Business succession planning is an essential aspect of any company's long-term sustainability. Whether you are nearing retirement or still enjoying the working life, it is never too early to begin building a transition plan.

Lauren and Benjamin are dedicated to empowering Colorado's most dynamic women and business owners by providing comprehensive team-based wealth planning services that support their financial goals and aspirations. With a focus on collaboration and tailored strategies, they strive to ensure that each client receives personalized guidance and solutions to navigate the complexities of wealth management effectively.

This article deep-dives into the different stages of the business lifecycle, offering valuable insights into the unique opportunities and challenges that arise in each phase. By understanding where your business stands in the cycle, you’re able to steer your strategic decision-making with more confidence and direction.

A Buy-Sell Agreement can protect your business, family, and partners. Learn from the Summation Wealth Group experts how a buy-sell agreement can ensure a smooth transition of ownership, handle unexpected events, and help maintain the stability of your company.

Tracking essential metrics during a business pivot is crucial for ensuring that the transition progresses smoothly and effectively. These metrics serve as reliable indicators of the business's performance, providing valuable insights into various aspects such as market trends, financial stability, and operational efficiency.

You have invested your heart and soul in growing your business, but have you considered what comes next? In this article, we share the importance of an exit plan and strategies to consider alongside your unique goals as a business owner.

Whether you're maneuvering through Colorado's 2023 Retirement Plan Mandate, exploring potential tax advantages, or concentrating on attracting top-tier talent, our team is committed to providing guidance and support every step of the way. This article takes a deep dive into the benefits of qualified and nonqualified retirement plans.

Planning for the future means more than just securing assets—it's about leaving a legacy that reflects your values and intentions. This article delves into how estate planning can help you craft a lasting legacy for your loved ones and causes close to your heart.