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.
Succession Planning
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.
- Informal business valuations provide a snapshot that becomes the basis for quantifying risks of various losses
- Buy-Sell agreements
- Business overhead disability insurance
- Disability income insurance
- Key person life insurance
- Land As Your Legacy® transition planning for farmers and ranchers
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.
Take the PRO Edge Challenge!
If you’ve been told you need to have millions saved before you can retire, you’ll want to take the PRO Edge Wealth Challenge. If your retirement income is banking on a cookie-cutter 60/40 pie chart of stocks and bonds, we’ll show you just how far $500,000 in your portfolio may go in retirement—it may be a lot farther than you think. Best of all, it’s free to get your proposal.
Yes, I’d like to see how far my $500,000 nest egg will go!
I am Ready to Take the Challenge!
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.
Navigation
Address:
765 South Woodruff Ave, Ste 2
Idaho Falls, ID 83401
Contact Information:
Phone: (208) 528-0846
proedgewealth@gvcaponline.com
We are proud to have been named a top financial asset management services company in 2022-2024 by Financial Services Review. Read full disclosure here. Learn more here.
Global View Capital Management (GVCM) is an affiliate of Global View Capital Advisors (GVCA). GVCM is a SEC Registered Investment Advisory firm headquartered at N14W23833 Stone Ridge Drive, Suite 350, Waukesha, WI 53188-1126. 262.650.1030. Registration as an Investment Advisor does not imply a certain level of skill or training. Steven Sorensen is an Investment Adviser Representative (“Adviser”) with GVCM.
Global View Capital Insurance Services (GVCI) is an affiliate of Global View Capital Advisors (GVCA). GVCI services offered through Experior Financial Group, ASH Brokerage, and/or PKS Financial. GVCI is headquartered at N14W23833 Stone Ridge Drive, Suite 350, Waukesha, WI 53188-1126. 262-650-1030. Steven Sorensen is an Insurance Agent of GVCI.
The content on this site is developed from sources believed to be providing accurate information. It has been designed for informational purposes only and neither constitutes an offer to buy or sell nor a solicitation of an offer to buy or sell any security which may be referenced on this website. GVCM does not intend to provide investment advice through this site and does not represent that the securities or services discussed are suitable to any investor. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Investing involves risk and possible loss of principal capital. Past performance is no guarantee of future returns. No advice may be given by Global View Capital Management or Global View Capital Advisors unless an investment advisory agreement is in place.
Additional information can be found at: www.adviserinfo.sec.gov.
