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Insights for business owners

Resources to help you plan for the next stage of your business.

Services available through Wells Fargo Bank, N.A.

Presale planning for business owners

Pre-sale planning is often an overlooked, but key step to help potentially minimize tax exposure, increase value, and align the outcome with your goals.

Business valuation: Understanding value and its drivers

Whether you’re weighing offers or planning for taxes, knowing your business’s value can be key. And understanding what drives the value can help improve it before a sale.

Which transition is right for you?

Business transitions often have better outcomes when early planning and clear goals are met with a disciplined process.

What to consider if you’re thinking of selling your business

When’s the right time to sell your business? Ideally, when it’s doing well and when you’re ready for it – personally and financially.

The Shifting Buy-sell Landscape

If you own a business with a partner(s) beware: the buy-sell landscape has shifted significantly.

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 work with resources across Wells Fargo Bank, N.A. to help you with the next stage of your business.

Wells Fargo Bank, N.A. (“the Bank”) offers various banking, advisory, fiduciary and custody products and services, including discretionary portfolio management. Wells Fargo affiliates, including Financial Advisors of Wells Fargo Advisors, may be paid an ongoing or one-time referral fee in relation to clients referred to the Bank. In these instances, the Bank is responsible for the day-to-day management of any referred accounts.