Business Transition Solutions
Business Transition Solutions (BTS) is a firm dedicated to helping Financial Advisor business owners start and protect their legacies through meaningful Continuity Plans, Business Valuations, Succession Plans and guidance on Mergers & Acquisitions. We are advocates, guides, and project managers for Financial Advisor business owners in starting, protecting, and exiting their businesses.
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Verified contacts
6
available on Kipplo
LinkedIn employees
6
1 to 10 range
Open roles
—
no listings
Distinct roles
5
indexed titles
Tech stack
2
tools in use
Monthly traffic
32
organic / mo
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Decision-makers and verified team members
6 contacts with verified email or phone · masked until revealed.
- AR
Alison Ruble
Creative Director · Advertising & Marketing
EmailPhone - TC
Tarra Carlson
Director of Marketing Strategy · Advertising & Marketing
EmailPhone - KB
Kara Berhow
Vice President, Transitions · General Business & Management
EmailPhone - KM
Katie Moritz
Project Manager · General Business & Management
EmailPhone - BU
Brianna Umthun
President · General Business & Management
EmailPhone - KB
Katie Bormann
Project Manager · General Business & Management
EmailPhone
Showing 6 of 6 verified contacts
Top roles at Business Transition Solutions
5 distinct titles indexed · top 5 shown.
- 2project manager
- 1creative director
- 1director of marketing strategy
- 1president
- 1vice president, transitions
Sign up to unlock all 6 contacts at Business Transition Solutions
Free for 7 days · 50 credits · no card · only pay for verified records.
Sign up to reveal 6 verified contacts at Business Transition Solutions
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