Yes A checkmark with a circle around it close
Skip to Main Content
Wells Fargo Logo Wells Fargo Logo
Sign on
Woman in an office leaning on a drafting table and smiling

Insights for business owners

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

Family Business Governance & Alignment

Passing a family business to the next generation takes more than good intentions. Aligning values, leadership, and strategy through smart governance can help make a difference. Explore ways to get aligned and build framework.

Creating value and preparing your company for sale

Selling a business is rarely a quick decision – and successful exits are often prepared years in advance. Discover how early planning can help increase value, reduce risks, and position your business for a smoother sale.

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 to help you with the next stage of your business.

Private Wealth is an exclusive and personalized service and product offering for qualifying clients of Wealth & Investment Management (WIM). WIM offers financial products and services through bank and brokerage affiliates of Wells Fargo & Company.