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.
- Strategic planning
- Organizational structure design and role alignment
- Management succession
- Ownership succession
- 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.
Featured Thought Leader
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.
