What Structured Bitcoin Treasury
Looks Like in Practice

A UK manufacturing company with £600,000 in idle cash approached BTA concerned about sterling erosion. Following a Treasury Workshop, the board approved a 5% allocation (£30,000) structured over 6 months using a weekly cost averaging framework. The Bitcoin position was established through a regulated UK exchange with hardware wallet custody. Sized conservatively, a 50% Bitcoin drawdown would represent less than 2.5% of total treasury, a level the board was comfortable holding through. The board has since approved a review to increase allocation to 7.5% in the next financial year. Modelled example based on real market data from the relevant period.

A regional logistics business holding £400,000 in current accounts wanted to understand whether Bitcoin treasury was appropriate before their annual board strategy review. The BTA engagement covered allocation sizing, accounting treatment, and full board presentation documentation. The outcome was a board approved Bitcoin treasury policy, the first of its kind for the business, with a 4% initial allocation structured across a 12 week purchase window. The CFO noted that having formal governance documentation made the board conversation significantly easier than anticipated. Modelled example based on real market data from the relevant period.

A senior partner at a UK professional services firm sought BTA advisory to structure a personal Bitcoin treasury allocation alongside business interests. The engagement focused on custody architecture, estate planning considerations, and a phased acquisition strategy. An 8% allocation of liquid reserves was structured using institutional custody and self custody hardware wallet. Full accounting and estate documentation completed within 3 months. Client details anonymised by request.