Charitable Gift Planners of Nebraska
Next meeting is set for:
Friday, November 1, 2024
9:00 - 11:00 a.m.
Boys Town, Nebraska
Robert Wellendorf, AEP, CAP
EXECSO Business Exit Planning
Harmonizing Business Succession Planning with Philanthropy
When working with closely-held business owners there are a multitude of issues, challenges, and opportunities in planning. Most business owners have a history of being charitable, however they have not visualized, nor planned, on how best to continue this giving at a time when they no longer own their company. This session will give you a deeper understanding into business owner’s succession planning readiness, from over 25 years of experience working in this space. Also, you will be provided with insights on how best to harmonize the owner’s wealth, family, legacy and philanthropy, while simultaneously guiding them with their business exit planning.
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Rob Wellendorf, AEP®, CAP® is the founder and owner of EXECSO Business Exit Planning. Based in Omaha, Nebraska, his firm conducts business in multiple states, with Rob’s experience spanning over 25 years working exclusively with closely-held business owners.
EXECSO offers specialized services to business owners, including business succession planning and consultation on business exit strategies. Their focus is on the small-sized companies ranging from $10 million - $50 million. When working with EXECSO, their process and planning truly harmonizes the family, business, wealth, legacy and philanthropy. Rob has spoken at a multitude of conferences and events around the country on these topics.
Rob has been a National President for the Society of FSP and currently serves on the programs committee for the National Association of Estate Planners and Councils. He is also active in the Omaha Estate Planning Council and has served on many local non-profits, including a past chairman of the Siena Francis House.