Business Transition Advisors, Inc.
Get Full AccessDescription
- Business Transition Advisors, Inc. (BTA) does not take a box storeapproach to ESOP analysis andimplementation. We take a personalized comprehensive approach to meet the unique goals and objectives of every client by customizing each analysis and plan design incorporating the brightest and best ESOP professionals in their respective fields.BTA takes responsibility for the entire ESOP experience from tire-kicking through employee rolloutmeetings. BTA gathers the appropriate professionals and presents the client with an all-in fee based on the ESOP blueprint as determined in the feasibility study. This approach assures the client is cost-effectively receiving the highest quality, comprehensive services and will not be surprised by costly add-on items.BTA recognizes that each client has its own unique set of circumstances that may be best served by a combination of ESOP professionals based on skill sets, geographical location, specialties, price andpersonalities. We also know that it is not realistic to have the perfect combination for each client underone roof at any given time. This is why BTA has an extensive team of affiliated professionals.Our holistic planning approach reaches well beyond the basic installation of an ESOP and takes into consideration the total needs and consequences ofthe seller, company, management, employees andcommunity. Our standard consulting services generally include: Cash flow and debt capacity analysis IRC§1042 capital gains tax deferral analysis and recommendation. Estate planning ramifications Management incentives plans including IRC§409A review Bonding requirements ESOP Financing, financing memorandum, selection and negotiation of ESOP loan Structuring of seller notes Advanced investment banking techniques including warrants Repurchase Liability Study and financing analysis Presentation of customized Employee Communication rollout meetings Initial IRC§409(p) anti-abuse testing
-
Headquarters:53 Grapevine Rd , Gloucester, Massachusetts, United States
More -
Phone Number: +1 844-469-3948
-
-
Employees:4
-
Revenue:$0 - 1M
-
Legal Name:Business Transition Advisors, Inc.
-
Business Transition Advisors, Inc.'s Social Media
-
Is this data correct?
-
| NAICS Code: 611110 |
Show More
Sell more in less time!
Buyer intent data, anonymous visitor identification, first party data integration backed by a massive contact database that will supercharge your sales team. Schedule a demo to learn more!
Frequently Asked Questions regarding Business Transition Advisors, Inc.
-
Where are Business Transition Advisors, Inc.'s Headquarters?
Business Transition Advisors, Inc.'s Headquarters are in 53 Grapevine Rd ,Gloucester,Massachusetts,United States
-
What is Business Transition Advisors, Inc.'s phone number?
Business Transition Advisors, Inc.'s phone number is +1 844-469-3948
-
What is Business Transition Advisors, Inc.'s official website?
Business Transition Advisors, Inc.'s official website is https://www.businesstransitionadvisors.com
-
What is Business Transition Advisors, Inc.'s Revenue?
Business Transition Advisors, Inc.'s revenue is $0 - 1M
-
What is Business Transition Advisors, Inc.'s NAICS code?
Business Transition Advisors, Inc.'s NAICS code is 611110
-
How many employees are working in Business Transition Advisors, Inc.
Business Transition Advisors, Inc. has 4 employees
-
What is Business Transition Advisors, Inc.'s Industry?
Business Transition Advisors, Inc. is in the industry of Financial Services
-
Who is Business Transition Advisors, Inc.'s Senior Vice President?
Business Transition Advisors, Inc.'s Senior Vice President is Daniel Zugell