You’ve spent your life building a business. It’s time to build your legacy.

WINGSTEM

LEGACY

You love your business like a child. (In fact, you may even be in love with your business and have trouble letting go.) That can make planning for succession complicated, to say the least.


You need more than just a set of instructions in a will.

Wingstem Legacy
Wingstem Legacy

Why Wingstem Legacy?


It may surprise you to realize your successor is probably feeling all the same anxiety you are. At Wingstem, we’ll use our time-tested process to help both of you, greatly increasing the chance that the transition benefits everyone. We have the experience you need to make sure everything goes well.

Build on Your Foundation


Succession planning works best when your financial house is already in order. Many Wingstem Legacy clients also work with us through Wingstem Wealth and Wingstem Core. That way, when it’s time to plan your transition, we already understand your business and what matters most to you.

Getting Started

01 

Identify Your Goals

We’ll take the time to learn about your business and your goals for its continuation, so we can understand and help you carry out the transition you want. We’ll also share what we’ve seen work (and not work) in the many successions we’ve helped with.

02 

Present Solutions

We can lead you through multiple scenarios, meet with employees and potential candidates, and walk you through what a healthy, organized succession would look like for you, your successor, and your staff.

01 

Identify Your Goals

We’ll take the time to learn about your business and your goals for its continuation, so we can understand and help you carry out the transition you want. We’ll also share what we’ve seen work (and not work) in the many successions we’ve helped with.

02 

Present Solutions

We can lead you through multiple scenarios, meet with employees and potential candidates, and walk you through what a healthy, organized succession would look like for you, your successor, and your staff.


03 

Develop Your Plan

We’ll work to make sure your successor can get behind a business that will thrive, one that still reflects what you built. We’ll keep communication open and honest throughout so your family and business values are clearly understood, and your company’s culture keeps going strong.

04 

Advise and Guide

When it’s time for the successor to take the reins, we’ll be with you every step of the way. Right up until it’s time to complete the transition and enjoy the life you worked so hard for.

03 

Develop Your Plan

We’ll work to make sure your successor can get behind a business that will thrive, one that still reflects what you built. We’ll keep communication open and honest throughout so your family and business values are clearly understood, and your company’s culture keeps going strong.

04 

Advise and Guide

When it’s time for the successor to take the reins, we’ll be with you every step of the way. Right up until it’s time to complete the transition and enjoy the life you worked so hard for.


Learn more about Wingstem Legacy.

CONTACT US