Making the Most of Employee Stock Ownership
Employee stock purchase plans are powerful investment vehicles. Learn their key benefits and how to take advantage of them.
The Business Owner's Roadmap
Using research conducted with business owners, this whitepaper is a guide to the business owner journey, offering a roadmap to help you think through some of the most important areas of planning, such as:
- Preparing for unexpected disruptions
- Navigating family dynamics and developing a succession plan
- Exploring options for selling your business
- Preserving the wealth you’ve created for future generations
Our goal with this roadmap? To give you clarity, simplify complex decisions, and help you feel more confident about the future of your business and your family. Reach out to our team at the form below for a copy of this resource.
Protecting Your Business
As your business grows, your insurance needs will likely evolve alongside it. We’ll review your existing insurance policies and provide objective guidance that addresses your needs, whether it’s to ensure the longevity of your business or enhance the benefits of your key employees.
Because Baird does not underwrite insurance products, we can work with your trusted advisors to review what solutions truly work best for you.
Supporting Your Employees
For businesses that offer a qualified retirement plan, we can support the fiduciary obligations that are a result of sponsoring a plan, such as plan reviews, fee analysis, investment recommendations, employee education and ongoing support for you and your organization.
As an independent consultant, we can work with you to analyze a range of providers and help design a customized and flexible solution.
Equity Compensation: Beyond Benefits
With the right planning, your equity compensation can be a cornerstone of your financial future.
A Big Decision for Small Businesses
It’s critical you identify the right retirement plan for your business.
A Survival Guide for Small Business
You took on a pandemic, you dealt with inflation, and now, you’re faced with the challenge of adjusting to our ‘new normal.’
Choosing a Corporate Structure for Your Business
How you structure your business can impact taxes, fundraising and what you’re responsible for if things go wrong.
How Insurance Can Benefit Your Business
Certain kinds of insurance plans can be a valuable strategy to enhance benefits and ensure the longevity of your business.
59% of surveyed business owners do not have a formal, written plan for their life post-business.1
80% of surveyed business owners' net worth is locked in their business.1
58% of surveyed business owners do not have a written financial plan prepared by a professional.1
Pre-Transition Planning
Our team can help coordinate your business transition team, including your attorneys and CPA, to help ensure the your transition runs smoothly. We’ll also use this time to revisit your personal financial plan, exploring tax, liquidity, charitable giving and estate planning strategies to pursue post-transition.
Building A Transition Roadmap
Whether an external sale, internal buyout or family transition, the complexities that accompany the various types of transitions are wide in range – your transition team can support you in developing a timeline, business valuation and communication strategy.
Discussing Post-Transition Plans
Following your exit, we’ll revisit your wealth plan to ensure your assets and liabilities are in alignment, and implement any investment strategies that use proceeds from the business sale.
How To Talk Through Transitioning a Family Business
Five strategies to navigate difficult conversations around succession planning and help bring a family together.
Getting the Most for Your Business
It’s your most valuable asset, so make sure you maximize its value before you make a sale or other business transition.
A Quick Guide to Business Valuations
Why you might benefit from a business valuation, when to get it, and other common questions.
5 Ways To Sell or Transfer Your Business
Why succession plans are key for preparing to sell or transfer ownership of your business – and five ways you can do so.
Your Plan to an Effective Business Sale
How developing a strong plan for selling your business is key to a smooth adjustment into this new stage of life.
External Sale
Baird's Business Owner Solutions can support valuations, sales, mergers, acquisitions, employee stock ownership plans and other similar transactions.
Family Transition
Baird Family Wealth provides specialized guidance for legacy wealth families who require advice and services that extend beyond traditional wealth management needs.
Wealth Planning
Following your exit, our Wealth Planning team can evaluate how the proceeds of your transition can fit into your personal wealth, tax and estate plan.