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
Professional Education
Leadership Development
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.
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
Podcast with Nataliya Kalava and Rossana Laib – Organize & Excel with Your QuickBooks
My guest is Rossana Laib. Rossana is the founder of NextDoor Bookkeeping | 813 586 1619 | rossana@nextdoorbookkeeping.com. She is a Certified Quickbooks Consultant working with companies and business owners to help them unravel the intricacies and complexities of...
Podcast with Nataliya Kalava and Michael Valdez – Building Strong Financial Foundation
During this episode, I had the honor to interview Michael Valdez. Michael is a Certified Financial Planner and an LPL Branch Manager at Synergy Wealth Alliance in the Greater Tampa Bay Area. During our engaging conversation, we discussed a wide range of topics from...
Our Board
President
Michael C. Valdez CFP®
Vice President
Oscar Vives of PNC Wealth Management
Treasurer
Dino Eliadis of DE Incorporated
Secretary
Dr. Gino Collura of CEO Effectiveness
Directors
Bill Anton of CEO Effectiveness
Dan Maloney of Certified Acquisitions Advisors LLC
Nataliya Kalava of American Valuations
Jason Sampson of Venerable Law
Jenny Sutter of Frannet
Legal Counsel
Stratton Smith of Stratton Law Firm