Paul T. Lally
Principal
Paul Lally leads Wipfli’s multi-disciplinary team offering services to the wealth and asset management industry. Leveraging more than 30 years of experience, he helps clients navigate the growth and long-term success of their business. As an industry speaker, Paul is known for his lively, on-target delivery of timely topics, practical strategies and thought-provoking insights. He has delivered keynote speeches to thousands of executives from a multitude of companies. Paul has extensive knowledge of wealth and asset management industry trends, the transformations going on within various companies and the realities of operating a privately-owned financial services firm in today’s market.
Services
Business consulting servicesAreas of Focus
- Strategic business planning
- Succession planning
- Transition planning
- Buy-side advice
- Sell-side advice
- Merger consulting
- Intercompany transfers/buyout planning
Education
Widener University- Bachelor of arts degree
Recent Insights
Articles
The risks and rewards of becoming an independent advisor
Feb 27, 2023
How resilient is your wealth and asset management business?
Feb 05, 2023
How wealth and asset managers can build stability in 2023
Jan 09, 2023
Market conditions make succession planning a priority
Jul 18, 2021
Maximize the sales value of your wealth and asset management firm
Jul 12, 2021
Own a wealth and asset management firm and want to secure success? Start here.
Jun 09, 2021
Do you want to manage your firm or grow it?
Jun 09, 2021
How to manage the #1 threat to your M&A: Employees
Jun 09, 2021
Delaying your transition plan only hurts your wealth and asset management firm
Jun 09, 2021
How to crisis-proof your succession plan
Mar 31, 2020
Starting the conversation: 6 succession planning tips for dealership owners
Nov 14, 2019
How to modernize your business transition plan
Oct 09, 2019
In Case of Emergency, Break Glass: Why Every Business Owner Needs a Day-After Plan
Mar 17, 2019
What Is Your Construction Company Worth to Others?
Feb 20, 2019
Succession Planning Starts with Transferability
Sep 14, 2018
The Emotional Roller Coaster Ride of Selling a Business
Aug 02, 2018
Succession Planning Starts With “Success”
Jul 20, 2018
Building Enduring, Transferable Value — An Entrepreneur’s Dream
Jun 22, 2018
Running vs. Growing Your Business
May 08, 2018
Does Your Business Need a Physical?
Apr 25, 2018
How Transition Planning Can Be a GPS for Your Business
Apr 16, 2018
Why Is Succession Such a Dirty Word?
Jan 19, 2018
The Missing Middle: Making Succession Planning Part of Your Business’s Strategy
Jan 10, 2018
Webinars
Build resilience through an effective cybersecurity plan
Mar 10, 2023
Developing a business resilience mindset through strategic planning
Feb 19, 2023
Using financials to create data-driven stability
Feb 06, 2023
SEC fines for cybersecurity breaches: How to increase your security and avoid penalties
Oct 21, 2021
Agile transition planning in the age of uncertainty
Apr 15, 2020
What dealership owners need to know about successful business transition
Oct 08, 2019
Insights into building enduring value into your business
Sep 04, 2019
Building Enduring Value: Is Your Manufacturing Organization Transferable?
Jan 15, 2019
Recorded Webinar: Is Your Business Transferable?
Oct 25, 2018
