Helping to build a successful business is what we do. Our business advisory services are designed to support business owners in spotting opportunities and managing risks. As a Certified Exit Planning  Advisor^® (CEPA^®), Eric Worrell, Managing Director-Investments, can help you think through what a successful exit might look like, starting with your personal timeline and how that lines up with your business goals.

We guide you through the entire process, acting as your point person and working closely with risk management experts. We also tap into the Wells Fargo Centers of Excellence to help estimate the value of your business. From reviewing buy/sell agreements to being that extra set of eyes on your transition plan, we’re here to make sure nothing slips through the cracks.

Our goal is to stay ahead of the curve, pairing you with the right people, laying out your options, and helping you work toward an outcome that fits your vision and timeline. So, when the time comes to step away, you can do it confidently, and without regret.