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Planning > Retirement and Transition Plans

Small business guide to transition planning

Craft a succession strategy to help foster continued business success.

Published: June 10, 2019
Download Guide (PDF)

Create your ideal transition plan:

Develop a succession strategy to fit your business.

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Prepare for any transition

By providing your email address and business name, you’ll get a Wells Fargo Works for Small Business® guide to crafting a transition plan to meet your business needs.

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Crafting a smart transition plan
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A transition or succession plan may help you to make rational, informed decisions when stepping away from a business. Rather than putting off this important planning, start thinking strategically around what you want to happen after you’ve stepped down. Use this guide to take a closer look at succession planning and business sale strategies, and then take steps to help support the future of the business you’ve worked so hard to build.

Download Guide (PDF)

Create your ideal transition plan:

Develop a succession strategy to fit your business.

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