A business
succession plan reflects efforts to decide whether to sell a business or
transfer ownership to family members.
Our clients often want to transfer ownership to a family member to make sure the
business stays in the hands of someone who shares their emotional attachment
to the business they've worked so hard to build. To do this in a way
that assures a seamless transition, minimizes taxes, and helps you to achieve personal financial goals,
a proper plan needs to consider:
The value
of your business
Effective
ways to choose, prepare and install a new generation of owners and
leaders in the business
How to
ensure long-term viability of the enterprise
How to
provide for the outgoing owner's financial security
An
appropriate transfer method that considers tax and non-tax issues
A
realistic
timetable and exit strategy
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First Bank Building at DTC
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5105 DTC Parkway, Suite 475
Greenwood Village, CO 80111-2674
Telephone 1: (303) 830-0500
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Fax: (303) 860-7855 Click Here for
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Boulder, CO 80305
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P.O. Box 1
∙
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La Jara, CO 81140
Telephone: (719) 274-3300
Toll Free: (888) 830-8185
Fax: (303) 274-3301 Click Here for
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