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Advisor education

Beyond the sale

Learn about the program Contact us

Guide business owners through one of life’s most consequential financial events

The most successful business transitions are the result of a holistic planning process that begin years before the actual transfer.

  • Engage business owners early on using proven conversation-starters and practical tools
  • Address the full range of financial and emotional complexities involved in a transition

To learn more about supporting business owners through transition, please contact your Nuveen Advisor Consultant.


Featured advisor education insights

View more insights
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The business owner’s transition checklist

Nine essential steps to a successful business transition.
3 min. read
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Top wealth transfer questions for business owners

Five important factors for business owners to consider.
4 min. read ~ 6 minutes long
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The next generation of wealth transfer client guide

This interactive workbook is designed to be a road map for you and your clients as you guide them through the process of wealth transfer planning.
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Events to engage the next generation advisor guide

A practical guide for planning events to initiate and strengthen relationships with your clients' children.
2 min. read
View more insights

Additional advisor education resources

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Successfully integrate alternative investments into your advisory practice.
The next generation of wealth transfer
Provide clients with a personalized wealth transfer action plan at a scale that's manageable.
A multi-year approach to tax-efficient wealth planning
Offer clients valuable tax guidance and advice – without being a tax expert.
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This material is not intended to be a recommendation or investment advice, does not constitute a solicitation to buy, sell or hold a security or investment strategy and is not provided in a fiduciary capacity. The information provided does not take into account the specific objectives or circumstances of any particular investor, or suggest any specific course of action. Investment decisions should be made based on an investor's objectives and circumstances and in consultation with their financial advisors. Financial professionals should independently evaluate the risks associated with products or services and exercise independent judgment with respect to their clients.

Nuveen, LLC provides investment solutions through its investment specialists. Nuveen Securities, LLC, member FINRA  and SIPC  .

The TIAA group of companies does not provide legal or tax advice. Please consult your legal or tax advisor.

The information on this website is intended for U.S. residents only. If you are a non-U.S. resident, please visit the Global section of our website www.nuveen.com/global . This material does not constitute a solicitation of an offer to buy, or an offer to sell securities in any jurisdiction in which such solicitation is unlawful or to any person to whom it is unlawful to make such an offer.

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