Business Owners

Comprehensive strategies designed around your business needs.

Since your company or professional practice is one of your most important assets, we work with you to offer customized products and services to help you maximize its success and profitability. We can help you answer questions, such as:

• What role does the business play in my overall wealth plan?

• How do I determine the value of my business?

• What are my business’s short and long-term cash flow needs?

• How do I manage my restricted/concentrated equity ownership position in the company?

• I want to retain my key employees. What are the options available for offering an employer sponsored retirement plan?

• How do I balance saving for retirement while managing my business?

• What are my options for passing my business along to a child?

• How will the sale or transfer of the business impact my plan, and what does a potential sale look like?

• Do I have the appropriate insurance coverage for my family and my key employees?

• What are my options for buying out a partner?

Wells Fargo Advisors is not a legal or tax advisor. However, we will be glad to work with you, your accountant, tax advisor and or lawyer to help you meet your financial goals. Insurance products are available through non-bank insurance agency affiliates of Wells Fargo & Company and underwritten by non-affiliated Insurance Companies. Not available in all states.