Business Transition Council

Business Transition Council Business professionals dedicated to transforming ourselves through continued learning.

We’re excited to share that the International Succession Planning Association (ISPA) and the Business Transition Council...
04/15/2026

We’re excited to share that the International Succession Planning Association (ISPA) and the Business Transition Council (BTC) have announced a strategic partnership focused on strengthening how advisors support business owners through succession and transition planning.

This partnership brings together two organizations committed to helping advisors approach these conversations in a more structured, integrated, and practical way — across leadership continuity, ownership transition, financial readiness, and family dynamics.

Together, ISPA and BTC will collaborate on education, content, events, and advisor-focused programming designed to move succession planning from conversation to ex*****on.

We look forward to the impact this collaboration will have on advisors and the business owners they serve.

Read the full announcement here: https://btctampa.com/succession-planning/ispa-and-btc-announce-strategic-partnership

Huge thank you to Angela Devlin for a clear, grounded, and genuinely useful talk on goal setting, systems, and replacing...
12/19/2025

Huge thank you to Angela Devlin for a clear, grounded, and genuinely useful talk on goal setting, systems, and replacing yourself in the business.

What stood out most was the clarity she brought to a topic that’s often discussed in theory but rarely broken down in a practical way.

The slides outlining the journey from solopreneur to solo+, employer, and ultimately CEO were especially insightful. They clearly show what actually needs to change at each stage of growth, why strategies that work at lower revenue levels often break as a business grows, and how intentional systems—not more hustle—are what unlock the next level.

Equally valuable was the framework around systems, scale, and succession. Starting with building a solid operational foundation through documented, repeatable processes, then identifying the pieces that support scale like knowledge transfer, delegation, and additional revenue streams, and finally outlining what’s required to exit well or successfully pass the reins to someone else.

It was a strong reminder that growth isn’t about doing more. It’s about designing a business that can operate without you.

Well done, Angela. This was one of those sessions that brings real structure and direction to how business owners should be thinking about the path from entrepreneur to CEO.

10/03/2025

Join us at Maggiano's Little Italy on October 23rd, 2025, for BTC’s Educational Symposium on Business Success through Self-knowledge! This event is a fantastic opportunity to gain insights from top industry professionals while networking with other business owners and advisors. Join Dr. Gino Collura, William D. Anton, PhD, and Steve Anton for a panel discussion moderated by Daniel Alvarez, Sr.

Register here https://event.btctampa.com/edu-panel-fall

We hope you can join us for our quarterly friendraising event on May 22nd at the Community Foundation of Tampa Bay. Regi...
05/15/2025

We hope you can join us for our quarterly friendraising event on May 22nd at the Community Foundation of Tampa Bay. Register here to join us for a fun evening of Networking. https://event.btctampa.com/friendraisingq2

We hope you can join us for our quarterly friendraising event on My 22nd at the Community Foundation of Tampa Bay. Regis...
05/12/2025

We hope you can join us for our quarterly friendraising event on My 22nd at the Community Foundation of Tampa Bay. Register here to join us for a fun evening of Networking. https://event.btctampa.com/friendraisingq2

🏢 Business Owners: Have you thought about how your exit strategy could also leave a lasting impact?Meet Scott Couchenour...
04/30/2025

🏢 Business Owners: Have you thought about how your exit strategy could also leave a lasting impact?

Meet Scott Couchenour, Transition Specialist (and the only one in our organization who is solely focused on this vital area). Scott is speaking at Charitable Gift Planners of Tampa Bay to introduce a practical, human-first framework built around six hallmarks that define post-exit life and impact. Attendees will gain tools to connect more meaningfully with business owners during and after the sale, helping them integrate charitable giving as an authentic expression of their identity, beyond just a financial tactic.

✨ His topic:"Human-Centered Strategies for Charitable Gift Planning"

🗓️ Wednesday, May 7, 2025 | 11 AM EST

✅ Reserve your spot today:https://charitablegiftplannerstampabay.org/meetinginfo.php?id=5&ts=1744937417

📩 Reach out to Scott: [email protected] | 📞 (331) 253-2378
🌎 www.servingstrong.com

