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Meet David, Owner of a Storage Company

David started his storage company with nothing but steel sheds he built and a couple acres of land. Thirty years later, his business had blossomed to where he could theoretically retire now and set his grandkids up for life. But this financial security had come at the expense of little time to map his financial future in detail.

  
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How Our Advanced Investing Credentials Help Business Owners

Wells Fargo Advisors does not provide legal or tax advice

The Wealth Planning Questions Business Owners Ask

Yes. Family succession involves different considerations than a third-party sale, including governance, leadership transition and equitable treatment of family members not involved in the business, all of which can be built into your broader wealth plan.

Ideally several years before a sale. Early planning creates more flexibility around tax structuring, timing and post-sale investment strategy than starting once a deal is already in motion.

You'll receive a detailed post-sale investment strategy built around diversified assets tailored to the lifestyle you want now and the legacy you want to leave.