BTCG delivers integrated consulting across technology, cybersecurity, finance, talent, and AI — helping SMB and mid-market organizations protect value and achieve transformative growth.
Our team is comprised of senior-level leaders and executives who have left successful careers at enterprise and Fortune 500 companies — driven by a passion to bring proven business and technology practices to the SMB and mid-market.
We don't just advise — we execute. Whether fractional, interim, or project-based, we deliver the right expertise at the right time to improve performance and drive measurable results.
| Technology | Modernization, ERP, AI, digital strategy |
| Cybersecurity | Risk, governance, vCISO, compliance |
| Finance | CFO advisory, modeling, forensics |
| AI Services | Strategy, governance, implementation |
| Talent & HCM | Executive search, HCM systems |
Technology due diligence built for value creation and exit readiness — from entry pricing to maximizing exit multiple.
Learn more →Digital strategy, modernization, enterprise solutions, AI services, and managed technology support.
Learn more →Compliance frameworks, data privacy, SOC audits, IT controls, and cybersecurity advisory.
Learn more →Threat assessments, penetration testing, vCISO, incident response, and compliance support.
Learn more →Business-first AI strategy, governance, use case prioritization, and responsible implementation.
Learn more →Fractional CFO, financial modeling, forensic accounting, GL, and strategic planning.
Learn more →Executive search, HCM systems advisory, workforce transformation, and recruiting automation.
Learn more →Independent health insurance specialists — free quotes, 82+ plans, serving Wisconsin residents.
Learn more →Select a service area to explore capabilities, descriptions, and detailed offerings.
Technology diligence built for PE outcomes — value creation, entry pricing, and exit readiness.
Explore →Digital strategy, enterprise solutions, modernization, AI, and managed services.
Explore →Compliance frameworks, data privacy, SOC audits, and IT controls advisory.
Explore →Threat assessments, pen testing, vCISO, cloud security, and compliance support.
Explore →Business-first AI strategy, governance, and responsible implementation for SMB & mid-market.
Explore →Fractional CFO, financial modeling, forensic accounting, and strategic planning.
Explore →Executive search, HCM systems, workforce transformation, and RPO programs.
Explore →Independent health insurance specialists — free quotes, 82+ plans. Serving Wisconsin residents.
Explore →BTCG provides technology due diligence designed for private equity outcomes — not just deal execution. We evaluate a target's technology platform across product functionality, infrastructure, security, and innovation potential to identify risks, unlock upside, and determine how technology will impact EBITDA, growth durability, and exit valuation.
While traditional diligence asks "Is this company safe to buy?" — BTCG focuses on "How do we maximize value at exit?"
Connect with our senior advisors to discuss technology due diligence, value creation roadmaps, and exit readiness for your portfolio.
Technology is advancing rapidly, and the pace of change is only accelerating. Yet the outcomes organizations want from their systems remain the same: new efficiencies, increased growth, and greater security. With more options than ever before, the technological choices made today shape how your business will compete tomorrow.
BTCG's technology consulting delivers the integrated solutions you need to drive your organization forward. We unlock the real impact of technology so you can transform faster, engage smarter, and get tangible results.
Maintaining a competitive position in the digital footrace is critical as the gap between organizations with mature IT and those without continues to grow. BTCG provides the guidance you need to connect technology to your organizational objectives.
We work alongside your teams as a strategic partner, leveraging human-centered design and incorporating organizational strategy to keep investments aligned with future goals. We embrace continuous improvement — helping you maintain your environment, optimize solutions, and scale.
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Fortify your digital defense system and protect your data in an ever-evolving cyber landscape.
SecurityMSP & MSSP effectiveness assessments and RFI/RFPs based on industry best practices.
AdvisoryDistill and deliver your data into easy-to-understand insights that improve performance.
DataAlign software selection and strategy to drive productivity, automate tasks, and uncover new efficiencies.
StrategyReplace ineffective IT with smarter, more connected systems aligned with strategic goals.
ModernizationModernize operations with CRM and ERP solutions designed to help you operate faster and smarter.
EnterpriseTalent and experience to manage critical IT functions outside your level of digital comfort.
ManagedCertified project managers and Business Impact Analysis to determine risk-based impacts.