𝗧𝗼𝗺𝗼𝗿𝗿𝗼𝘄’𝘀 𝘁𝗵𝗲 𝗗𝗮𝘆 — 𝗔𝗿𝗲 𝗬𝗼𝘂 𝗦𝗲𝘁 𝗨𝗽 𝗳𝗼𝗿 𝗮 𝗣𝗿𝗼𝗳𝗶𝘁𝗮𝗯𝗹𝗲 𝗘𝘅𝗶𝘁? Our 𝗧𝗿𝗶-𝗔𝗻𝗻𝘂𝗮𝗹 𝗘𝗱𝘂𝗰𝗮𝘁𝗶𝗼𝗻 𝗣𝗮𝗻𝗲𝗹 𝗦𝘆𝗺𝗽𝗼𝘀𝗶𝘂𝗺 kicks off tomorrow a...
04/23/2025

𝗧𝗼𝗺𝗼𝗿𝗿𝗼𝘄’𝘀 𝘁𝗵𝗲 𝗗𝗮𝘆 — 𝗔𝗿𝗲 𝗬𝗼𝘂 𝗦𝗲𝘁 𝗨𝗽 𝗳𝗼𝗿 𝗮 𝗣𝗿𝗼𝗳𝗶𝘁𝗮𝗯𝗹𝗲 𝗘𝘅𝗶𝘁?

Our 𝗧𝗿𝗶-𝗔𝗻𝗻𝘂𝗮𝗹 𝗘𝗱𝘂𝗰𝗮𝘁𝗶𝗼𝗻 𝗣𝗮𝗻𝗲𝗹 𝗦𝘆𝗺𝗽𝗼𝘀𝗶𝘂𝗺 kicks off tomorrow at Maggiano’s Little Italy, and this session is packed with high-value insights on what makes a business irresistible to buyers.

Join 𝗗𝗮𝘃𝗶𝗱 𝗟𝗲𝗲 𝗝𝗲𝗻𝘀𝗲𝗻 𝗮𝗻𝗱 𝗥𝗼𝗯𝗲𝗿𝘁 𝗕𝗶𝘀𝗵𝗼𝗽 as they walk through how PR and marketing can increase salability, shape perception, and boost business value.

💡 This isn’t just a networking breakfast — it’s a blueprint for your next-level transition strategy.

If you haven’t registered yet, there’s still time!

📅 𝗔𝗽𝗿𝗶𝗹 𝟮𝟰𝘁𝗵
📍 𝗟𝗼𝗰𝗮𝘁𝗶𝗼𝗻: Maggiano’s Little Italy, 203 Westshore Plaza, Tampa, FL 33609
🔗 𝗦𝗲𝗰𝘂𝗿𝗲 𝘆𝗼𝘂𝗿 𝘀𝗲𝗮𝘁 𝗻𝗼𝘄: btctampa.com/educational-meeting

𝗢𝗻𝗲 𝗪𝗲𝗲𝗸 𝗟𝗲𝗳𝘁 𝘁𝗼 𝗟𝗲𝗮𝗿𝗻 𝗪𝗵𝗮𝘁 𝗕𝘂𝘆𝗲𝗿𝘀 𝗔𝗿𝗲 𝗥𝗲𝗮𝗹𝗹𝘆 𝗟𝗼𝗼𝗸𝗶𝗻𝗴 𝗙𝗼𝗿 Are you helping clients plan their exit—or planning your own? ...
04/17/2025

𝗢𝗻𝗲 𝗪𝗲𝗲𝗸 𝗟𝗲𝗳𝘁 𝘁𝗼 𝗟𝗲𝗮𝗿𝗻 𝗪𝗵𝗮𝘁 𝗕𝘂𝘆𝗲𝗿𝘀 𝗔𝗿𝗲 𝗥𝗲𝗮𝗹𝗹𝘆 𝗟𝗼𝗼𝗸𝗶𝗻𝗴 𝗙𝗼𝗿

Are you helping clients plan their exit—or planning your own? Then this is the event for you.

In just one week, on 𝗔𝗽𝗿𝗶𝗹 𝟮𝟰𝘁𝗵, join us at Maggiano’s Little Italy for an eye-opening discussion on how PR and marketing shape the perceived value of a business.

Discover the strategies that 𝗗𝗮𝘃𝗶𝗱 𝗟𝗲𝗲 𝗝𝗲𝗻𝘀𝗲𝗻 𝗮𝗻𝗱 𝗥𝗼𝗯𝗲𝗿𝘁 𝗕𝗶𝘀𝗵𝗼𝗽 use to help businesses stand out in the marketplace, attract the right buyers, and command higher offers.

This isn’t theory—it’s a tactical roadmap for building a more sellable business.

