Plan today for a successful transition tomorrow.
Lay the groundwork today for the future of your business, your family and your retirement with a succession or transition plan.
Whether carefully staging retirement, transitioning to family, finding a new owner, 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. We can provide integrated financial and business support, including:
Featured Thought Leader
Brian Goodhart leads Wipfli’s business transition group, specializing in transition and succession planning for business owners. Leveraging over 20 years of experience, he assists clients in making sound decisions as they navigate the growth and perpetuation of their business. Brian has a wide array of financial and consulting experience across multiple industries.