Comprehensive strategies designed around your business needs
Since your company is one of your most important assets, we work with you to offer customized products and services to maximize its success and profitability. We can help you answer questions, such as:
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What role does the business play in my overall wealth plan?
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How do I determine the value of my business?
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What are my business’ short and long-term cash flow needs?
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How can I better retain my key employees?
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What are my options for passing my business along to a child?
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How will the sale or transfer of the business impact my plan?
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Do I have the appropriate insurance coverage for my family and my key employees?
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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.