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Your Partner for Wisconsin Local Government Financial Management

Serving Wisconsin Municipalities, Counties, and Special Districts

We provide customized services and cost-effective tools tailored to meet the evolving needs of our clients. With expertise in economic development, a nationally recognized underwriting desk and sophisticated understanding of the bond market, Baird has proven to be a capable and trusted partner.

Debt Management
Baird provides ongoing guidance, resources and solutions to meet the financial challenges facing your community

Services:
- Capital Needs Planning
- Debt Structuring, Issuance and Management
- Market Access through Nationally Ranked Underwriting Desk
- Credit Rating Assistance and Strategy Development
- Lease Exploration and Financing
- Monitoring and Refinancing Outstanding Debt
- Consolidation/Reorganization Services

Tax Incremental District Consulting
Baird TID Consulting Services will help you meet your development goals. We will assist in creating development initiatives, provide customized cashflow projections and effectively communicate TID objectives.

TID Services
- Creation
- Extensions
- Amendments
- Cash Flow Pro Forma Analysis
- Financial Reporting
Project Planning
- TID Timelines
- Defining District Boundaries
- Project Plan Development/Amendments
- Closing TID

Financial Management Assessment
The Baird Financial Management Assessment model provides tools for your municipality’s short- and long-term financial planning.

Current Financial Position
- Review outstanding debt
- Bond credit rating analysis
- Bond rating comparison analysis
- Policy review
Property Tax Impacts
- Review capital improvement finance plan
- Develop capital improvement finance plan
- Operating budget projections
Tax Increment District Analysis
- Executive summary of outstanding TIDs
- Cash flow pro forma analysis
- Economic development initiatives

Capital Improvement Planning Model
The Baird Capital Improvement Planning Model is a short- and long-term plan for physical development and infrastructure investment within a municipality.

Benefits:
- Clear and efficient Capital Plan
- Administrative confidence in planning and prioritizing projects and programs with available funding
- Track financing of infrastructure and equipment purchases and project funding
- Easy to understand document to build community support and maintain public trust
- Integrates into annual budget process
- Comprised of all current and anticipated long-term capital needs
- Capitalization threshold policy development
- Positive evaluation factor by credit rating agencies
- Updated annually

Stand-In Services
Baird’s Stand-In services consist of training and consulting from our municipal experts.

Services:
- Training, mentoring and stand-in services, on-site or remote
- Bank reconciliation
- Referendum to exceed levy limit
- Council/Board and community presentations

Baird’s Wisconsin Municipal Business Solutions Team

With some of the most qualified and experienced bankers in the industry, Baird provides ongoing guidance, resources and solutions to meet the financial challenges facing your community. Whether it’s analyzing your capital finance plan, assessing Tax Incremental District financing, funding a capital project, taking advantage of refinancing opportunities or addressing your unique debt scenarios, we combine a thorough understanding of your municipality’s needs with the firm’s full range of advisory and underwriting services to create thoughtful solutions that are right for you.