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You've built a great company, now what?

You've built a great company, now what?

Transitioning a business to the next generation of leadership and ownership is a reality that all business owners and entrepreneurs eventually must face. Whether transferring to a family member, bringing in a financial partner, or selling outright to a third party, this transition can be a complex process and take many forms. Successful execution hinges on fully understanding your options, clearly identifying your goals, and knowing the requisite steps to ensure a seamless transition.

Baird Business Owner Solutions advise lower middle-market and emerging growth companies and their owners on business transition, valuation and M&A transactions. 

Issues to Consider

CREATING FINANCIAL SECURITY FOR YOURSELF AND YOUR FAMILY:

 

  • What is the market value of your business today?
  • How important is the value of your business to your retirement plan?
  • Is there a current need for liquidity?
  • What happens in the event of unplanned illness or disability.


EXITING THE BUSINESS ON YOUR TERMS:

 

  • How much longer do you want to be involved in the business?
  • Is there a desire to remain involved in the business post-transaction?
  • Is there an opportunity to recapitalize and realize some liquidity today?

THE ONGOING LEGACY OF YOUR BUSINESS:


  • Is there an ideal owner of the business – a family member, key employee, or partner?
  • Is the goal to maximize value or prepare the appropriate successor?
  • Is there a way to accomplish both?
     

We Can Help You Develop a Plan

 

Our Business Owner Solutions team works with business owners through these critical transition issues to develop a plan that can realize a successful transition.

Exit Planning Services

We utilize a multi-disciplinary approach to exit planning by incorporating all of your existing financial, accounting, legal, and insurance advisors – ensuring that all aspects of your unique situation are addressed. Whether you simply need assistance in developing a succession plan, perspective on valuation, or require more in-depth advisory for an outright sale, our Business Owner Solutions team will assist you in developing the appropriate structure, implementing value-enhancing strategies, and managing the complex process.

 

Defined Objectives

 

We begin with an evaluation of your financial and business goals. Whether your goal is to transition your business to a younger generation, enact an employee ownership plan, or sell to an outside party, we start by understanding your needs and work to develop a plan around them.

 

Thorough Analysis

 

Having an understanding of the potential buyers and market value of your business is critical to crafting a comprehensive Exit Plan. With both extensive transaction and business valuation experience, our Business Owner Solutions team will help you identify potential interested parties and understand the unique value of your company.

 

Valuable Insight

 

Through our analysis we will identify the components of your business that drive value. We have decades of experience working with business owners through transition issues, giving us considerable insight to the qualities of a business that drive long-term value. We can help you plan for a future transition by identifying and implementing value-enhancing strategies today.

 

Beyond Guidance. Results.™

 

The final step of this process is execution. When you are ready to begin a transition or exit process, Business Owner Solutions will put your plan into action that can achieve your personal financial and business goals.

visit our business owner solutions website