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.

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…


Business transition plan and guidance to follow the plan


Executive compensation strategies


Buy-Sell planning and funding ideas


Key person insurance planning


Corporate cash management strategies


Business retirement planning


Informal business valuations


Highly compensated employee planning


Coordination with legal, tax, and banking professionals

Since 1984

we’ve been helping family businesses across Wisconsin


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