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5610 Ward Rd, Ste 300 Arvada, CO 80002
9200 E. Mineral Ave, Ste 100 Centennial, CO 80112
Phone: (303) 252-0852
Website: www.walshfinancialsolutions.com
July/August 2026
Review Your Succession Plan
Do you own a business? It's important to make sure to plan for what will happen to your business when you retire.
Maybe your partner wants to buy you out, or you want to pass the business to your heirs. If you plan to sell your business to outside investors, you'll need to get a valuation. Include any consultation fees if the new owner requires assistance during the transition. Regardless of how you plan to transfer your business to new owners, consider how you'll receive payment for your ownership. Will it be a single lump-sum payment, or will you receive monthly payments?
Your succession plan isn't just for retirement. It's also useful if you become ill, injured, or worse. And remember, your succession plan isn't something you create and then forget. Situations change, so review your plan each year.
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Vanderbilt Financial Group is the marketing name for Vanderbilt Securities, LLC and its affiliates. Securities offered through Vanderbilt Securities, LLC. Member: FINRA, SPIC. Registered with MSRB. Advisory Services offered through Walsh Financial Solutions or Vanderbilt Advisory Services. Walsh Financial Solutions and Vanderbilt Financial Group are separate and unaffiliated entities.
For additional information on services, disclosures, fees, and conflicts of interest, please visit www.vanderbiltfg.com/disclosures
Walsh Financial Solutions, LLC and LTM Marketing Specialists LLC are unrelated companies. This publication was prepared for the publication’s provider by LTM Client Marketing, an unrelated third party. Articles are not written or produced by the named representative.
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