2021 VR Women’s Summit: Long-Term Value Building for Executives: Building Value in Your Business to Accomplish Long-Term Goals and Exit Strategies with Wells Fargo’s Tracey Gillespie

You are busy building your business, but are you building the value of your business? Understanding the fundaments of business value is the key to creating a valuable enterprise that you can convert to personal wealth, funding your lifestyle, retirement, or family legacy goals. Courtesy of Whichard & Woolard Wealth Management Group of Wells Fargo Advisors, Gillespie’s session will review VRM market trends and valuation dynamics which can inform your value-creation strategy, examine the impact of risk, answer your questions regarding ownership transition options, and discuss best practices successfully used by other company owners as they prepare for their future.

Tracey Gillespie, National Director Business Transition Planning, Wells Fargo

Tracey leads a specialty practice that advises business owners seeking to maximize the value of their business and orchestrate a seamless transition. Tracey has extensive experience in corporate finance, business strategy and change leadership, and a deep appreciation for business owners’ goals and challenges. Tracey and her team bring a fresh perspective to owners, helping them see around the corners, create new value for their company and avoid the missteps which often complicate transitions. Simply put, Tracey is passionate about helping clients maximize transition outcomes, so they may achieve their intentions, for their business, their life, and their future.

More about Wells Fargo: Wells Fargo & Company is a diversified, community-based financial services company whose vision it is to satisfy customers’ financial needs and help them succeed financially. Founded in 1852 and headquartered in San Francisco, Wells Fargo provides banking, investment, and mortgage products and services, as well as consumer and commercial finance, through 8,050 locations, 13,000 ATMs, online at wellsfargo.com, and mobile banking, and has offices in 38 countries and territories to support customers who conduct business in the global economy. With approximately 265,000 team members, Wells Fargo was ranked No. 26 on Fortune’s 2018 rankings of America’s largest corporations.