Small Business Owners

Engaging Life Planning Resources

Our Life Planning initiative is complimentary to our clients and includes an array of resources, including coaching videos, workshops, 1:1 coaching sessions, Baird editorials and more.

Business Coaching

Head Coach Lindsay Troxell and Jodi Hedley talk about what to expect from Business Coaching.

BRAND IMAGE

Having a strong personal brand can help you establish credibility, enhance your visibility, strengthen your network, and support your career growth. It can also ensure that you stay aligned with your own value system when faced with major career decisions. Join Head Coach Lindsay Troxell as she explores what to consider when shaping your own personal brand image.

Employee Growth

Guest Coach Michael Futterman delves into fostering employee growth and how it can transform your team dynamics. We're talking about more than just training; it's about shaping attitudes and enhancing soft skills for a holistic development approach. This four-step framework helps you identify and provide what your team truly needs to excel.

Baird Editorials: Small Business Owners

Your business is one of your most important assets. Together with our team and the support provided by Baird's Business Owner Solutions Team, we can help you develop your business transition plan, understand and enhance the value of your business, and find a balance between reinvesting in your business and your own personal financial security. With a fully customized plan, we ensure that your financial strategy evolves with your business, providing the right support at every stage of growth.

A Big Decision for Small Businesses

It’s critical you identify the right retirement plan for your business.

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Choosing a Corporate Structure for Your Business

How you structure your business can impact taxes, fundraising and what you’re responsible for if things go wrong.

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Getting the Most for Your Business

It’s your most valuable asset, so make sure you maximize its value before you make a sale or other business transition.

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A Quick Guide to Business Valuations

Every business owner will need to know, sooner or later, the value of their business.

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A Survival Guide for Small Business

You took on a pandemic, you dealt with inflation, and now, you’re faced with the challenge of adjusting to our ‘new normal.’

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How To Talk Through Transitioning a Family Business

Five strategies to navigate difficult conversations around succession planning and help bring a family together.

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AI Tools Changing Retiree Entrepreneurship

The impact that Artificial Intelligence (AI) tools can have on retirees with a consulting or small business venture.

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Insuring Your Business Against Cyber Liability

90% of small businesses in the U.S. don't protect their data from cyber attacks. Is your business at risk?

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How Insurance Can Benefit Your Business

Certain kinds of insurance plans can be a valuable strategy to enhance benefits and ensure the longevity of your business.

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Speak to a Professional

If you believe you could benefit from working with a financial professional, let’s review yours goals to see if you’re a good match for our practice.

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