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Preserving Your Business Legacy: Strategic Advice & Support

Navigate the complex transition of your family business with confidence. Our team acts as a sounding board for your potential succession plans and helps the professional advisors you need to rely on to achieve your goals stay coordinated.

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Time is the friend of the wonderful business, the enemy of the mediocre.

Warren Buffett

Expert Guidance for Business Transition

From ownership transfer strategies to post-exit planning, we coordinate with your advisors to help you create a plan that address your goals.

Secure Your Business Legacy
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Financial Impact Analysis

Understand how different succession scenarios affect your personal wealth and retirement goals. We help evaluate various exit strategies’ wealth creation implications while seeking to protect your long-term financial security.

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Family Dynamics Navigation

Navigate complex family discussions around business transition. We serve as an objective advisor, helping you explore options that balance business needs with family relationships and individual aspirations.

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Strategic Decision Support

Foster open dialogue about wealth transfer through facilitated family meetings and clear succession plans. We help address sensitive topics while maintaining family harmony throughout the transition process.

Denver Wealth Management Services - Obermeyer Wealth

Large Enough to Serve You; Small Enough to Know You

Obermeyer Wealth Partners is an independent, fee-only wealth management firm. Our investment philosophy emphasizes patience and long-term wealth preservation over speculative gains. Through strategic portfolio construction and disciplined financial planning, we help you build and protect lasting wealth for generations to come.

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Frequently Asked Questions

How will selling my business affect my retirement and long-term financial security?

An advisor will help analyze how different exit scenarios impact your personal financial goals. This includes evaluating your post-sale investment needs, retirement income requirements, and tax implications. A wealth advisor can create projections to help ensure that a succession plan accomplishes your goals.

When should I start thinking about succession planning from a personal financial perspective?

While business succession itself may take years to implement, understanding its impact on your personal finances should begin well in advance. This gives you time to evaluate different scenarios, adjust your personal financial strategy, and work through family discussions without pressure. A wealth advisor can help you understand the long-term implications of various options while there’s still flexibility to adjust course.

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Let’s Connect: Our Expert Advisors Are Ready to Help

Explore wealth management solutions with our approachable yet experienced team. Whether you’re looking to learn more about our investment philosophy or curious about our fees, let’s connect!

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