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.
The Business Owner Solutions (“BOS”) team at Baird supports Financial Advisors and their lower middle-market business owner clients with business transition, valuation, and M&A advisory services. Andy McKay, Managing Director and Head of BOS, will discuss the critical issues that business owners face during a transition and provide a guide to the basics.”
Presenter(s): Andy McKay, Business Owner Solutions Managing Director, Baird Jason Spitz, Business Owner Solutions Vice President, Baird