📅 𝗔𝗽𝗿𝗶𝗹 𝟮𝟰𝘁𝗵
📍 𝗟𝗼𝗰𝗮𝘁𝗶𝗼𝗻: Maggiano’s Little Italy, 203 Westshore Plaza, Tampa, FL 33609, United States
🔗 𝗥𝗲𝗴𝗶𝘀𝘁𝗲𝗿 𝘁𝗼𝗱𝗮𝘆: btctampa.com/educational-meeting

𝗜𝘀 𝗬𝗼𝘂𝗿 𝗘𝘅𝗶𝘁 𝗣𝗹𝗮𝗻 𝗠𝗶𝘀𝘀𝗶𝗻𝗴 𝘁𝗵𝗲 𝗢𝗻𝗲 𝗧𝗵𝗶𝗻𝗴 𝗕𝘂𝘆𝗲𝗿𝘀 𝗖𝗮𝗿𝗲 𝗔𝗯𝗼𝘂𝘁 𝗠𝗼𝘀𝘁? We’re just 2 weeks away from our powerful 𝗧𝗿𝗶-𝗔𝗻𝗻𝘂𝗮𝗹 𝗘𝗱𝘂...
04/10/2025

𝗜𝘀 𝗬𝗼𝘂𝗿 𝗘𝘅𝗶𝘁 𝗣𝗹𝗮𝗻 𝗠𝗶𝘀𝘀𝗶𝗻𝗴 𝘁𝗵𝗲 𝗢𝗻𝗲 𝗧𝗵𝗶𝗻𝗴 𝗕𝘂𝘆𝗲𝗿𝘀 𝗖𝗮𝗿𝗲 𝗔𝗯𝗼𝘂𝘁 𝗠𝗼𝘀𝘁?

We’re just 2 weeks away from our powerful 𝗧𝗿𝗶-𝗔𝗻𝗻𝘂𝗮𝗹 𝗘𝗱𝘂𝗰𝗮𝘁𝗶𝗼𝗻 𝗣𝗮𝗻𝗲𝗹 at Maggiano’s Little Italy on April 24th — and this one is all about unlocking hidden value before a sale.

Come hear David Lee Jensen and Robert Bishop reveal how strategic PR and marketing can directly impact business salability and value—a must-know for advisors and owners alike.

🔹 Learn how to 𝗰𝗿𝗮𝗳𝘁 𝗮 𝗰𝗼𝗺𝗽𝗲𝗹𝗹𝗶𝗻𝗴 𝗯𝘂𝘀𝗶𝗻𝗲𝘀𝘀 𝗻𝗮𝗿𝗿𝗮𝘁𝗶𝘃𝗲 that drives higher valuations.
🔹 Understand the 𝗯𝘂𝘆𝗲𝗿 𝗺𝗶𝗻𝗱𝘀𝗲𝘁 and how to position your company as an irresistible investment.
🔹 Discover the 𝗺𝗮𝗿𝗸𝗲𝘁𝗶𝗻𝗴 𝘀𝘁𝗿𝗮𝘁𝗲𝗴𝗶𝗲𝘀 that create demand before you even list your business for sale.

📅 April 24th
📍 𝗟𝗼𝗰𝗮𝘁𝗶𝗼𝗻: Maggiano’s Little Italy, 203 Westshore Plaza, Tampa, FL 33609, United States
🔗 𝗦𝗲𝗰𝘂𝗿𝗲 𝘆𝗼𝘂𝗿 𝗦𝗽𝗼𝘁𝘀: btctampa.com/educational-meeting

𝗜𝘀 𝗬𝗼𝘂𝗿 𝗕𝘂𝘀𝗶𝗻𝗲𝘀𝘀 𝗧𝗿𝘂𝗹𝘆 𝗥𝗲𝗮𝗱𝘆 𝗳𝗼𝗿 𝗮 𝗣𝗿𝗼𝗳𝗶𝘁𝗮𝗯𝗹𝗲 𝗘𝘅𝗶𝘁?Join us for the 𝗧𝗿𝗶-𝗔𝗻𝗻𝘂𝗮𝗹 𝗘𝗱𝘂𝗰𝗮𝘁𝗶𝗼𝗻 𝗣𝗮𝗻𝗲𝗹 𝗦𝘆𝗺𝗽𝗼𝘀𝗶𝘂𝗺 on April 24th at...
04/03/2025

𝗜𝘀 𝗬𝗼𝘂𝗿 𝗕𝘂𝘀𝗶𝗻𝗲𝘀𝘀 𝗧𝗿𝘂𝗹𝘆 𝗥𝗲𝗮𝗱𝘆 𝗳𝗼𝗿 𝗮 𝗣𝗿𝗼𝗳𝗶𝘁𝗮𝗯𝗹𝗲 𝗘𝘅𝗶𝘁?

