403.774.9101

BTT

BTT

Ready….. Set….. GROW!!!

Project Execution Group – Business Transition Team (BTT) is an innovative project and business transition organization providing a unique, comprehensive solution for financial and wealth management, and corporate development. From financial planning through to money management for individuals and corporate entities, BTT facilitates transitions throughout the corporate life cycles helping owners identify the potential of their holdings and realize the full value of their personal wealth.

BTT has experience in serving energy, transportation, municipal, technology, health care, infrastructure and related supply and service clients since 2000. Our expertise spans organizational structure from shareholders and private equity through Boards, executive management, functional management and project systems. The BTT team brings geographic experience across Canada, USA, Latin America, Australia, Europe, Africa, Middle East, and China.

BTT includes seasoned executives with proven experience as trusted advisors; a team of leaders in operational excellence, value creation, finance M&A, project management, corporate/family governance, and wealth management. With specialists in managing and facilitating corporate transitions, BTT is process driven with measurable, repeatable, predictable and consistent results to create value for shareholders, owners, and future generations.

Services

Business Transition:

  • Business Analysis
  • Strategic Analysis
  • Management Engagements
  • Mergers, Acquisitions and Divestitures
  • Succession Planning
  • Management Transition
  • New Geographic Market Initiatives
  • New Industry Market Initiatives
  • Market Penetration / Expansion
  • New Products / Services

Operational Excellence:

  • Process Analysis / Improvement
  • Financing
  • Organization Restructuring
  • Growth Strategy Development
  • Risk Management
  • Talent Assessment and High Grading
  • Professional Services Coordination
  • Cash Flow Management



  • Corporate Structures
  • Corporate Governance
  • Ownership & Board Structure
  • Terms of Reference
  • Corporate Risk Mitigation
  • Grants of Authority
  • Adequate Measurement
  • Reporting Systems
  • Capitalization
  • Strategic Planning

  • Financial Services
  • Personal Financial Management
  • – Investment
  • – Administrative
  • – Advanced Planning
  • – Lifestyle
  • Corporate Financial Management
  • – Group Accident, Sickness and Health, Pension Plans
  • – Executive convertible insurance
  • – Key Man insurance
  • – Treasury and Cash Management

  • Management Services
  • Financials – current & historical
  • – Cash management
  • – Working Capital
  • – Financial Structuring
  • – Backlog
  • – Budgets
  • – Forecasting
  • – Capital Budgets
  • Business Systems and Tools
  • – Corporate ERP
  • – Accounting
  • – Supply Chain
  • – Project Management
  • – Customer Relations Management
  • Business Processes
  • – Gap Analysis
  • – Assessment of Consistency, Repeatability, Predictability