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
Case Study: Business Owners Exit with a Family Legacy
As an attorney, CPA, or financial advisor, you likely work with clients who own a family business. You may also recognize that strategic philanthropy can play a meaningful role in succession planning as clients prepare for an eventual exit. But how does that strategy...
ISPA and BTC Announce Strategic Partnership to Strengthen Succession Planning for Advisors Working with Business Owners
Orlando, FL — April 15, 2026 — The International Succession Planning Association (ISPA) and the Business Transition Council (BTC) today announced a strategic partnership focused on strengthening how advisors approach succession and transition planning with business...
Our Board
Visionary Co-Founder and President
Michael C. Valdez CFP and CSP
Member Ambassador and Vice President
Brian Stephens of Legacy Venture Group
Membership & Recruiting
Brian Stephens of Legacy Venture Group
Meetings & Events
Jodi Perez of Independent Financial Services
Integrator
Jeff Nischwitz of Nischwitz Group
Finance and Treasurer
Pete Jordan of RCH Capital
Marketing & Communication & Secretary
Robert Bishop of Bishop Strategy LLC
Administration
Robert Bishop, Dino Eliadis & Daniel Ruth