Pass It On Inc Employee Directory
Financial ServicesColorado, United States2-10 Employees
Pass It On Inc is a financial services firm that designs strategies for business succession and estate conservation for families that own companies. The firm helps clients navigate ownership transitions while preserving family estates across generations. It serves about 800 families across more than 40 states and has operated for 70 years. Based in Colorado Springs, Colorado, the company operates as a small firm within the financial services sector. Its client base comprises families that own private companies, for whom it develops and implements succession and estate planning strategies.