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Succession Planning

Investment advisory services are offered through CliftonLarsonAllen Wealth Advisors, LLC, an SEC-registered investment advisor.

Construction Consultants Woman Older Man Tablet

Transitioning your construction or real estate business to new owners once you retire can be daunting. Our resources can help you start the process.

Preparing for transition

Succession Planning Resources for Construction and Real Estate Companies

Business owners tend to focus on the issues immediately in front of them and put off addressing long-term plans. Business succession planning for construction and real estate companies is multi-faceted, and many of an owner’s considerations and preparations depend on who will take over the ownership of the company. This collection of articles offers a variety of professionals’ perspectives on several different elements of succession planning.


Succession Planning: The First Steps for Construction Companies

The number of aging construction business owners is growing, and many need to start formally planning how their business will be managed once they retire.



Selling a Construction Company: Four Areas That Build Value

As construction company owners contemplate the eventual sale of their business, their daily focus should shift from running the company to positioning it for the transition.



Succession Planning: Determining the Value of a Construction Business

There are various accounting methods that construction companies can use when determining the value of their business. The best method for a company depends on its type of business.



Buy-Sell Agreement Provides Clear Path for Construction Company Success(ion)

Buy-sell agreements are well-thought-out blueprints that ensure the continued success of the company and compensate owners for their contributions.



Transitioning to the Next Generation of Construction and Real Estate Ownership

Construction and real estate business owners must examine a variety of issues when deciding if they want to pass the business on to the next generation.



Transferring a Construction or Real Estate Business to Owners or External Parties

Baseball sage Yogi Berra said, "It ain’t over till it’s over." Same goes for Social Security, which remains financially sound and relevant to retirement planning.



Succession Strategies for Owners of Privately Held Real Estate Portfolios

Owners of real estate portfolios have several options to consider as they transition out of the daily management of their assets.