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Ownership Transition & Exit Strategies

One of the most significant changes to a business and its stakeholders can be the transfer of ownership. Baker Tilly can help you prepare for transition now, for tomorrow.

All privately held businesses must transition ownership and leadership positions at some point. And, business owners should have a transition plan in place whether they plan to retire, transact or an unexpected circumstance arises. Baker Tilly helps our clients navigate and plan for the impact of a sale or ownership transition.

    "We know that our clients put their heart and soul into establishing a successful business enterprise. So, we take the time to understand their business, financial and personal goals with their legacy in mind. We use our understanding to guide them through the financial and emotional transition of exiting their business with transparency and respect.”
    Kelly Baumbach, executive managing director, Baker Tilly Wealth Management, LLC
    Kelly Baumbach


    Baker Tilly Wealth Management, LLC (BTWM) is a registered investment advisor. BTWM does not provide tax or legal advice. BTWM is not an attorney. Estate planning can involve a complex web of tax rules and regulations. Consider consulting a tax or legal professional about your particular circumstances before implementing any tax or legal strategy. The information provided here is of a general nature and is not intended to address the specific circumstances of any individual or entity. In specific circumstances, the services of a professional should be sought.

    Securities, when offered, and transaction advisory services are offered through Baker Tilly Capital, LLC, Member FINRA and SIPC. BTWM and Baker Tilly Capital, LLC are controlled by Baker Tilly Advisory Group, LP. Baker Tilly Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly, operate under an alternative practice structure and are members of the global network of Baker Tilly International Ltd., the members of which are separate and independent legal entities. Baker Tilly US, LLP is a licensed CPA firm that provides assurance services to its clients. Baker Tilly Advisory Group, LP and its subsidiary entities provide tax and consulting services to their clients and are not licensed CPA firms. ©2024 Baker Tilly Wealth Management, LLC