Business Advisory Services

You've worked hard to make your business successful. Now that you’re thinking about what comes next, it’s important to have trusted advisors to help along the way. Wells Fargo Private Bank can guide you at every stage of the process including valuing the business, developing an exit plan, or selling the business.

Business advisory services to meet your needs

Wells Fargo Business Advisory Services works with you and your professional advisors to build a comprehensive plan focused on your specific needs. Our experienced professionals have both the knowledge and objectivity to navigate the important issues related to a business transfer or sale. The Private Bank offers a wide range of specialized services and we can assist you in developing and implementing an effective plan.

Meeting your business ownership objectives

Service Your goals Business advisory services

Business succession and exit planning

  • Identify and implement a transition strategy that best meets your needs
  • Create a smooth transition to the future owners
  • Identify options for sale or transfer 
  • Transfer ownership to a family member
  • Sell to an employee or outside buyer
  • Use an Employee Stock Ownership Plan (ESOP) to transfer ownership
  • Identify any internal issues that need to be addressed 
  • Optimize estate planning to address tax considerations
  • Manage transition issues including critical staff retention or family dynamics

Business valuation

  • Understand the total market value of your business
  • Determine the value of your enterprise, fractional stock interest, or partnership interests 
  • Identify options for sale or transfer 
  • Value the business for estate planning purposes
  • Coordinate with legal and tax advisors 
  • Defend valuation before the IRS, tax court, or other entity, if needed

M&A Advisory Services offered through Wells Fargo Advisors, LLC

  • Market your business to find a buyer
  • Negotiate the contract
  • Manage liquidity of sale proceeds
  • Analyze timing, strategy, and valuation expectations
  • Assist in development of marketing materials and confidentially contact prospective buyers
  • Solicit, evaluate, and negotiate offers
  • Coordinate legal and accounting teams

Closely held asset management

  • Understand tax and estate implications 
  • Manage assets to help meet broader investment objectives
  • Coordinate with you and your advisors to manage closely held assets
  • Align with trust provisions or other traditional portfolio assets 
  • Objectively analyze the value and profitability of closely held assets

Interested in learning more about our Business Advisory Services? Connect With Us