Business Owner Solutions
Retirement Plans
Drawing on the expertise of Baird's team of retirement planning professionals, your Financial Advisor will help you assess your company’s retirement plan needs, then offer tailored, flexible solutions that meet the goals of your employees and your business. As part of this relationship, your advisor also provides ongoing education, support, and consultation after your plan is established to deliver additional retirement solutions when the need arises.
As your advocate, our job is to explore and look out for the interests of trustees, administrators and its employees throughout the life of the plan. Leverage experience, knowledge, and resources to implement and manage a company benefit that will help you satisfy and retain workers.
Mergers & Acquisitions
Whether you’re positioned on the buy-side or sell-side, our Business Owner Solutions experts deliver the strategic advice and practical solutions to help your transaction run smoothly, regardless of its scope or complexity.
Business Valuation
To help you produce a valuation that supports your business objectives, our experienced and credentialed valuation professionals will deliver an accurate, in-depth analysis of your company’s value using the latest approaches and cutting-edge tools.
Transition Planning
When you’re ready to transition your business to new ownership or to the next generation, Baird's Business Owner Solutions team can help you develop a comprehensive and detailed exit plan that creates long-term financial security for you and your family and preserves your business legacy.