We offer exit-specific knowledge.

We provide technical skills and experience honed by helping dozens of business owners achieve successful exits. Our team understands the pitfalls of the process and knows how to avoid them. When you hire KBT, you have our commitment that we will do everything we can to guide you through a smooth transition.

We deliver a collaborative advantage.

The KBT team works with a wide range of professionals, including leadership development specialists, employee stock ownership plan (ESOP) experts, qualified retirement plan and deferred compensation experts, merger and acquisition attorneys, and transaction intermediaries. These collaborations allow our advisors to develop a targeted transition plan that solves your unique challenges.

We provide expert guidance.

We have worked with a wide range of companies in many different industries. Our clients range in size from $1 million to $100+ million in sales and include companies in construction, manufacturing, distribution, transportation, and professional services. The KBT team understands the complexities of family business transitions and knows that, while there are many common threads, no two companies or exits are the same. We recognize the individual needs of your business.