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  2. Succession Plans

Succession Plans

The death of a partner or major stockholder in a business can have devastating effects on both the business and the deceased partner’s surviving family.  The business is concerned with gaining control of the deceased partner’s interest at a fair price so that it can continue operations without interference from the surviving family members.  The family members are most concerned with receiving as much money as possible for their interest in the business and for capital that may be needed for estate settlement purposes.


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  •   16 Inverness Place East, Suite E-200, Englewood, Colorado 80112
  •   (303) 662-8332

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Securities and advisory services offered through Cetera Advisor Networks LLC member FINRA/SIPC, a broker/dealer and Registered Investment Adviser. Cetera is not affiliated with any other named entity.

Individuals affiliated with this broker/dealer firm are either Registered Representatives who offer only brokerage services and receive transaction-based compensation (commissions), Investment Adviser Representatives who offer only investment advisory services and receive fees based on assets, or both Registered Representatives and Investment Adviser Representatives, who can offer both types of services.

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