


Charter BTA Revenue
Financial Services • Lake Oswego, Oregon, United States • 1-10 Employees
Charter BTA revenue & valuation
| Annual revenue | $85,555 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $273,776 |
| Total funding | No funding |
Key Contact at Charter BTA
Steve Hopkins
Owner
Company overview
| Headquarters | Lake Oswego, Oregon, United States |
| NAICS | 52 |
| Keywords | Exit Planning And Transition Advising |
| Founded | 2015 |
| Employees | 1-10 |
About Charter BTA
Charter BTA truly embodies the spirit of service. Reflected in the constant mantra of “it has to be a good deal for everybody,” Charter BTA seeks to serve not just the current business owner, but all stakeholders; prospective buyers, employees, customers, vendors and lenders. To Founder and CEO Steve Hopkins, this is not a choice; it is the only way to do business. Charter BTA’s purpose is to guide business owners through the perils of transitioning the ownership and management of their most valuable asset, the business they have built. In the process, we help the owner sell their “best business,” their most valuable business achievable, chart the next phase of their life plan, and support the communities built around the business. The results that Charter BTA produces reflect in the business community as well as for the business owner. By guiding the owner through a very specific set of questions, Charter BTA is able to provide peace of mind, a plan for the future, and reliability for everyone— the owners, both current and future, the employees, customers, and vendors. A staggering 80% of closely held businesses simply fold when it comes time for the owner to exit. When this happens, any value that could be captured, sold, passed on, invested, or given to charitable causes is lost. Charter BTA works to preserve this vast social and economic value.
Employees by Management Level
Total employees: 1-10
Seniority
Employees
Funding Data
Charter BTA has never raised funding before.
Frequently asked questions
4.8
40,000 users



