Robert Saak, Senior Financial Advisor, Senior Vice President-Investments
Alexander Saak, Financial Advisor

Business Owners

We understand the complex problems and time commitment that owning a business may bring. As an experienced wealth management team, we work with you to offer customized products and services to help maximize your profitability. By teaming with your other professionals (tax advisor and/or attorney), we help identify potential opportunities to explore and obstacles to avoid. This collaboration provides personalized advice and helpful guidance to address many of your concerns.

Some questions that we can provide guidance on are:

  • How can I balance my personal and business finances?
  • What role does the business plan have in my overall wealth plan?
  • What is my business’ short- and long-term cash flow needs?
  • What are the options available for offering an employer-sponsored retirement plan?
  • What insurance strategies can be utilized to protect my business?
  • Should my business have a succession plan?
  • How will the sale or transfer of the business impact my personal wealth plan?
  • What pre-sale planning steps should I take before selling my business?
  • What are the key considerations when deciding whether to keep or sell a business?
  • How can financial, wealth transfer, and business transition planning be coordinated effectively?
  • What are the different ownership transition and liquidity alternatives available to me?
  • What tax and organizational considerations should I be aware of during a business transition?

Business Services

Ready to have a discussion. Connect with us.

Wells Fargo Advisors is not a legal or tax advisor.

Investment and Insurance Products are:

  • Not Insured by the FDIC or Any Federal Government Agency
  • Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or Any Bank Affiliate
  • Subject to Investment Risks, Including Possible Loss of the Principal Amount Invested
This information is intended for use only by residents of (CA, CO, FL, HI, IA, KS, MN, NV, OK, OR). Securities-related services may not be provided to individuals residing in any state not listed above.

For parties residing outside of the U.S., this information is: (i) provided for informational purposes only, (ii) not and should not be construed in any manner as an offer to participate in any investment or to buy or sell any securities or related financial instruments, and (iii) not and should not be construed in any manner as a public offering of any financial services, securities or related financial instruments. Products and services listed may not be available, or may have restrictions, depending on client country of residence.

Investment products and services are offered through Wells Fargo Advisors. 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.

Insurance products are offered through nonbank insurance agency affiliates of Wells Fargo & Company and are underwritten by unaffiliated insurance companies.

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