Welcome to IBTS

A ready built team of business transition advisors.

Effective Transition Plans Take Years to Execute.  Plan, Protect Your Legacy

YOUR WEALTH, YOUR LEGACY

Get Organized, Define Your Goals And Identify Priorities & Risks

Develop Transition Options: Key Employees, Family Members, 3rd Parties, Partners; and options for a Liquidation or ESOP

Conduct a Complete Review of Business and Personal Assets and Liabilities

Review Management Structure, Development, and Retention Plans

Communicate! Address all Legacy Issues with Family  & Stakeholders

Formulate a Leadership Strategy, to  Ensure Business Stability & Growth, as well as ‘Golden Handcuff’ Options

Develop Tax Advantages and Transfer Strategies

Create a Team! Strategize with Key Business Personnel & Experts; Legal Counsel; CPAs, Valuation Experts, and Tax & Financial Advisors and Recruiter

THE PLAN

◊ Succession

◊ Advisory  Team

◊ Estate Planning

◊ Time

◊ Valuation

◊ Management

◊ Tax Planning

◊ Value Building

The team

 

IBTS is a team of advisors that guides thoughtfully planned transitions to protect you and your family’s financial future and legacy.

Karen-Anderson

Karen

Anderson

Executive search professional

Layla

McLean

Estate

Attorney

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Nick

Blankl

Family Wealth

Advisor

Carl 

Cox

Strategy

Consultant

Randy

Moe

Investment

Banker

Paul

quandt

insurance

advisor

Mike

Foresee

Commercial

Banker

kris

peterson

tax

advisor