As a business owner, your personal journey is intertwined with the story of your business. Since the moment you began to where you are today, your vision and determination have been the key elements to your success. And it’s these same qualities that have helped you through the challenges you’ve faced along the way.
Your financial advisor can help you explore solutions that address concerns about your business and offer guidance on making the right decisions about your company’s future. From retirement plans and insurance strategies, to planning your transition to a new owner, your advisor will deliver a simplified solution tailored to your needs.
Whether you own a family business, startup, or a complex organization, your financial advisor works in collaboration with the Baird Business Owner Solutions team and retirement plan specialists to create a financial roadmap that makes sense for you and your organization.
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.
Your business is your greatest asset. Your financial advisor, working closely with Baird Business Owner Solutions, can help you design and execute innovative strategies that help your business reach its next stage of growth – and when you’re ready, prepare you for the next chapter of your life.
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.
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.
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.