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

Nick

Blankl

Family

Wealth Advisor

gary

Furr

business

consultant

Randy

Moe

Investment

Banker

Paul

quandt

insurance

advisor

Nick

Olheiser

Commercial

Banker

kris

peterson

tax

advisor