Selling a Business

A longtime business owner and Baird client had been exploring the sale of the family business for several years.  Over years of complex financial planning, The BVB Group was able to help determine an appropriate price for the sale that net of tax, would provide sufficient resources for this 50 year old client to exit the business, explore new projects and continue to support his family. 

An introduction was made to Baird’s Business Owner Solutions Group.  BOS examined the business and provided the owner with some strategies to enhance the value of the business for sale.  BOS then marketed the business, found a buyer, and executed the sale transaction. 

After the sale, the BVB Group worked with the client’s CPAs and attorneys to determine the most efficient means to consolidate the proceeds from the numerous entities while minimizing taxes yet being mindful of liability protection. 

Though the business has been sold, the financial planning process continues.  The client is now using his free time to explore new projects.  As he engages these projects ongoing planning is needed to determine the scope of these projects while maintaining the core portfolio to support the family’s continued standard of living.  

The ongoing relationship with the BVB Group and planning process has helped provide peace of mind for the client and family through these critical life events.  Our process will continue to help provide guidance navigating the market, tax, and estate planning environment in the years to come.  

 "Robert W. Baird & Co. Incorporated does not offer tax or legal advice. This case study is for illustrative purposes only. This is not an offer or solicitation of an offer to buy or sell any securities, products, or services. This is not the experience of all clients. Each investor's situation is unique, and there is no guarantee of the same or similar results. All investments carry some level of risk."