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.

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, your current systems, and your pain points. What’s working? What isn’t? We’ll find out, and we’ll be honest about what we see. 

02 

Present Solutions

Based on what we learn, we’ll show you how Wingstem Core can simplify your operations. You’ll see how the pieces fit together and how having one team closes the gaps that cause problems. 

01 

Identify Your Goals

We’ll take the time to learn about your business, your current systems, and your pain points. What’s working? What isn’t? We’ll find out, and we’ll be honest about what we see. 

02 

Present Solutions

Based on what we learn, we’ll show you how Wingstem Core can simplify your operations. You’ll see how the pieces fit together and how having one team closes the gaps that cause problems. 

03 

Develop Your Plan

Our team handles the transition: data migration, system configuration, and training. Every process is documented, and we’ll make sure your people are comfortable before we step back.

04 

Advise and Guide

We’re with you long after setup. Regular check-ins and hands-on support keep things running well. And when your needs change, we change with you. 

03 

Develop Your Plan

Our team handles the transition: data migration, system configuration, and training. Every process is documented, and we’ll make sure your people are comfortable before we step back.

04 

Advise and Guide

We’re with you long after setup. Regular check-ins and hands-on support keep things running well. And when your needs change, we change with you. 

Learn more about Wingstem Legacy.

CONTACT US