Paul T. Lally
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.
ServicesBusiness consulting services
Areas of Focus
- Strategic business planning
- Succession planning
- Transition planning
- Buy-side advice
- Sell-side advice
- Merger consulting
- Intercompany transfers/buyout planning
- Bachelor of arts degree
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
How business owners can plan for the unexpected
Apr 15, 2021
How to crisis-proof your succession plan
Mar 31, 2020
How to modernize your business transition plan
Oct 09, 2019
What Is Your Construction Company Worth to Others?
Feb 20, 2019
Succession Planning Starts with Transferability
Sep 14, 2018
Succession Planning Starts With “Success”
Jul 20, 2018
Running vs. Growing Your Business
May 08, 2018
Does Your Business Need a Physical?
Apr 25, 2018
Why Is Succession Such a Dirty Word?
Jan 19, 2018
Agile transition planning in the age of uncertainty
Apr 15, 2020
Recorded Webinar: Is Your Business Transferable?
Oct 25, 2018