Vital Investment Management
Business transition and succession guide
This page unlocks a real PDF: a sequencing guide for owners who will someday sell, gift, buy out a partner, or step back. It is educational. It does not tell you to sell and it does not promise a price.
The same file lives at /guides/business-transition-succession-guide.pdf after you unlock it. Related reading: the exit article, business transition, and estate and succession.
Free PDF guide
Business Transition & Succession Guide
The sale, gift, or handoff is the last chapter. This guide is the work before it.
- Sale, gift, partner buyout, or a slower role — same early work
- A ninety-day absence test before anyone talks listing price
- Succession, estate documents, and the household plan named separately
Office: 4045 St. Cloud Drive, Suite 220, Loveland, CO 80538. Meet Dillon or return to all resources.
Two related notes sit beside this guide: business exit planning in Fort Collins and Colorado taxes when selling a business.