Business Transition Council

Dedicated to transforming ourselves through continued learning.

Serving our community

The Business Transition Council of Tampa, Inc. is a professional organization founded in 2008 by a group of professionals with a common goal of learning, teaching, and facilitating privately held business (small business) success. The group, at its core, recognizes that the entrepreneurial spirit of America needs constant care to thrive in the future.

Transitioning entrepreneurs into being the business owners of existing and successful businesses is critical to our country and its position in the world markets.

This organization and its site are dedicated to that goal.

 

How We Serve

Business Transition Council serves two very closely tied segments – privately held (small business owners) and the trusted advisors who serve them. Dan Maloney and Michael C. Valdez Co-Founded (2008) BTC as a learning organization to help the trusted advisor develop better skills in helping their privately held (small business owner) clients with business transition, succession, and exit.

To business owners, BTC is a resource with compelling value propositions to be the “go-to” organization where entrepreneurs obtain valuable information and learn to configure the mix of professional services they may need to maximize opportunities for business transition, succession, and exit.

Supporting Business Owners

j

Professional Education

Leadership Development

Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua.
Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua. Ut enim ad minim veniam, quis nostrud exercitation ullamco laboris nisi ut aliquip ex ea commodo consequat. Duis aute irure dolor in reprehenderit in voluptate velit esse cillum dolore eu fugiat nulla pariatur.
Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua. Ut enim ad minim veniam, quis nostrud exercitation ullamco laboris nisi ut aliquip ex ea commodo consequat. Duis aute irure dolor in reprehenderit in voluptate velit esse cillum dolore eu fugiat nulla pariatur.
Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua.
Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua. Ut enim ad minim veniam, quis nostrud exercitation ullamco laboris nisi ut aliquip ex ea commodo consequat. Duis aute irure dolor in reprehenderit in voluptate velit esse cillum dolore eu fugiat nulla pariatur.
Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua. Ut enim ad minim veniam, quis nostrud exercitation ullamco laboris nisi ut aliquip ex ea commodo consequat. Duis aute irure dolor in reprehenderit in voluptate velit esse cillum dolore eu fugiat nulla pariatur.
Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua.
Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua. Ut enim ad minim veniam, quis nostrud exercitation ullamco laboris nisi ut aliquip ex ea commodo consequat. Duis aute irure dolor in reprehenderit in voluptate velit esse cillum dolore eu fugiat nulla pariatur.
Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua. Ut enim ad minim veniam, quis nostrud exercitation ullamco laboris nisi ut aliquip ex ea commodo consequat. Duis aute irure dolor in reprehenderit in voluptate velit esse cillum dolore eu fugiat nulla pariatur.

THANK YOU TO OUR ANNUAL SPONSORS!

William Anton

Danielle Gates

John McGuire

Jodi Perez Cepa

Ken Pomella

William Anton

Danielle Gates

John McGuire

Jodi Perez Cepa

Ken Pomella

Kendall Rawls

Growth Advisors, LLC

John Simmons

Brian Stephens

Growth Advisors, LLC

Kendall Rawls

John Simmons

Brian Stephens

Member Specialities

Business Buying & Selling

Working with business owners to explore the opportunity of expansion by buying other businesses or selling what they have built.

Team Developement

Identifying, training, and skills testing to grow and strengthen your team. Business ownership is not scaled or sold as one-person operation. 

Executive Coaching & Consulting

One-on-one and group coaching customized for each unique organization. 

Legal Support

Working with you to help determine which legal options best suit your specific goals and strategies.

Financial Advisory & Support

The ability to integrate personal and business financial planning by working with your individual circumstances.

Z

Internal Systems & Processes

Identifying, building, and monitoring the necessary process and procedures to enhance profitability, scale, and increased business valuation.

Our Members

The Directory

Each of our members have a listing in our directory. Click the button below to search for members that can solve the challenges that you face as a business owner. Believe us when we say there is a goldmine of knowledge just one click away!

 

From The Blog

Your Business Deserves an “Estate Plan”

Your Business Deserves an “Estate Plan”

Drafting a succession plan now can help your business stand the test of time. As a business owner, you’ve invested so much into making your business successful – hard work, time, money, and energy. It’s truly hard to imagine your business without you. But chances are...

Our Board

President

Michael C. Valdez CFP®

Vice President

Brian Stephens of Legacy Venture Group

Treasurer

Dino Eliadis of DE Incorporated

Secretary

Kerry Borosh of Cogent Bank

Directors

Bill Anton of CEO Effectiveness

Susan Brody of Family Legacies Inc.

Jeff Jackson of EOS Worldwide

Pete Jordan of RCH Capital

Jodi Perez of Independent Financial Services

Legal Counsel

Stratton Smith of Stratton Law Firm

NextGen Ambassador 

Gianfranco “G” Esposito of J.W. Cole Financial