Advisory Support

Gaining Insights: Path to Business Growth

Businesses often encounter the challenge of obtaining objective feedback to drive growth. At Wessel & Company, we offer a valuable outlet for you to gain fresh perspectives and insights into your business. With our expertise and impartial viewpoint, we provide a safe space for owners to openly share ideas, discuss challenges, and explore opportunities without generating concern among their employees.

Our services include areas such as benefit plan changes, business acquisitions or sales, exit and succession strategies, and ideas for enhancing profitability. By collaborating with Wessel & Company, you gain access to a trusted partner who will offer objective feedback and assist you in making informed decisions. Our goal is to support your business growth by providing a fresh set of eyes and a wealth of experience.

Some Advisory Services Include:

  • Goal Setting & Budgeting
  • Creating a GAP Plan
  • Financial Forecasts & Projections
  • Cash Flow Analysis
  • Litigation Support
  • Mergers & Acquisitions Transaction Support; Due Diligence
  • Exit Planning
  • Family Succession
  • Buy vs Lease Analysis
  • Retirement & Financial Planning

Our GAP Plan

We help our clients identify the 3 to 5 items most critical to their operations, understand which of those items is most important to them, and then identify the obstacles that are in their way. From there, we create a GAP Plan to help them focus on these items, so they can close the GAP from where they are today to where they want to be. Call us today to learn more.