Business Advisory Services

Personalized guidance at every step

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—it's important to have trusted advisors. Wells Fargo Private Bank is prepared to guide you at every stage of the transition process.

Do you have a succession plan to transition your business?

We'll work closely with you to identify and implement a business exit strategy that best meets your needs, while planning for a smooth transition to the future owners. 

Business owners work with us to:

  • Transfer ownership to a family member
  • Sell to an employee or outside buyer
  • Use an Employee Stock Ownership Plan (ESOP) to transfer ownership
  • Manage transition issues including critical staff retention or family dynamics
  • Optimize their estate planning strategies to address tax considerations

An objective business valuation helps determine: "What is my business worth?"

Knowing what your business is worth is critical when planning to buy, sell, transfer, or gift. An objective valuation prepares you to make informed decisions in planning for your future. Also, it can be beneficial for debt financing or estate planning. Bringing many years of experience all of our appraisers are members of the American Society of Appraisers (ASA).

Our professional appraisers consider factors that impact value, including:

  • History and financial outlook of the company
  • General economic conditions
  • Review and analysis of the company's industry
  • Identification of comparable companies and transactions
  • Cash flow capacity
  • Control and marketability factors

As an exit strategy, are you considering a sell-side Merger & Acquisition deal?

M&A Services offered through Wells Fargo Advisors

Our M&A investment banking professionals have the business acumen, negotiating skills and experience to expertly navigate complex sell-side Merger & Acquisition transactions in the software, biotech, electronics manufacturing, and industrial supply industries, and more.

We'll work with you through every step of the process—from positioning your company for sale through closing to:

  • Understand and explain what makes your company valuable to potential buyers
  • Identify potential buyers and solicit offers maintaining a competitive process
  • Evaluate and negotiate terms of the transaction
  • Work with your legal and tax advisors to close the transaction in your best terms

Investment and Insurance Products:
  • Are Not insured by the FDIC or any other federal government agency
  • Are Not deposits of or guaranteed by a Bank
  • May Lose Value






Wells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo & Company.

Do you own an interest in a privately held company?

Holding interests in a family business can make estate planning especially complex. We work with clients who hold private entity interests in a trust or estate—as owners, grantors, and/or beneficiaries of:

  • Partnerships
  • Family limited partnerships, or
  • A limited liability company (LLC)
  • S or C Corporations

When you own or inherit an interest in a closely held (private) company you may face some unusual challenges. We work with you to determine the value of your holdings and assess whether you have the time or experience to properly manage them. If you like, we can professionally manage these interests on your behalf in trust or as an agent. 

As your needs dictate, we can introduce you Wells Fargo specialists for estate planning services, real estate asset management, oil gas and mineral management, or philanthropic services.

Learn more about our Business Advisory Services Email us

National locations of Business Advisory Services offices

Nationwide service is delivered via these local offices:

  • Los Angeles and San Francisco, CA
  • Minneapolis, MN
  • St. Louis, MO
  • Charlotte, Wilmington, and Winston-Salem, NC
  • Portland, OR
  • Philadelphia, PA
  • Houston, TX
  • Salt Lake City, UT