PASS IT ON

We also provide for the unplanned transfers that occur following an illness or death of an owner by developing a Contingency Plan for employees and family members. Our approach considers not only these, but other contingencies such as the divorce, bankruptcy or termination of a partner where there is more than one owner... How do we find new clients? Their accountant, attorney, investment advisor, business coach, or a close personal friend who owns a business introduces us to the majority of our new clients. We don't chase people - because they run! Rather, we offer an objective review of their situation and the planning they've done and suggest any improvements that we think will help them accomplish their business and personal financial objectives... The professional lingo for what we do is Business Succession Planning and Estate Coordination for Family-Owned Businesses. Basically, we design plans and funding arrangements to protect family businesses from the many financial..

Also known as: Pass It On, Inc

Primary location: Colorado Springs United States