No matter the size of your company developing a systimatic way to transition leadership is going to help keep you business healthy and your mission intact.

Whether your intention is to sell your business to key employees, transfer it to your children, or seek a sale to a strategic buyer, Colony West has the experience and expertise to help you make an informed decision on the right course of action. We will work with you to execute a strategy that fits your needs in the most tax efficient way possible. Not only will we guide you through the process, but we can also take the lead in implementing the strategies necessary to pursue your goals over your desired timeframe, whether a few months or many years.

Our team will work with you to clearly define your goals as a business owner and to develop, implement, and monitor a strategy that will help you stay on target.

A well-designed plan can help the owner to achieve a variety of goals depending on his or her specific situation and objectives. For example, a transition strategy may allow the business owner to:

  • Monetize value that is locked inside the company
  • Gain personal freedom from the day-to-day obligations of running the business
  • Share the responsibility and rewards of ownership with key employees or family members
  • Reduce gift, estate and income taxes related to any transfer of ownership
  • Maintain family harmony
  • Preserve a legacy via business continuity

Some products and services that address these goals are as follows:

  • Key-Person programs
  • Buy / Sell agreements
  • Stock Redemption programs
  • 401(k) plans
  • Profit-sharing plans
  • Pension plans
  • Simplified employee pension plans
  • Keogh plans
  • SIMPLE plans
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We can help you find out if you’re overpaying and do a comprehensive audit to find out what you’re missing. Let’s chat!