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We support business owners and nonprofit leaders with the expertise and resources you need to reach your professional and personal goals. By partnering with your attorneys, accountants and other advisors, and leveraging our team of business transition experts as needed, we can help you and your organization flourish well into the future.

Managing Your Greatest Asset

S<sup></sup>upporting your cash flow

Supporting your cash flow

The Morrisey Dewing Group assists many small businesses and nonprofits manage cash flow by creating strategies to optimize income and control expenses. We provide budgeting guidance, forecast future financial needs, and ensure there's enough liquidity to cover operational expenses and drive future growth.


With our expert insights, your organization can maintain financial stability and achieve your long-term goals.

Supporting your team

Supporting your team

For businesses that offer a qualified retirement plan, our team can support the fiduciary obligations that are a result of sponsoring a plan, such as plan reviews, fee analysis, investment recommendations, employee education, and ongoing support for you and your organization.


As an independent consultant, we can work with you to analyze a range of providers and help design a customized and flexible solution.

Preparing for the Future

Our Process

59% of business owners have no plan for their life post-business. 

Our History

80% of a business owner's net worth is locked in their business.

Our Values

58% of business owners have no written transition plan. 

Whether your transition will be intrafamily or to an external buyer, Baird has the experts to support you through the business sale, and the impacts it has on your family and retirement plan. 

Pre-Transition Planning

Our team can help coordinate your business transition team, including your attorneys and CPA, to help ensure the your transition runs smoothly. We’ll also use this time to revisit your personal financial plan, exploring tax, liquidity, charitable giving and estate planning strategies to pursue post-transition.

Building a Transition Roadmap

Whether an external sale, internal buyout or family transition, the complexities that accompany the various types of transitions are wide in range – your transition team can support you in developing a timeline, business valuation and communication strategy.  

Discussing Post-Transition Plans

Following your exit, we’ll revisit your wealth plan to ensure your assets and liabilities are in alignment, and implement any investment strategies that use proceeds from the business sale.

Partners in Helping You Exit with Confidence

When you’re ready, our team can leverage key internal partners who help you envision what your transition plan might look like.

External Sale

Baird's Business Owner Solutions can support valuations, sales, mergers, acquisitions, employee stock ownership plans and other similar transactions.

Family Transition

Baird Family Wealth provides specialized guidance for legacy wealth families who require advice and services that extend beyond traditional wealth management needs.

Wealth Planning

Following your exit, our Wealth Planning team can evaluate how the proceeds of your transition can fit into your personal wealth, tax and estate plan.

No matter if you are in the midst of growing your business or beginning to consider a legacy plan, our specialized team of experts can support you. With a constant eye out for you and your business’s best interest, we will collaborate with our in-house specialized teams and your other advisors to help you achieve your personal and professional goals. 

Reach out to see how we can support you

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