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About About BTA assists owners of closely held businesses in the business succession planning process. Our collective business experience provides a unique perspective to address personal liquidity opportunities that may include a stock or asset sale, Employee Stock Ownership Plan ESOPrecapitalization, estate and gift or other transfers of ownership.
We advise business owners on ownership and management succession as well as exit strategies to ensure a smooth and effective transition to a new ownership and management structure.
Meet our Team Frederick H. A graduate from the University of Missouri with a degree in Business Administration with Finance major. Farmer has been active in the ESOP community sinceand has worked on well over transactions.
He is a member of the ESOP Association and is currently on the Board of Directors for a defense contractor and an oilfield services company. SinceDan has emerged as a national presence on ESOP matters as a frequently published author and featured speaker.
Dan holds a B.
Kevin Hanson With over 15 years of experience, Mr. Hanson has been advising boards of directors, management teams and investors through mergers and acquisitions, fairness opinions, ESOP valuations, fundraising, due diligence efforts and strategic and succession planning.
With over 30 years of experience in the financial services industry, Rick has provided high level strategic business entity planning, business transition planning, tax mitigation consulting, risk management and benefit consulting services to institutional partners, banks, brokerage, CPA and laws firms.
He is a well-known national speaker and instructor on topics of advanced tax, wealth, business entity planning, risk management strategies and retirement. Deis Steven has charted more than 20 years in the financial services industry, with an emphasis in project finance and the development of business relationships with closely held corporations.
Serving our clients nationwide.Average salaries for MetLife SENIOR BUSINESS PLANNING & STRATEGY CONSULTANT: $, MetLife salary trends based on salaries posted anonymously by MetLife employees.
National Consultant: Stock-taking of the projects of Department of Environment (DoE), Department of Women Affairs (DWA), and Department of Disaster Management, which have targets for GE and/or womens empowerment and development.
Carlson Dettmann Consulting, LLC (CDC) is an independent management consulting firm with primary expertise in compensation strategies, employee relations, and related business services.
We understand the diverse needs of public, private, for-profit, and not-for-profit organizations.
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McKinsey helps new leaders with effective government-transition planning as they prepare to take office, tackle the highest priorities, and improve the lives of their constituents.