From Business Sale to Legacy: Wealth Planning for Owners

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Colten Christianson, Principal, Wealth Management Services

Selling a business can be challenging, but it’s also a valuable planning opportunity to explore new possibilities for life outside your business.

Our personal planning professionals can guide you through a comprehensive transaction planning experience to help identify goals for your family and legacy after a sale, so you can confidently achieve your life goals and aspirations.

Plan for life outside your business to:

  • Prioritize what you care about
  • Understand your personal balance sheet
  • Envision your future and your legacy

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