Our Services

Business Succession Planning

From Anxious to Confident

 

You’ve spent years building a successful business and now you just want to make sure the business will be in good hands going forward. But when you don’t know how to do that, you’re left feeling anxious and worried about the future.

Can we ease your mind for a moment? It’s going to be okay.

Our dedicated team has worked with hundreds of businesses to create succession plans, and we’d love to work with you too. Don’t waste another day worrying about the future of your business, instead, have peace of mind and a clear plan to transfer ownership.

With Business Planning from Welshire, you get…

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Business transition plan and guidance to follow the plan

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Executive compensation strategies

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Buy-Sell planning and funding ideas

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Key person insurance planning

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Corporate cash management strategies

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Business retirement planning

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Informal business valuations

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Highly compensated employee planning

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Coordination with legal, tax, and banking professionals

Since 1984

we’ve been helping family businesses across Wisconsin

100+

companies helped with 401(k) plans, business transition or retirement

66 Years

of combined experience between
our advisors

Here’s How It Works

1) Schedule a Conversation

Whether you’d like to meet at one of our offices, over the phone, or through a video call, your first step is to schedule a casual conversation where we get to know more about you.

2) We Create a Customized Plan

Your needs and goals are unique, and we believe your financial plan should be as well. Your advisor will create a customized plan that helps you meet your goals. 

3) Have Peace About Your Plan

You’ve worked hard to get to where you are now. Confusion about your business succession plan can make your retirement stressful. We believe your business plan should be a source of peace, not confusion. 

Don’t worry about your business succession plan any longer

Securities offered through Valmark Securities, Inc. Member FINRASIPC. Investment Advisory Services offered through Valmark Advisers, Inc. a SEC Registered Investment Advisor. Welshire Capital, LLC  and Welshire Advisors are separate entities from Valmark Securities, Inc. and Valmark Advisers, Inc.

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Third party posts do not reflect the views of ValMark Securities or Welshire Capital or Welshire Advisors and have not been approved prior to posting.

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