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 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:

• Strategic planning
• Organizational structure design and role alignment
• Executive search
• Individual tax
• Estate and gift planning
• Retirement planning
• Business valuations
• Sell-side due diligence
• Buy-sell agreements
• M&A and transaction support
• Investment banking
• Retirement planning
• Trust services
• Insurance and risk management *
• Wealth management and investment advisory services *

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 www.wipflifinancial.com for important information about the firm, its services and disclosures.