Pass It On
Pass It On, Inc. is a Colorado Springs-based financial advisory firm founded in 1947 that designs business succession and estate conservation plans for family-owned and closely-held businesses, serving over 1,000 client businesses across 40+ U.S. states and several foreign countries via a referral-only model.
- Company typePrivate
- Founded1947
- HeadquartersColorado Springs, United States
- Headcount1–10
- GTM typeB2B
- OfferingServices
Pass It On firmographics
Firmographics- Name
- Pass It On
- Legal name
- Pass It On, Inc.
- Website
- https://passitoninc.com
- Company type
- Private
- Founded year
- 1947
- Operating status
- Operating
- Headcount range
- 1–10 employees
- Short description
- Pass It On, Inc. is a Colorado Springs-based financial advisory firm founded in 1947 that designs business succession and estate conservation plans for family-owned and closely-held businesses, serving over 1,000 client businesses across 40+ U.S. states and several foreign countries via a referral-only model.
- Ownership category
- akta.pro rank
Pass It On industry classification
Industry- Product category
- Business Succession Planning
- NAICS
- Trusts, Estates, and Agency Accounts (525920), Trusts, Estates, and Agency Accounts (52592), Funds, Trusts, and Other Financial Vehicles (525)
- SIC
- Insurance Agents, Brokers & Service (6411)
- akta.pro primary industry
- Succession & Exit Planning (Owner Exit Readiness) (FSAEAIAF)
- akta.pro secondary industries
- Family Business & Succession Advisory (FSAAADAL), Estate & Probate Administration Services (FSAEAKAD), Estate & Legacy Planning Advisory (FSAEAAAG), Private Wealth Planning (Tax, Estate & Succession) (FSAAABAE)
Keywords
Where Pass It On is headquartered
LocationHeadquarters
- HQ city
- Colorado Springs
- HQ country
- United States
- HQ region
- North America
Offices1 record
Markets served
Pass It On business model
Business model- GTM type
- B2B
- Offering type
- Services
- Cost components
- Personnel, Operations, Technology or R&D, Marketing or Sales, Infrastructure
Revenue model
- Financial Advisory Services: Professional services for business succession planning and estate coordination for family-owned businesses. Revenue is generated through advisory fees for designing plans and funding arrangements to protect family businesses.
Go-to-market motion1 record
Distribution channels1 record
Marketing channels1 record
Pass It On product offering
Product offeringCore offering
Pass It On, Inc. provides business succession plan design and estate plan coordination services for owners of family-owned and closely-held companies. The firm helps business owners determine when and how to transfer their company and assets to the right people at the appropriate time, and supplements these core services with executive benefits planning, charitable planning concepts, insurability protection for children, and a proprietary Continuation Outline framework.
Product overview
Pass It On, Inc. is a financial services firm offering a unified portfolio of business succession planning and estate coordination services. The core offerings include Business Succession Plan Design, Estate Plan Coordination, Executive Benefits for Key Employees, and Charitable Planning Concepts, supported by planning tools like the Continuation Outline framework. The company also provides specialized offerings such as Insurability Protection for Kids and self-service Financial Calculators. The firm has been serving families since 1947, helping business owners transfer their companies and assets across generations.
Differentiator
Problem solved
Functional benefit
Products and services
- Business Succession Plan Design Core planning service that helps business owners develop exit strategies and transfer their company and assets to the right people at the appropriate time. Designed for owners of family-owned and closely-held companies seeking structured business transitions.
- Estate Plan Coordination Coordination of estate plans for owners of closely-held companies, integrating business and personal insurance planning components to protect and transfer accumulated wealth.
- Continuation Outline Strategic planning framework that helps business owners answer key questions about management decisions, financial decisions, company direction, and disposition of company ownership when transitioning the business.
- Executive Benefits for Key Employees Designing executive benefit programs for key employees of private companies and non-profit organizations to retain talent during and after business transitions.
- Charitable Planning Concepts Practical application of charitable planning strategies for families that own companies and are lifetime supporters of various non-profit causes, including partnerships with Christian Community Foundation, National Foundation, Inc., and Philanthrocorp.
- Insurability Protection for Kids Insurance planning service designed to protect insurability for children, a specialized offering for families concerned about securing future coverage options for the next generation.
- Financial Calculators Suite of financial calculators covering retirement, savings, insurance, taxation, home/mortgage, college, cash flow, credit, paycheck/benefits, and auto topics, made available on the company website for client self-help use.
Companies that use Pass It On
Customer profileSegments1 record
Ideal customer profiles2 records
Pass It On technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Pass It On partnerships and signals
Strategic signalPartnerships
Two partnerships are on record, tiered minor.
