Business Services

Customized products and services for business owners

We are committed to helping you maximize the success and profitability of your business. Our specialized products and services can help give your business the cash flow and support it needs to thrive.

Some of the services we offer and can assist with include:

Cash management strategies

Making the most of large cash balances while preserving the value of those assets is a significant concern for many businesses. We can discuss a range of liquid depository instruments to address this need.

Tax management

We’ll develop a tax-efficient portfolio and tax-saving investment strategies, as well as refer you to qualified tax specialists.

Employee and executive benefits

A competitive employee benefits package helps you attract and keep employees, regardless of the size of your company.

Risk management

To help ensure that you are protected with appropriate insurance coverage, we will review your existing policies and make recommendations.

Business owner life insurance

As a business owner, it’s important to consider replacing the income your family depends on and also providing funds to pay off business-related liabilities.

Buy-sell agreements

If your business has more than one owner, you need to understand the risks you may face if one of you dies unexpectedly. A buy-sell agreement sets up how ownership of the business may be transferred if one owner dies.

Key person life insurance

Businesses that rely heavily upon the contributions of any one particular employee can protect against the financial impact of that employee’s death. We can show you how.

Succession planning and business exit strategies

It can be helpful to start the succession planning and exit strategy process many years in advance.
  • Selling a business: There are many options to consider in the sale of a business and how to generate income after the sale.
  • Transferring the business to a family member: There are a variety of succession planning strategies to transfer a business to a family member.

Next steps

  • Make an appointment with us to talk about your business needs.
  • Talk with your family or partners about insurance or succession planning.
  • Check the beneficiary designations on your financial and investment accounts.

Insurance products are offered through nonbank insurance agency affiliates of Wells Fargo & Company and are underwritten by unaffiliated insurance companies.

Wells Fargo Advisors Financial Network is not a legal or tax advisor.