Baird Wealth Strategies
Baird Wealth Strategies is a program that offers live education and insights on timely wealth management topics. Please see the below list of upcoming and past topics and feel free to register for the most recent topic as it interests or provides value to you.
Please note dates, times and topics are subject to change.
Topic: Business Owner Solutions – Transitioning a Business
Date: 4/21/2021 12:00 PM
Transitioning a business to the next generation is a reality that all business owners must face. Whether to a family member, financial partner, or another company, this transition can be a complex process and take many forms. Successful transition begins with understanding your options, identifying your goals, and knowing the right steps to ensure a great outcome.
Andy McKay and Jason Spitz of the Business Owner Solutions team at Baird will discuss the critical issues that business owners face during a transition and provide a guide to the basics.
The Business Owner Solutions team supports Financial Advisors and their lower middle-market business owner clients with business transition, valuation, and M&A advisory services.
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* Dates, times and topics are subject to change