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.
