Business exit planning in Fort Collins

Fort Collins owners usually do not wake up one morning and sell. The company is a professional firm, a trade, a shop, or a growth-stage business, and it is also the household’s largest asset. Exit planning is the work of making that asset transferable, and of making the household able to live without it, before a buyer is in the room. The letter of intent is a late document. The early work is books someone else can read, a person besides you who can make payroll, and a personal plan that does not assume a perfect price on a perfect day.

Vital Investment Management is a fee-only, SEC-registered investment adviser. The office is in Loveland at 4045 St. Cloud Drive, Suite 220, a short drive south of Fort Collins, not a national desk that learned your city from a map. Dillon Goodman, CPA, CFP®, leads the business-owner practice. He is a Colorado CPA and a CERTIFIED FINANCIAL PLANNER™ professional. The firm does not prepare tax returns. If a sale will be taxed in Colorado, the planning notes are on Colorado taxes when selling a business. Your CPA still computes the return.

What the Fort Collins conversation is actually about

Most of the net worth is still inside the company, a building, or a book of business. Personal accounts, if they exist, were funded in the good years and ignored in the thin ones. Exit planning starts by naming that concentration out loud. Some owners will sell to an outsider. Some will sell to an employee or a partner. Some will pass the company to children, or keep running and simply want a ninety-day absence not to become a family crisis. The paperwork changes. The order does not. Exit as a multi-year project is the short map. Business exit planning in Northern Colorado is the regional page. The service engagement is business transition.

Investment management sits in the early years, not the week of closing. If the only way the household works is a single sale at a single number, you are still concentrated. Wealth outside the company and the Fort Collins investment management page describe that side of the work. We will not tell you to sell. We will not name a price the market has not offered. The valuation estimator is an illustration, not an appraisal.

Who this is for

This page is for a Fort Collins owner who wants a fiduciary in the room with the CPA and the attorney, and who can talk about a K-1, a buy-sell, and the operating account without translating the business into consumer-finance language. It is not a listing, a broker’s opinion, or a claim that one path fits every company on College Avenue. Who the practice is built around is on financial advisor for business owners.

Book the 30-minute intro call

The intro call is 30 minutes. Pick a time that works. Confidential, no product pitch, and no obligation to become a client.

Prefer a new tab? Book the 30-minute intro call. The office is 4045 St. Cloud Drive, Suite 220, Loveland, CO 80538. Phone (970) 776-3316. Text (970) 284-8555.