Business Succession Strategies

Business Transition Planning

Business transitions entail succession planning which is often a future consideration when one is in the process of building a business. Our team believes the ultimate exit from a business to realize the value from a lifetime of work is at least as important as growing the business. Whether the business is sold internally, externally or passed to family members, the founders want the transition to be seamless, know the company is in good hands and has the resources to prosper.


How we can help:


  • Informal Business Valuation – As a starting point, you will need to have an idea of the value of your business.
  • Buy-Sell Agreements – You should have a funded plan for the future of your company in the event of death, disability, retirement and/or divorce.
  • Transfer of Business to Children – There are many complications as well as benefits in transferring or selling a business to your children.  We can provide professional expertise to examine the strategies to help ensure a successful transition as well as family harmony.
  • Sale of Business – If you have or are considering the sale of your business, there are many financial, legal and tax issues that need to be addressed.  Get our team of specialists involved as early as possible in the process.
Segelke Financial Group

Top Financial Advisor South Jordan, UT, Jeff Segelke

Headquarters 10808 S Riverfront Pkwy, Suite 351  | South Jordan, UT 84095

Phone: (801) 987-3973 | Toll Free: (877) 236-5901 | Email: 


Orem Office 1145 South 800 East, Suite 110 | Orem UT • Farmington Office 262 N University Ave Drive | Farmington, Utah

©2020 by JRS Wealth Management.  JRS Wealth Management LLC ("JRS Wealth") is a Registered Investment Advisor ("RIA"), located in Utah. JRS Wealth provides investment advisory and related services for clients nationally. JRS Wealth will maintain all applicable registration and licenses as required by the various states in which JRS Wealth conducts business, as applicable. JRS Wealth renders individualized responses to persons in a particular state only after complying with all regulatory requirements, or pursuant to an applicable state exemption or exclusion.