PMOA practical perspective on harnessing AI in a secure manner with tangible ROI.
AIWhether you need a digital strategy, ERP modernization, AI implementation, or managed services — we're ready to help.
The latest technology can enhance your organization with new efficiencies, increased automation, and better data insights. But as technology evolves, so do the risks. Third-party tools and vendors are increasingly appealing options — but they can also expose you to hidden threats.
BTCG's technology risk advisory services help your organization stay innovative while managing risk and regulatory requirements.
We don't drop in with recommendations and then abandon you. We work as an extension of your team to provide ongoing strategy and evaluation of new risks, scaled to fit your needs. Our integrated team has the unique ability to bridge the gap between the operations and technology sides of a business.
NIST, PCI, HIPAA, and industry-specific regulatory compliance advisory.
ComplianceAssessment, architecture and implementation of effective cybersecurity measures embedded in operations.
CyberUnderstand and assess how data privacy impacts your organization with audits and management services.
PrivacyCollaboration for SOC audit preparation, assessment, and control strengthening.
AuditControls review with actionable feedback and best practices — beyond identifying risks.
ControlsLet our senior advisors help your organization manage risk, maintain compliance, and protect your digital environment.
Cyber risk is evolving fast, and the cost of inaction is higher than ever. A single data breach can disrupt workflows, compromise your credibility, and lead to significant financial losses. Organizations face an increasingly challenging cyber landscape, with ever-changing data regulations and AI-powered attacks targeting critical systems.
To manage risk, you have to know what and where the threats are. From our Risk Management program to threat analysis and simulations, BTCG's holistic cybersecurity services can help proactively protect your business.
We believe the key to an effective information security program is proactive management that turns cybersecurity into a critical business function. We help you operationalize cybersecurity — implementing the right practices at the right cadence. As a cybersecurity services provider, we bridge the gap between operations and technology, combining cybersecurity, audit, and industry-specific experience.
Understand current risks related to external hacks, unauthorized access, ransomware, and data or money theft.
AssessmentSee how your cybersecurity matches up against frameworks like NIST, CSF, and industry-specific best practices.
Health CheckReal-world attack simulations via penetration testing and social engineering to evaluate network and system strength.
Pen TestingValidate that prevention, detection, and response controls are performing as intended against real-world threats.
SimulationIdentify where systems, cloud environments, and applications may be vulnerable to exploitation.
ScanningStrengthen defenses with a mix of security controls tailored to your risk profile.
ControlsStrengthen resilience to cyberattacks with actionable continuity and incident response programs.
ResilienceSecure your cloud environment with tailored strategies to protect data, maintain compliance, and mitigate threats.
CloudProactive support for assessing AI-related security risks, governance, and workforce training.
AI RiskBTCG partners with best-fit MSP/MSSP vendors to ensure ongoing monitoring, detection, and response support.
ManagedVirtual CISO providing strategy, oversight, and executive reporting on a fractional basis.
ExecutiveNavigate FFIEC, CMMC, HIPAA, and PCI regulatory requirements with confidence.
ComplianceConnect with our cybersecurity advisors to fortify your defenses, assess your risk posture, and build lasting resilience.
SMB & mid-market companies don't need hype. You need clarity. You know AI has the potential to accelerate your business, but it's hard to know where to start. You might be unsure what's real, what's risky, or what's even relevant to your operations.
BTCG helps SMB & mid-market firms find clarity and build confidence in their AI approach. Our business-first model helps you set a grounded strategy and build a responsible roadmap — so you can harness AI without the chaos.
Multiple teams experimenting without alignment or governance. We create a unified strategy with policies to guide experimentation, adoption, and risk.
Disjointed workflows slowing AI adoption. We help you connect systems and implement effective data management and governance practices.
BTCG provides business advisors, engineers, and analysts who support your goals without adding headcount.
We help you design for responsible use — from security and compliance to transparency and change management.
Our AI consulting services are built for the SMB & mid-market. While other firms push big-enterprise solutions, we focus on helping growth-focused companies use AI in ways that make sense for their size, culture, and systems.
Build a blueprint that reflects your risk tolerance and ROI goals.
