Private Wealth

Business Succession Planning

Plan today for a successful transition tomorrow.

Lay the groundwork today for the future of your business, your family, and your retirement as only you can do with a succession plan. Whether carefully staging retirement, transitioning to family, developing and retaining management talent, or responding to the unthinkable, don’t leave your business continuity plan up to chance. Start planning for that success today with the help of Wipfli's business transition group as your succession management partner.

Succession planning is the difference between a business stumbling or succeeding.

As your business succession planning partner, a team of multidisciplinary professionals will assemble to focus on your goals and priorities. Business owners have immediate access to every type of financial and business support, including talent management, human resources, financial planning, M&A, accounting, tax, estate planning, investment planning, and more.

The team collaborates with each owner to fully understand needs, priorities, and goals, helping to candidly identify clear objectives and evaluate options—all at the owner’s pace. Whether interested in stepping away from day-to-day management but still desire cash or to control major decisions or are simply ready to monetize your business, Wipfli can help. Wipfli’s continuity services have helped owners transition their businesses to family members, key employees, and third parties.

Planning and executing a successful business continuity strategy encompasses many different components. Your team will include a combination of appropriate experts based on the organizational dynamics as well as the needs, goals and growth strategy of the owner and the business.  

Contact a Wipfli relationship executive to start planning today for a successful transition tomorrow.

* Certain services may be offered by an affiliate, Wipfli Financial Advisors, under a separate engagement. Please visit for important information about the firm, its services and disclosures.

Featured Thought Leader

Paul T. Lally

Paul Lally leads Wipfli’s business transition group, specializing in transition and succession planning for business owners. Leveraging 28 years of experience, he assists clients in making sound decisions as they navigate the growth and perpetuation 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 industry trends, the transformations going on within various companies, and the realities of operating a privately owned company in today’s market.

Business Transition Planning CTA

Article - Does Your Business Need A Physical

Article - How Transition Planning can be a GPS for your Business

Article - Running vs Growing Your Business.

Article - Missing Middle: Making Succession Planning Part of your Business Strategy

Article - Why is Succession such a Dirty Word

Investment Advisory & Insurance Services

Offered by: 

Wipfli Financial Advisors

Investment Banking Services

Offered by:


WCF Advisors, LLC