Global View Capital Advisors

Succession Planning

Succession Planning

We prefer to call our succession planning services SUCCESSion planning, which better illustrates our goal for you and your business. Whether you own a farm, ranch or agribusiness, an engineering firm, a medical practice, or any other type of entrepreneurial small business, planning for your end goal is essential for success.

Do you want to retire someday, and do you know where your retirement funds will come from? Do you want to work forever, but have protections put in place to ensure the business goes on—and your family isn’t devastated—after you are gone? Do you want your children to inherit, or do you want to pass the business on to key employees or partners? Do you want to sell your business to an outside entity?

At Global View Capital Advisors of Idaho Falls, we will help you put the right plan and strategies in place to help you achieve your individualized, custom SUCCESSion goals.

  • Retirement Income Planning
  • Tax Strategies, Including RMD Planning & Roth Conversions
  • Social Security Planning
  • Annuities and Tax-Advantaged Insurance Solutions
  • Risk Management
  • Tactical Investing
  • Long-Term Care Planning
  • Estate Planning Strategies

Land as Your Legacy

For farmers, ranchers and agribusiness owners

We work with your team—or we bring a team to you—comprised of financial, legal/estate and tax professionals to help you plan a tax-advantaged, promising future for your family farm, ranch or agribusiness. At no cost to you, we will develop a transition and succession plan focused on helping you protect the future for your business and your family. We focus on your short- and long-term desires, your family members, your business’ potential, and your tax mitigation opportunities, and then put together a SUCCESSion plan focused on your individualized legacy goals.

Contact Us

Is your confidence in your current advisor strong enough to handle a second opinion, even if that advisor is you handling your own finances? We’re willing to block out 20 minutes to listen, share ideas, and see if we’re a good fit to work closely together to design, grow, and protect your wealth through the generations. Call us at (208) 528-0846 or send us a message here.