StrategyDesign and prioritize AI use cases grounded in practical, measurable business value.
ImplementationScalable governance and support for evolving technologies including agentic AI.
GovernanceEnable your teams with training, guardrails, and change management for AI adoption.
TrainingWork with our AI advisors to build a grounded strategy, prioritize use cases, and implement responsibly with measurable ROI.
At BTCG, our experienced financial executives have a proven track record of driving measurable results. We don't just advise — we execute. Our team quickly identifies your company's key financial challenges, prioritizes solutions, and delivers hands-on support to improve performance and profitability.
Guided by our core values and commitment to our clients' success, we provide customized financial solutions. Whether you require fractional, interim, project-based CFO services, or a full-time placement, we deliver the right expertise at the right time.
Detailed, high-volume, multi-system financial reconciliations ensuring accuracy and audit readiness.
AccountingAccurate cost allocation models, job costing, and unit economics to understand true cost drivers.
Cost AnalysisRobust financial models, forecasts, and analytics to support strategy, budgeting, and decision-making.
FP&AInvestigate financial irregularities, reconstruct transactions, and identify fraud or control breakdowns.
ForensicFull accounting cycle management including journal entries, reconciliations, and financial statements.
AccountingFinancial, operational, and compliance analysis for government-funded programs.
GovernmentExperienced interim CFOs, controllers, and finance managers who stabilize operations and drive transformation.
LeadershipIndependent inventory counts and process reviews to validate accuracy and strengthen internal controls.
ControlsEnd-to-end financial and operational process mapping to identify inefficiencies and automation opportunities.
ProcessMulti-year financial models, capital strategies, and scenario analyses aligned to organizational priorities.
StrategySenior financial experts working directly with executives, owners, or boards to guide strategic decisions.
AdvisoryOur experienced financial executives are ready to help you drive performance, improve profitability, and plan for growth.
BTCG delivers end-to-end Talent Acquisition and Human Capital Management consulting designed to help organizations build stronger, smarter, and more connected workforces.
We combine deep recruiting expertise with enterprise-grade HCM advisory to optimize how companies attract, hire, and retain talent while modernizing the systems that power their workforce operations.
Direct-hire, contingent, and retained search support across BTCG's core industries.
Vendor-agnostic consulting to help organizations evaluate, implement, and optimize HR and TA systems.
Let us help you build stronger teams, modernize your HR systems, and transform your workforce strategy.
For over 23 years, our licensed, independent agents have provided free quotes for your healthcare needs, serving individuals and families. Specialty areas include Individual Health Insurance, Family Health Insurance, Short-Term Health Insurance, and Student Health Insurance.
Serving Wisconsin Residents | Free Consultation | No Obligation
Representing over 12 organizations offering 82+ plans in your area
Speak with one of our licensed, independent agents today — free quotes, no obligation, serving Wisconsin residents.
BTCG brings cross-sector expertise honed through senior leadership careers at enterprise and Fortune 500 organizations — now applied to the SMB and mid-market.
Our team is comprised of senior-level leaders and executives who have left successful careers at enterprise and Fortune 500 companies — driven by a passion to bring proven business and technology practices to the SMB and mid-market.
We don't send junior staff. Every engagement is led and delivered by experienced executives who have sat in your chair, faced your challenges, and delivered real results.
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Add a short bio preview here — 2–3 sentences that highlight this team member's background, expertise, and what they bring to clients.
Add a short bio preview here — 2–3 sentences that highlight this team member's background, expertise, and what they bring to clients.
Add a short bio preview here — 2–3 sentences that highlight this team member's background, expertise, and what they bring to clients.
Deep cross-sector expertise from manufacturing to government — bringing relevant perspective to every engagement.
Senior consultants and fractional CIO/CTO/CISO leaders embedded in every engagement — no junior handoffs.
Independent guidance focused on results, not vendor incentives. We recommend what's right for you.
Combining system optimization with workforce strategy for complete organizational transformation.
We preserve value today and create measurable growth for tomorrow. Every engagement is accountable to results.
Our team members are ready to learn about your challenges and bring proven executive experience to help you achieve new heights.
Whether you're exploring a specific service, need a quick consultation, or are ready to engage, our team responds promptly and without pressure.