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:

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.

Investment Advisory & Insurance Services

Offered by: 

Wipfli Financial Advisors

Investment Banking Services

Offered by:


Wipfli Corporate Finance