- Christian Community Foundation and National Foundation, Inc.minorReferenced as a charitable giving organization that helps families tap into their passions and transform their wealth through creative giving approaches. Pass It On uses their expertise to help clients experience the joy of charitable giving.
- PhilanthrocorpminorProvides planned giving services for para-church ministries, churches, and institutions of Christian Higher Education. Offers unique outsourcing concepts for charitable giving programs.
Scale indicators4 records
Recent moves3 records
Expansion highlights3 records
Pass It On competitors and assessment
Company assessmentEmerging players
- Business Enterprise Institute (BEI): Education and advisory community focused on business exit planning and owner readiness — directly comparable niche focus and audience, organized more as a network/coaching platform than a single advisor practice.
Broad incumbents
- Mercer Advisors: Large national RIA with a dedicated family-wealth and business succession practice serving closely-held companies across the U.S. — directly comparable to Pass It On's core market but operating with vastly greater scale and a multi-office footprint.
- Edward Jones: Mass-affluent-focused financial services firm with significant services to small-business owners on retirement, insurance, and exit planning — overlapping client segment but offering a much broader and more standardized product set.
- MassMutual Trust Company (and similar institutional trust services): Institutional trust and estate administration providers that serve as implementation partners — comparable in delivering estate and succession outcomes for family-business clients, but at considerably larger scale and as part of a multi-product platform.
- Creative Planning: Large national wealth management firm with significant family-business and business-owner planning practices, including exit planning and estate coordination — comparable service breadth with a much larger client roster.
Direct peers
- Threshold Group: Boutique, fee-only wealth advisory firm focused on closely-held business owners and multi-generational families, with services spanning business succession, exit planning, and family governance — the closest comparable in niche, scale, and service mix.
- Brophy Wealth Management (or similar succession boutique RIAs): Boutique advisory firms focused exclusively on closely-held business owners and succession planning — comparable specialization and referral-driven GTM, though specific firm identity not confirmed.
Regional players
- Moss Adams (or Big-4 / regional CPA firm advisory practices): Accounting-led advisory practices that integrate tax, succession, and exit planning for family-owned businesses — adjacent service offering often feeding Pass It On through CPA referral relationships.
- Schwartz Silverberg (Buchanan Ingersoll & Rooney succession practice): Law and advisory practices offering closely-held business succession and exit planning services — directly comparable in service scope but anchored in different regional client bases.
Others
- Philanthrocorp: Planned-giving services provider that Pass It On already references as a partner for charitable planning — adjacent ecosystem participant supporting one of Pass It On's service lines.
Market position
Strengths4 records
Weaknesses4 records
Competitive moat3 records
Key risks5 records
Key highlights6 records
Customer concentration
Pass It On social profiles
Digital presencePass It On financial estimates
Financial estimateRevenue estimate
Valuation estimate
Pass It On leadership team
Management profileNumber of profiles
Profiles5 records
Pass It On funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Pass It On M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Pass It On
What does Pass It On do?
Pass It On, Inc. provides business succession plan design and estate plan coordination services for owners of family-owned and closely-held companies. The firm helps business owners determine when and how to transfer their company and assets to the right people at the appropriate time, and supplements these core services with executive benefits planning, charitable planning concepts, insurability protection for children, and a proprietary Continuation Outline framework.
Is Pass It On a public or private company?
Pass It On is a private company. It is classified as family owned and is currently operating.
When was Pass It On founded?
Pass It On was founded in 1947. It employs 1 to 10 people.
Where is Pass It On based?
Pass It On is headquartered in Colorado Springs, United States, in the North America region.
How does Pass It On make money?
One revenue line is on record: financial Advisory Services.
Who are Pass It On's main competitors?
Business Enterprise Institute (BEI) is listed as an emerging player. Broad incumbents are Mercer Advisors, Edward Jones, MassMutual Trust Company (and similar institutional trust services) and Creative Planning. Direct peers are Threshold Group and Brophy Wealth Management (or similar succession boutique RIAs). Regional players are Moss Adams (or Big-4 / regional CPA firm advisory practices) and Schwartz Silverberg (Buchanan Ingersoll & Rooney succession practice). Philanthrocorp is listed as an others.
Does Pass It On have an API?
No public API is recorded for Pass It On.
What industry is Pass It On in?
Pass It On's product category is Business Succession Planning. Its primary akta.pro industry code is FSAEAIAF, Succession & Exit Planning (Owner Exit Readiness), with a secondary code of FSAAADAL, Family Business & Succession Advisory. Its NAICS code is 525920 and its SIC code is 6411.