Consulting for Business
Owners in Financial Services

Mark Klein, Center Street Capital Advisors

“BTS are the most professional, responsive, capable and caring partners anyone can have in their journey to independence. They are at the top of their game and helped us in ways that are unquantifiable. Their knowledge knows no bounds and the organizational expertise amongst Dennis, Brianna, Tarra and Kara are second to none. They propelled our plans to the next level and working with them remains a pleasure.” – Mark Klein, Center Street Capital Advisors

Brian Cain & Tom Kirchner

“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

Marc Daner

“BTS was invaluable in helping us set up our RIA. They were true partners and helped with every aspect of setting up the business. Brianna, Tarra and Kara are an absolute pleasure to work with. They could not be more professional, responsive and friendly. In my case, I had been an employee of big companies my entire life and needed a lot of help and handholding and BTS was a life saver. I highly recommend them.” – Marc Daner, Daner Wealth Management

Greg Spears

“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

About Us

We are a team of consultants dedicated to helping business owners in financial services start, protect, and exit their businesses. Our philosophy is that this work is best done together. 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 desire.


Continuity Planning

Growth Strategies

Transitions to Independence

Succession Planning

Mergers & Acquisitions