a ready built team of business transition advisors.

We Are IBTS!

The ideal business transition solutions team is a dedicated group of individuals specifically put together to help business owners and their families plan and execute the successful transition of the business whether to third parties, key employees, and outside third-parties, or ESOPs.

 

Together the team provides a book and approach to a companies life cycle.

 

The Team

Karen Anderson

Executive Search professional

Acumen Talent Search

Karen Anderson is an executive recruiter and leads Acumen Executive Recruiting Talent Search division. She is instrumental in partnering with and helping companies find professionals, to both fit the company culture and excel in their role.

Nick Blankl

Family Wealth Advisor

Consilium Wealth Advisory

Nick Blankl is a Managing Director with Consilium Wealth Advisory with 20 years of investment and advisory experience working with families and business owners. He independent advocate on behalf of business owners and their families.

Randy Moe

Investment Banker

Orca Capital

Randy Moe is President of Orca Capital, Inc., a Portland-based boutique investment bank. Orca Capital advises companies as they sell or buy businesses. Over his 20+ year career, Mr. Moe has completed nearly 50 transaction worth more than $11 billion.

Layla McLean

Estate Attorney

Buckley Law

Layla McLean is an attorney, Buckley Law, focusing on estate planning and administration for taxable and non-taxable estates, business law and real estate transactions.

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Mike Foressee

Banker

Columbia Bank

Mike Foresee is a Vice President for Columbia Bank. He has over 26 years of commercial banking  experience.

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Carl Cox

Strategy Consultant

40 Strategy Inc. 

Carl Cox is the CEO and founder for 40 Strategy Inc.  Over 15 Years of hands-on executive leadership creating strategic plans and executing them at a high-level. 

Paul Quandt

Insurance Advisor

HUB International

Paul Quandt is a commercial insurance advisor with HUB International with 14 years of insurance and risk management. He make it my business to know your business because every industry has its own unique risks and insurance.

Kris Peterson

Tax Accountant

Talbot Korvola & Warwick

Kris Peterson is a partner with TKW. Kris has more than 20 years of experience working with closely held businesses and their owners to resolve a wide range of tax and business issues involving both planning and compliance.