Join us for the 𝗧𝗿𝗶-𝗔𝗻𝗻𝘂𝗮𝗹 𝗘𝗱𝘂𝗰𝗮𝘁𝗶𝗼𝗻 𝗣𝗮𝗻𝗲𝗹 𝗦𝘆𝗺𝗽𝗼𝘀𝗶𝘂𝗺 on April 24th at Maggiano’s Little Italy — where this month’s theme is one you can’t afford to miss:
🎯 𝗣𝗥 & 𝗠𝗮𝗿𝗸𝗲𝘁𝗶𝗻𝗴 𝗳𝗼𝗿 𝗮 𝗣𝗿𝗼𝗳𝗶𝘁𝗮𝗯𝗹𝗲 𝗘𝘅𝗶𝘁

Whether you're advising business owners or preparing your own company for sale, you'll discover how perception, positioning, and publicity can dramatically impact valuation.

Hear from 𝗗𝗮𝘃𝗶𝗱 𝗟𝗲𝗲 𝗝𝗲𝗻𝘀𝗲𝗻 𝗮𝗻𝗱 𝗥𝗼𝗯𝗲𝗿𝘁 𝗕𝗶𝘀𝗵𝗼𝗽 as they unpack how PR and marketing drive buyer confidence, elevate brand equity, and lead to more competitive offers.

✅ 𝗗𝗮𝘃𝗶𝗱 𝗟𝗲𝗲 𝗝𝗲𝗻𝘀𝗲𝗻 will share proven PR strategies that position businesses as premium brands, attracting top-tier buyers.
✅ 𝗥𝗼𝗯𝗲𝗿𝘁 𝗕𝗶𝘀𝗵𝗼𝗽, a seasoned business strategist, will dive deep into the psychology of buyers, revealing how messaging, digital presence, and strategic marketing influence acquisition decisions and boost exit values.

📅 April 24th
📍 𝗟𝗼𝗰𝗮𝘁𝗶𝗼𝗻: Maggiano’s Little Italy, 203 Westshore Plaza, Tampa, FL 33609
🔗 𝗥𝗲𝗴𝗶𝘀𝘁𝗲𝗿 𝗻𝗼𝘄: btctampa.com/educational-meeting

🚨 𝗙𝗶𝗻𝗮𝗹 𝗰𝗮𝗹𝗹! Don’t miss tomorrow’s exclusive 𝗠&𝗔 𝗱𝗲𝗲𝗽 𝗱𝗶𝘃𝗲 𝘄𝗶𝘁𝗵 𝗕𝗿𝗶𝗮𝗻 𝗦𝘁𝗲𝗽𝗵𝗲𝗻𝘀 𝗼𝗳 𝗟𝗲𝗴𝗮𝗰𝘆 𝗩𝗲𝗻𝘁𝘂𝗿𝗲 𝗚𝗿𝗼𝘂𝗽 at the 𝗕𝘂𝘀𝗶𝗻𝗲𝘀𝘀 ...
03/03/2025

🚨 𝗙𝗶𝗻𝗮𝗹 𝗰𝗮𝗹𝗹! Don’t miss tomorrow’s exclusive 𝗠&𝗔 𝗱𝗲𝗲𝗽 𝗱𝗶𝘃𝗲 𝘄𝗶𝘁𝗵 𝗕𝗿𝗶𝗮𝗻 𝗦𝘁𝗲𝗽𝗵𝗲𝗻𝘀 𝗼𝗳 𝗟𝗲𝗴𝗮𝗰𝘆 𝗩𝗲𝗻𝘁𝘂𝗿𝗲 𝗚𝗿𝗼𝘂𝗽 at the 𝗕𝘂𝘀𝗶𝗻𝗲𝘀𝘀 𝗧𝗿𝗮𝗻𝘀𝗶𝘁𝗶𝗼𝗻 𝗖𝗼𝘂𝗻𝗰𝗶𝗹’𝘀 𝗠𝗮𝗿𝗰𝗵 𝟰𝘁𝗵 𝗺𝗲𝗲𝘁𝗶𝗻𝗴!

You’ll walk away with:
📊 Key insights from a recent business broker survey
📈 Strategies to increase your business’s value
💡 A clear understanding of what buyers are looking for

📅 Date: March 4th
📍 Location: Virtual
🔗 Register now before it’s too late: https://btctampa.com/monthly-reg/

💼 If you own a business, you need to be in this session. See you there!

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Tampa, FL

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