Trusted Solutions to Drive Your Business Forward


Your business is one of your most important assets. Our Business Owner Solutions team, together with your Baird Financial Advisor, helps you develop your business transition plan, understand and enhance the value of your business and achieve your goals and objectives in your business transition.

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Services

 

Mergers & Acquisitions

We advise buyers and sellers on business sales, mergers, acquisitions, ESOPs and other similar transactions. Our Business Owner Solutions team will deliver the strategic advice and practical guidance to help you achieve the optimal outcome in your business transition.

Valuations

Our credentialed, experienced business valuation team understands both the art and science of business valuation. We tailor each project to the client's unique situation and needs. The ongoing M&A experience of our Business Owner Solutions team is a critical factor grounding our valuations in the real world.

Transition Planning

When you're ready to transition your business to new ownership or to the next generation, our 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.

Select Business Owner Solutions Transactions

 
Erosion Compliance has been acquired by Valor Environmental
American Holt has been acquired by Arcline Investment Management
Fiberguide Industries a subsidiary of Halma has been acquired by Molex | Sell-Side Advisor
Electromechanical Research Laboratories, Inc. has been acquired by CapitalWorks | Sell-Side Advisor
Barricades Unlimited has been acquired by Blue Sage Capital | Sell-Side Advisor
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Comprehensive Strategic Support


We make expertise accessible and approachable by blending full-service business owner solutions capabilities with dedicated, local wealth management advice.

Contact our team today to discover how we can help you plan for the future of your business.

MEET OUR TEAM

Our Locations

Louisville Office

500 West Jefferson Street, Suite 700, Louisville, KY 40202

+1-502-588-8400

Cincinnati Office

3805 Edwards Road, Ste 610, Cincinnati, OH 45209

+1-513-345-5265