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Business Succession Planning

Owning a family business can be quite rewarding, so retirement isn’t simply a matter of deciding not to go into the office anymore.  You have built a legacy and desire to see it endure.

The decision to pass the torch onto the next generation can stir up emotions, anxiety and questions about equity.  This is why we make it a priority for our family-owned business clients to be proactive in their succession planning and make those plans known.

We work with our clients to properly structure their financial affairs to minimize estate taxes and create a viable succession plan that protects and retains the value they devoted a lifetime to build.

We can assist you in exploring options such as buy-sell agreements, key-man compensation programs, as well as dynasty trust and limited liability entities designed to protect your net worth and your family.


Specialized Services
  • Business Restructuring
  • Fraud and Risk Mitigation
  • Asset Protection
  • Transaction Structure Analysis
  • Tax Projections
  • Family Governance
  • Retirement Planning and Projections


Contact Us

Loveland

(970) 667-1070
762 W Eisenhower Blvd
Loveland, Colorado 80537

Estes Park

1182 Graves Avenue
Unit C-1
Estes Park, Colorado 80517

Katy

(281) 665-7973
21398 Provincial Blvd
Katy, Texas 77450