and Links  Advisor 3 Name, Bio and Links 
     
     

 Real Estate and Transitioning

 Advisor 1 Name, Bio and Links Advisor 2 Name, Bio and Links  Advisor 3 Name, Bio and Links 
     
     

Taxes and Estate Planning

Advisor 1 Name, Bio and Links Advisor 2 Name, Bio and Links  Advisor 3 Name, Bio and Links 
     
     

Transaction Attorneys

Tom Fafinski Advisor 2 Name, Bio and Links  Advisor 3 Name, Bio and Links 
     
     

Wealth Managers

Scott Jones

Advisor 2 Name, Bio and Links  Advisor 3 Name, Bio and Links