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Business Advisory Services

Wells Fargo Business Advisory Services has specialists focused on helping owners of small- to mid-size companies—sectors often overlooked by many financial services institutions—with business succession planning, business valuation and closely held asset management.

The Wells Fargo Business Advisory Services advantage

Wells Fargo Business Advisory Services offers specialized services and extensive experience in a wide range of industries, allowing us to serve a broad range of business owners. Working with experienced professionals with both knowledge and objectivity will help you think through the many important issues related to a business transfer. It’s also important to work with a financial institution that offers a wide range of specialized services you may need to develop an effective plan and put it into motion, including:

Business succession planning Show Details

Wells Fargo Business Advisory Services provides objective, professional assistance to help manage business succession issues and establish a smooth transition between you and the future owners of your business. Working with you and your advisors, we can help you pass the business to family members with a succession strategy that best fits your situation, including an intra-family sale or lifetime gift.

Working with you and your advisors, we can also help you prepare for the transfer of the business outside the family through one of the following methods:

• Sale to non-family employees
• Using an Employee Stock Ownership Plan (ESOP)
• Sale to an outside buyer

Business valuation servicesShow Details

Assessing the value of a small- to mid-size company for estate planning or potential sale can be challenging. It is essential to work with professionals who have the specialized resources, capabilities and experience to assess the real value of your company, stock or partnership interests.

At Wells Fargo Business Advisory Services our specialists can help you:

• Determine the value of the business enterprise, fractional stock interest or partnership interests
• Identify options for sale or transfer
• Coordinate with your other legal and tax advisors
• Defend the valuation before the IRS, tax court or other entity, if necessary

Closely held asset managementShow Details

Wells Fargo Business Advisory Services works with you and your advisors to manage your closely held assets, as well as determine how they fit with other traditional portfolio assets to help achieve your overall investment objectives or align with trust provisions.

We also provide professional oversight and objective analysis to assess the value of closely held assets and help business owners buy, sell or transfer them through:

• Generational succession planning
• Partnership buy/sell agreements
• Internal and external buyouts

Proactive, personal serviceShow Details

Wells Fargo Business Advisory Services is staffed with professionals who will provide you with the experienced advice you need at this critical time.

Our specialists work closely with you, your tax advisor and legal counsel, wherever they may be in the U.S. Our personal approach means that we will be actively involved with you and your business advisors to help you realize the maximum value of your business.

Contact us to find out how Wells Fargo Business Advisory Services can help you plan and implement a successful and rewarding business transfer.

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Wells Fargo Private Bank provides products and services through Wells Fargo Bank, N.A. and its various affiliates and subsidiaries.

Brokerage products and services are offered through Wells Fargo Advisors, LLC, Member SIPC, a registered broker-dealer and separate non-bank affiliate of Wells Fargo & Company.

Wells Fargo affiliates may be paid a referral fee in relation to clients referred to Wells Fargo Bank, N.A.

Wells Fargo & Company and its affiliates do not provide legal advice. Please consult your legal advisors to determine how this information may apply to your own situation.

Whether any planned tax result is realized by you depends on the specific facts of your situation at the time your taxes are prepared.

Wells Fargo Bank, N.A. (the “Bank”) offers various advisory and fiduciary products and services. Financial Advisors of Wells Fargo Advisors, LLC, a separate non-bank affiliate, may refer clients to Bank for an ongoing or one-time fee. The role of the Financial Advisor with respect to Bank products and services is limited to referral and relationship management services. The Bank is responsible for the day-to-day management of the account and for providing investment advice, investment management services and wealth management services to clients. The Financial Advisor does not provide investment advice or brokerage services to Bank accounts.

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