About BTS

We are a team of consultants who are 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.

 

Our goal as consultants is to provide you the information needed to make informed decisions pertaining to your specific situation. There is no one way to create and run a business, and together we will discuss and explore the options that best meet your needs in moving forward with your goals.

 

We are your advocate, partner and support system. As your allies, it is a mutual relationship and the most effective way for us to succeed is to work together toward your goals. We are excited to be part of this big step in your career, and you will find that we become teammates with you.

Leadership Team

Dennis Leininger, CEPA, ASBC, CPC

President | dennis@btsplan.com | 515-216-5460

"Helping business owners is a passion of mine.  I respect the total involvement others have for their businesses because I feel the same commitment toward mine."

 

Dennis Leininger brings 35 years of experience in setting-up businesses, evaluating and assimilating acquisitions and mergers, running offices and consulting with independent financial advisors on best practices for small business operations.  Dennis has successfully built several businesses from the ground up. He has successfully sold businesses in the past and fully understands the complicated nature of structuring sale agreements to meet the goals of the seller. Dennis holds a CEPA designation (Certified Exit Planning Advisor).  This certification gives a unique perspective and background to its holders to lead business owners through the planning process for both Continuity Planning and Succession Planning. Additionally, Dennis holds the ASBC (Accredited Small Business Consultant) designation which along with his years of business experiences, positions BTS to guide clients on their business operations.

Brianna Umthun

Vice President | brianna@btsplan.com | 515-602-8093

“My motivation is fueled by supporting and inspiring strong leaders to achieve their goals.”

 

Brianna graduated from the University of Northern Iowa with a B.A. in Communications with an emphasis in Leadership Studies. Prior to joining BTS as a Vice President, she worked for Des Moines-based companies where she gained valuable experience in managing business operations, organizational communication, human resources, continuous improvement, vendor management and project management. Brianna brings an incredibly positive attitude to all projects while making others feel empowered! She plays a large role in implementing strategic initiatives to support our clients’ success. She and her husband Ben have two children who keep them very busy with activities, but they make sure to find time to hit the bike trails and enjoy the family’s lake house as often as they can.

Emily Friedricks

Project Manager | emily@btsplan.com | 515-602-8095

“Working directly with clients to help them accomplish their goals is my biggest passion. I work hard for my clients so that they can succeed."

 

Emily graduated from Central College in Pella, Iowa with a B.A. in Communication Studies. After college Emily worked at two Des Moines-based agencies, focusing on project management and client relations. There she developed her passion for working with clients to keep their projects organized and on schedule, guiding them as they achieve their goals. She brings her strong organizational skills and a love for helping others with her to Business Transition Solutions. When she’s not at work Emily can be found taking or teaching classes at PowerLife Yoga studio, and enjoying time with her friends, family and a good cup of coffee.

Rush Nigut, J.D.

Legal Counsel

“I have always been drawn to work that involves business transactions. My experience allows me to provide practical and effective solutions for today’s corporate and entrepreneurial clients.”

 

Rush Nigut is a shareholder of Brick Gentry P.C. His practice focuses on business and franchise law, including both litigation and transactional matters. Some of Rush's services include shareholder disputes, intellectual property litigation, insurance and employment matters, negotiating and drafting business sale and purchase agreements, reviewing and drafting franchise agreements and disclosure documents, human resources and business risk management consulting. Rush is an experienced and trusted advisor to business executives, advising businesses in a wide-range of industries including technology and communications companies, franchise operations, banking and financial institutions, and contractors and manufacturers. Rush has served clients in the Des Moines legal community for nearly two decades. He is also a published blogger, who has garnered success and Internet popularity by providing exceptional insight into areas of practice that include Iowa Business Law, Employment Law and Franchise Law. Rush's blog has become one that his clients both follow and trust.

Drew Murray, CPA

Tax and Accounting Advisor

“I have supported multiple business sale transactions in my career and enjoy ensuring all opportunities from a tax perspective will be explored and all appropriate strategies deployed.”

 

Drew Murray is a Manager with the health care and real estate groups of CliftonLarsonAllen (CLA) based in Des Moines, IA, specializing in business operations, business tax planning, and consulting services for health care organizations and real estate professionals. Drew also has focuses on mergers and acquisitions and tax planning for both owners and sellers to maximize outcomes for all. His M&A activity has been focused primarily on financial services, real estate and private physician groups. Drew relies on his ability to understand the current and future objectives of businesses and provide consultative approaches to increase the efficiency of the organization, both from an operations and tax planning perspective. His experiences in working with business owners allows him to approach each business opportunity while understanding the impact on the individual shareholders of the company. He relies on his tax planning expertise to maximize client outcomes and provide a proactive approach for his clients.