Business Succession

Our diverse offering of services delivers a forward-looking perspective to our clients’ financial lives, providing clarity as well as a sound basis for investment, estate, retirement, and business succession, as well as tax planning.

Ownership of a business enterprise is accompanied by three basic rights: equity, income, and control. Many business owners have not implemented succession plans because they are unaware that these rights can be completely separated – and often are – in order to meet all parties' objectives. Many others have not taken the time and effort to define those objectives, and still others believe that no options exist to meet their objectives. As difficult as it is to grow and manage a business enterprise, the last great test of ownership is in its successful transition of ownership and management. Whether succession is to a family member or third-parties we recognize that:

A plan must begin with well-defined objectives. The landscape is littered with failed plans that begin with financial products or tax planning concepts.
Our job is to educate and inform our clients regarding viable options based upon those objectives.
Optimum outcomes are gained through coordination with, and the consensus of, the client's other advisors.
CFM Horizon™
Our proprietary financial modeling (individual and corporate) is the road map that demonstrates options, illustrates financial viability, develops consensus, and ultimately leads to implementation.

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Please Note: Limitations. The scope of any financial planning and consulting services to be provided depends upon the terms of the engagement, and the specific requests and needs of the client. Capital Advisors, Ltd., LLC does not serve as an attorney, accountant, or insurance agent. Capital Advisors, Ltd., LLC does not prepare legal documents, nor does it sell insurance products.

If the client engages us to do so, Capital Advisors, Ltd., LLC can provide tax preparation services as discussed in Capital Advisors, Ltd., LLC’s written disclosure Brochure (a copy of which is linked to this web site) per the terms and conditions of a separate engagement and fee.

If the client desires, one of Capital Advisors, Ltd., LLC’s representatives, in their separate licensed individual capacities, can be engaged to provide insurance sales/services as described on Capital Advisors, Ltd., LLC’s written disclosure Brochure (a copy of which is linked to this web site) per the terms and conditions of a separate engagement and fee.