Are you an established BVFLS professional looking to sell your practice or firm?
Or, are you a next generation BVFLS professional looking to grow your practice or firm with an acquisition?
Unfortunately, there has been no platform to help you. Until now!
BVFLS Transitions provides a confidential listing service for Sellers looking to exit and Buyers wanting to expand.
We’re matchmakers, and we hope BVFLS Transitions can help you! Please spread the word about who we are and what we do.
Service Overview
Looking to sell
1. Create an account
2. Execute and return our agreement
Once your account is created, we’ll email a standard Seller Agreement.
3. Fill out and submit our listing form
We’ll send our confidential listing form— asking for just a few pieces of information.
4. That’s it—you’re done
We’ll assign your listing a unique identifier and make it live. We’ll reach out to make an intro when a buyer is interested.
Looking to buy
1. Create an account
2. Log in to view listings
Each listing will include a state location, dollar revenue, employee count, and primary type of practice.
3. Find a match
When interested in a listing, click a button to schedule a discovery call with us.
4. Get introduced to the seller
When you’re ready, we’ll make a mutual introduction for you and the seller to proceed.
Service pricing
> Selling
It is $49 per month to list your firm/practice. This fee is paid via credit card. If we are successful in introducing a buyer to you and a transaction occurs, we charge a reasonable success fee per the Seller Agreement.
> Buying
It is $49 per month to view listings for sale. This fee is paid via credit card. There is no contract, and you cease payment at any time. If we are successful in introducing a seller to you and a transaction occurs, we charge a reasonable success fee (paid by the seller).
About Us
John Schlegel
John has been in the executive search business since 1999, with a primary focus in Business Valuation and Forensic & Litigation Support. He founded Stonebridge Search in 2008 in Austin, TX. John partners with growth-minded firms and high caliber professionals in the BVFLS community – connecting them in mutually beneficial relationships that make businesses thrive.
Since 2012, John has been a member of The Pinnacle Society, the nation’s premier collective of search professionals, based on verifiable industry success, ethical standards, expertise, and experience. He earned a B.A. in Public Relations from the University of Oklahoma in 1996. He lives in Austin with his wife and four children.
Rod Burkert
In one way, shape, or form Rod has been performing business valuations since the late 1980s. In July 2000, Rod started Burkert Valuation Advisors in Philadelphia where he ran a "traditional” valuation practice for 10 years.
From 2010 to 2022 (12 years!), Rod traveled full-time throughout the US and Canada in an RV with his wife and dogs. When he saw the possibilities of a location-independent BVFLS practice, he started rbCOACHING to help others transform their firms.
Today, Rod is settled in Bisbee (for now!), AZ and focuses on his practice building coaching and this Transitions matchmaking service.
Frequently Asked Questions
We want to help BVFLS practitioners like you start the process of a smooth transition of firm ownership or talent – whether you are selling your practice or buying someone else’s. Our objective is to help you find the path and partner that suits your goals.
We are matchmakers for Sellers and Buyers of BVFLS firms and practices, acting as an intermediary to provide introductions to professionals on the other side of your table.
We don’t perform practice valuations (as odd as that may sound!), conduct due diligence, or represent you in negotiations along the way.
Frankly, there is no place else to find the necessary party/partner confidentially and efficiently on the other side of your table. We saw this gap in the BVFLS world and filled it.
I’m a Seller – how does your listing service work?
First, create an account with us here. We will then email you our standard Seller Agreement.
When you have executed and returned the Seller Agreement, we will provide our confidential listing form. The form will ask for just four pieces of information regarding your firm: State Location, LTM $ Revenue, Current # Employees/Contractors, and Primary Type of BVFLS Work Performed.
When you submit the form, we will assign your listing a unique identifier and push it live on the BVFLS Transitions website. Note that your and your firm’s identities are confidential and will not be disclosed on the website.
If a Buyer is interested in your listing, they will click its “I’m interested!” button. This creates a Calendly link to schedule a discovery call with John Schlegel. If the Buyer wants to progress to the next step, John will contact you.
If you want to proceed with that Buyer, John will make a mutual introduction. From there, you and the Buyer decide whether and how to move forward.
I’m a Buyer – how does your listing service work?
First, create an account with us here. Then, peruse our Seller Listings. Each listing will contain four pieces of information: State Location, LTM $ Revenue, Current # Employees/Contractors, and Primary Type of BVFLS Work Performed.
You will receive an email every time a new listing is created, and you can come back as often as you like to review our listed firms.
If you’re interested in a particular listing, click its “I’m interested!.” button. This will create a Calendly link to schedule a discovery call with John Schlegel. If you want to progress to the next step, John will contact the Seller.
If the Seller wants to proceed, John will make a mutual introduction. From there, you and the Seller decide whether and how to move forward.
I’m a Seller – how much does your service cost?
Your investment is $49 per month to list your firm/practice on the BVFLS Transitions website. This fee is paid via credit card. If we are successful in introducing a Buyer to you and a transaction occurs, we charge a reasonable success fee. You can view our standard Seller Agreement by creating an account here.
I’m a Buyer – how much does your service cost?
Your investment is $49 per month, which allows you to view listings of for-sale practices on the BVFLS Transitions website as often as you like. This fee is paid via credit card. There is no contract, and you can cease payment at any time.
How do I update my payment information?
First, we DO NOT store your credit card information. All payments are processed through our secure, third-party payment partner, Stripe, which complies with industry standards to ensure your payment information is protected.
To update your Seller/Buyer payment information, log into the website and click the “Update payment” link in the footer. This will direct you to a secure page powered by Stripe. From there, you can safely update your payment details. If you encounter any issues, contact us at info@bvflstransitions.com.
How do I cancel my subscription?
To cancel your Seller/Buyer subscription, log into the website and click the “Cancel plan” link in the footer. You’ll be asked to confirm your email address to complete the cancellation. If you are a Seller, please note that your listing will remain active on our website for 30 days before it is removed. If you have any questions, contact us at info@bvflstransitions.com.
Ready to get started selling or buying?
Helpful Resources
Whether you’re a Seller looking to increase the value of your firm before listing or a Buyer looking to analyze the strength of our listed firms—these resources can help.
Practice Builder Assessment
Ten quick questions that will help you discover what specific areas in your practice need your attention so you can achieve your goals! Your answers get emailed to Rod, and he will personally review them. Then, he’ll email you back with insights and resources that can help you make choices about where and how to make changes so your practice best serves you.
Business Valuation Firm Benchmarking Guide
Are you looking for BV practice management, operational, and profitability data by firm size? Do you want to know how your firm stacks up against other firms your size? Rod reconfigured the 2023 Business Valuation Firm Benchmarking Guide (2022 data) to do just that – spreading 40 data points across 6 buckets of firm revenue.
Get in touch
Have questions or want to learn more? We’d love to hear from you.