Business Transition Solutions (BTS) is a firm dedicated to helping Financial Advisor business owners start and protect their legacies through meaningful Continuity Plans, Business Valuations, Succession Plans and guidance on Mergers & Acquisitions.
We are advocates, guides, and project managers for Financial Advisor business owners in starting, protecting, and exiting their businesses. BTS's philosophy of operating is to consult with business owners to help them accomplish their goals. We take your business seriously and we treat it with respect. We understand the hard work and risk business owners experience and our commitment is to be your partner in helping you achieve the results you need.