Consulting for Business
Owners in Financial Services

“Successful advisors surround themselves with subject matter experts to leverage their time & own expertise. BTS has been our subject matter experts both during our practice transition and for many ongoing initiatives since then. We consider BTS an extension of our team and find them not only invaluable but also highly attentive.”  – Steven Berman, Financial Advisor – Pharos Financial Advisors

“BTS organized and coordinated our transition to independence across the board on all aspects of starting a business. By the end of our successful transition, the BTS team had become family to our new firm FCS Private Wealth Management / Family Office. Our success is credited to the outstanding service and managing through the details with the BTS team.” – Greg Spears, FCS Private Wealth Management