Enter your new future

with a clear exit strategy.

Our experienced strategists ask the right questions to guide smart succession planning.

Peace of mind
for your next adventure.

Our advisors have successfully navigated every aspect of beginning, maintaining, and transitioning businesses. We know what it means to sacrifice for a business you love, and how hard it is to determine the best time to try something new. We’ve developed a thorough process to evaluate and guide you to the best path forward.

Services

Corporate Goal Setting

Clarify your goals and priorities as you build a unique strategy for the future of your family
and business.

Focus on your key priorities
Plan for succession and transitions
Set targeted objectives and timelines
Map the pathways to reach your goals

Business Valuation Review

Know exactly where your business stands and arm yourself with information to better direct your overall wealth plan and future goals.

Assess current business valuation methodology
Review the details impacting business value
Incorporate valuation into your
wealth strategy

Review of Transition Alternatives

Consider the options as you identify and explore business transition strategies.

Create a big picture view of the options
Assess the benefits and challenges
Make informed and educated decisions
Articulate a detailed plan of action

Proactive Tax Strategy Review

Identify opportunities for tax-efficiency in your business succession plan.

Explore tax mitigation strategies by planning ahead
Consider the tax impact of multiple exit strategies
Prioritize collaboration among key stakeholders when building a long-term strategy

Business Continuity Planning

Plan for the unexpected and build confidence that your hard work and legacy will continue on your terms.

Set boundaries and provide business continuity guidance
Review existing buy-sell agreements and identify potential gaps

Move Forward

with confidence and clarity.

Meet our business transition specialist.

Wendy Brekken

President, Chief Wealth Planning Officer, Head of Business Transition Planning

Wendy Brekken has more than two decades of experience advising clients, the first 10 years as a practicing attorney and the last 10 as a wealth management professional. Throughout her career, Wendy has assisted many families navigate the complexity and emotion associated with the transition of a family business. In her experience, the most successful of those transfers, both financially and personally for the family, occurred with intention and planning. Wendy excels at understanding what is most important to her clients and strives to make complex strategies and concepts relevant and tangible. Wendy is a member of the Executive, Operations and Compliance Committees and chairs the Compensation Committee for Private Wealth.

Resources

Article

Selling Your Business in a Slow Economy

Article

Building Value Outside the Business

Article

5 Things You Should Do Before Selling Your Business

Getting started

Bring your financial vision to life.

Explore

We bring all stakeholders, family members, and trusted advisors together and get to know every piece of your world to prepare for a true partnership.

Plan

We customize a strategy to drive your investments, and future, into motion. Full transparency and hands-on team planning create the baseline for success.

Action

We keep all of your trusted advisors in the loop, managing the day to day to deliver opportunities as they are researched and revealed.

Spend more time on the things that matter.