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Pass It On

It’s more than a name, it’s a description of the work we do and the attitudes we promote.

We help business owners determine when and how to transfer their company and its assets to the right people, at the appropriate time, in the best possible way.

Our strategies help business owners get out and take something with them.

Planning to Keep Families in Business

We help business owners determine when and how to transfer their company and its assets to the right people, at the appropriate time, in the best possible way.

We focus on the family dynamics and financial outcomes of business transition and succession planning.

 

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Pass It On

...we provide business succession and estate conservation planning for families who own companies.

  • We assist clients who own a business to pass it on to their children or employees.
  • We help clients who've built a substantial estate to pass it on to their heirs or charitable concerns they've supported throughout their lives.
  • We work with families to protect the value system that enabled them to create their assets in the first place.
  • We develop exit strategies that let business owners get what they want when they want it.
  • Our company has been serving families for over seventy years. Longevity implies stability, competence, success, and dedication. We’re here today and will be tomorrow…passing it on.

 

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  •  Colorado Springs
    1216 W Colorado Avenue, Suite 100, Colorado Springs, CO 80904
  •  San Diego
    600 West Broadway, Suite 700, San Diego, CA 92101
  •   (800) 790-8320 / (719) 471-8331 (fax)
  •   Don@Passitoninc.com
  •   Misty@Passitoninc.com

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