Top business succession planning financial advisors in Minnesota
The right financial advisor for you depends on how you weigh location, expertise, experience, the clients they typically serve, and how they work with you.
If you're preparing to transfer your business to a family member, partner, or buyer, you need an advisor who understands the complexities of business succession planning. A common mistake is overlooking tax implications and cash flow needs, which can jeopardize your financial security after the transition.
- Tax impact insight. Confirm how the advisor evaluates tax consequences of different succession options to protect your wealth.
- Cash flow planning. Ask how they ensure your income remains stable during and after the business transfer.
- Valuation expertise. Look for advisors who explain how they determine your business's fair market value to set realistic expectations.
- Stakeholder coordination. Check how they manage communication and agreements among family, partners, or buyers to avoid conflicts.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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David B
Series 63, Series 65
Bloomington, MN
Raymond James Financial
David Brown specializes in business succession planning in Minnesota, bringing 12 years of experience and expertise in cash flow and budgeting to help manage the financial complexities of transferring a business. Affiliated with Raymond James Financial, a large firm offering flat-fee and hourly fee structures, he serves a diverse client base including business owners and retirees, providing non-discretionary investment consulting and comprehensive financial planning.
Experience: 13 years
Avg account: $700,796
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Dylan M
CFP®, Series 65
Minneapolis, MN
CliftonLarsonAllen Wealth Advisors, LLC
Dylan Mc Garthwaite specializes in business succession planning and exit strategies, making him well-equipped to handle the complexities of transferring business ownership in Minnesota. His CFP® certification, flat-fee structure for succession planning, and experience working with founders and executives at CliftonLarsonAllen Wealth Advisors, which integrates tax and estate professionals, distinguish him from other advisors in the region.
Experience: 4 years
Avg account: $1,730,668
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Eric E
Series 66
White Bear Lake, MN
Edward Jones
Eric Edson specializes in business succession planning, offering expertise in retirement income strategy and business exit strategies, which are crucial for managing tax impacts and cash flow during ownership transitions. Based in White Bear Lake, MN, he operates within Edward Jones, a large firm with extensive resources and a 1.35% annual program fee, providing support for intergenerational families and founder/business owner clients.
Experience: 11 years
Avg account: $246,728
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David H
CFP®, Series 63, Series 65
Norwood, MN
ValMark Advisers, Inc.
David Heine's 13 years of experience and CFP® certification equip him to handle the complexities of business succession planning, including tax impact and cash flow considerations. Operating from Norwood, MN with ValMark Advisers, Inc., he offers flat-fee and AUM-based pricing, and brings additional expertise in retirement income strategy and wealth management, distinguishing him from other Minnesota advisors focused solely on succession planning.
Experience: 14 years
Avg account: $554,438
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Robert B
CFP®, ChFC®, Series 63, Series 66
New Brighton, MN
Valtinson Bruner Financial Planning
Robert Bruner specializes in business succession planning with 26 years of experience and expertise in business exit strategies, cash flow budgeting, and retirement plans for business owners. Operating from New Brighton, MN, he offers both asset-based and hourly fee structures and serves a diverse clientele, using a blend of fundamental and quantitative analysis to optimize asset allocation, which may provide a comprehensive approach compared to other advisors in Minnesota.
Experience: 27 years
Avg account: $357,985
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