Business Succession Planning

Lay the groundwork today for the future of your business, your family, and your retirement as only you can do. Whether carefully staging retirement, transitioning to family, developing and retaining management talent, or responding to the unthinkable, don’t leave the path of your business up to chance. Succession planning is the difference between a business stumbling or succeeding. Start planning for that success today with the help of Wipfli as your partner.

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. We’ve helped owners transition their businesses to family members, key employees, and third parties.

Planning and executing a successful business succession strategy encompasses many different components. Your team will include a combination of appropriate experts based on the organizational dynamics as well as the needs and goals 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 for assistance to start planning today for a successful transition tomorrow.

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