PREPARING FOR YOUR BUSINESS TRANSITION STRATEGY CAN BE COMPLICATED.

Are you ready?

We are business transition consultants who specialize in helping owners get their businesses ready – for whatever their transition may be.

Business transition is what we do.

As former business owners and operators we’ve been through it. As business succession planning experts we work with people like you to get the results you deserve.

Whether your business transition plan is to GROW, EXIT or STEP BACK– we provide business transition consulting services that can help increase the value of your business.

GROW: BUSINESS GROWTH STRATEGY

 

  • Business value is primarily a prediction of increasing future cash flows for a prospective buyer.
  • Buyers want a business that will grow and generate adequate cash to provide a return on their investment.
  • Strategic Plan – set your direction

We work with clients to help them achieve that growth so they can maximize the value of their business when it comes time to sell.

EXIT: BUSINESS EXIT STRATEGY

  • Exiting your business is not a spur-of-the-moment event.
  • Getting to the point where you have the right team and processes in place can take several months – even years.

While our clients continue to run their business, we help them create and implement a plan that will enable them to exit.

 

STEPPING BACK: VALUE CREATION SERVICES

  • Easing out of your business means you are no longer at the centre of the action.
  • Building accountability in your team with KPI’s and metrics
  • Setting up financial controls and standardizing operating procedures are undertakings best managed by an expert third party.

We work hands-on with our clients’ management teams to help them achieve the results that allow owners to step back.

Is Your Business Like One of These?

Examples of Companies we’ve worked with:

$5M Environmental engineering consulting company

25 month engagement

Situation/Issue: Owners retiring: 3-5 yrs. 90% of revenue comes from partners, many competitors

Deliverables: Increased revenue, staff generating 65% of revenues, differentiated offering in market

$100M Construction Company

17 month engagement

Situation/Issue: Owner stepping back, no processes, unclear management

Deliverables: Increased revenue and cash flow, clearly defined roles

Entertainment services company

20 month engagement

Situation/Issue: Partners not getting along, future uncertain

Deliverables: Increased revenue and cash flow, Facilitated partner buyout

$25M Transportation Company

18 month engagement

Situation/Issue: Eroding profitability, unclear direction, changing leadership roles

Deliverables: Increased revenue and cash flow, Acquisition

IT Services - ERP Company

11 month engagement

Situation/Issue: Acquisition of a US business. Sale of a Canadian operating division.

Deliverables: Future & Strategy, Leadership engagement

Who We Are

BTA’s difference is our expertise, our experience and our hands-on approach.

Randy Flewelling
Managing Partner

Randy is a proven leader with a unique blend of experiences working with entrepreneurial, corporate, private and publicly traded companies. This breadth and depth of knowledge includes expertise in business finance, due diligence, financial management, organizational strategy and development. Randy has more than 20 years of commercial banking experience.

Randy also has deeply-vested interests in giving back to his community. He has served as chair and in senior board positions for a number of organizations and registered charities.

John Hotson
Managing Partner

John has been helping businesses grow for over 30 years by developing and implementing branding and marketing campaigns, sales and operations tactics and business development strategies. His extensive experience crosses a variety of industry sectors, including entertainment, retail, pharmaceutical, energy and manufacturing, as well as not-for-profit organizations.

John has used his expertise to help company leaders navigate the IPO process and to help business owners build value and improve processes in preparation for transition or succession.

Carla Haddad
Creative Director

Carla brings four years of experience working directly with companies to plan and execute their marketing and communications strategies. Her areas of expertise include social media management, blog writing, and internal/external newsletter preparation and distribution. Her experience crosses several industry sectors, including software technology, high tech, logistics, business consulting, and recruiting. Carla has also worked with several B2C companies as an advisor to ensure the latest marketing trends are being followed.

Latest thoughts

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