Business Owner Solutions – Transitioning a Business

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 discussed 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.