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
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.