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Business Transition Planning

The following information and opinions are provided courtesy of
Wells Fargo Bank, N.A.

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.

Options for selling your business

While buyers come in all shapes and sizes, the most sophisticated buyers are private equity groups and strategic buyers. What are these buyers and what can you expect from them?

Ways to increase your company’s presale value

Whether you plan to sell now or in the near future, these value-driving steps can have a dramatic impact on the value of your business.

Preparing to transition your family business to the next generation

Families who have successfully navigated business transitions tend to share these 8 best practices.

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.