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Business Transition Planning

Advice and Planning offered through
Wells Fargo Bank, N.A.

How to groom your business for sale

Learn about common pitfalls to avoid when selling your business and steps you can take now to prepare.

Family business transition: Seven things you need to know

Seven considerations that are important to address when beginning succession planning conversations.

Which business transition option is right for you?

Each transition option has its pros and cons. Understanding each option and how it aligns with your goals is key in determining which transition option to pursue.

How to build a strong management team

Learn how building a strong management team may enhance the value of your business and help increase transition opportunities.

8 best practices for transitioning a business

Addressing these 8 best practices can help you execute a successful business transition.

Avoid regrets after selling your business

Find ways to help guide you in crafting a successful business transition and avoiding regrets.

Selling your business: Investment banker vs. business broker

Learn about the value that an investment banker or business broker can add to your business sale transaction.

Owner or Operator: distinct differences that matter

Learn why it’s important to clarify owner and operator roles.

You've worked hard to make your business successful. When you're thinking about what comes next for what may be your single largest asset, we can help guide you at every stage of ownership. Talk to your financial advisor about how we can help you with the next stage of your business.