Business Advisory Services


As a business owner, your business is likely your single largest asset. It represents a lifetime of hard work and commitment, and may be how you plan to fund your retirement and the legacy you leave to loved ones. Thoughtful planning and regular adjustments are critical to your continued success.

Often, though, personal attachment to the business can cloud decisions and make it hard to be objective. Wells Fargo Business Advisory Services can work with you to understand the options and strategies available to you at each stage of business ownership. It all starts with a conversation.

Merger and Acquisition Advisory Services

  • National focus with offices throughout the U.S.
  • Help business owners plan for ownership transitions and execute sell-side M&A
  • Works as a multidisciplinary team, providing owners of closely-held businesses a holistic solution
  • We can guide business owners through every step of the process to help:
  • Identify target buyers
  • Solicit, evaluate, and negotiate transaction prices
  • Facilitate negotiations with legal and accounting advisors
  • Structure the deal with your interests and tax benefits in mind
  • Maintain confidentiality of all business transactions