Through our comprehensive list of services, we deliver value to a wide variety of clients.  Our clients are owners that are driven to take their business to the next level.  It is often difficult to see the top of the Himalayas, let alone reach the top, when we continue to struggle market uncertainty, resource constraints, growing regulatory burdens and shrinking margins.  We look to provide services ranging for growth initiatives to minimizing risk. 

Growth Initiatives:

BTA can support growth initiatives for both wealth services firms, colleges/universities and individuals.  Growth is often focused on increasing revenues, operational efficiency through technology and reporting, improving net income, providing focus to key personnel and improving retention of staff.  What is most important is that we strive to create sustainable, measurable, improvements.  As we work together to develop a plan, the roadmap to success will become apparent.

Risk Mitigation:

Today’s environment has created a period of financial hardship matched with ever increasing risks. Data security, regulatory and legal compliance, geopolitical unrest and unstable financial models pose significant threats to success.  We work with firms and individuals on various forms of risk mitigation.  Depending on your primary concerns, BTA is ready to work with you to address those concerns. 

While our model is transferrable to any business, below is a listing of the businesses we focus on: