We bring your business value, your personal goals, and your financial plan together — so the majority of your net worth that's tied up in the business gets the same attention as everything else.
10 questions, 5 minutes. Find out which risk is quietly costing you the most — before it costs you when it matters most.
Prefer to talk first? Schedule 15 minutes →of a business owner's net worth is typically locked inside the business — and outside their financial plan.
Exit Planning Institute, National State of Owner Readiness Reportof business owners do not have an exit plan for what happens to it.
Exit Planning Institute, National State of Owner Readiness ReportWhen all three are coordinated, owners make better decisions — and see dramatically better outcomes. Most owners get real advisory help on one leg. We work all three, simultaneously.
Most owners receive zero advisory help on this leg.
Baker Wealth Management already works this leg.
This is what no one else on your advisory team is doing.
A defensible valuation and a clear picture of the gap between what your business is worth today and what it could be.
Ninety-day cycles that systematically build the drivers buyers and lenders actually pay for — not just revenue growth.
Coordinated insurance, buy-sell funding, and estate planning so one bad event can't undo decades of work.
When it's time to sell, transfer, or step back, we don't just hand you off — we quarterback the deal itself.
Your CPA handles taxes. Your attorney handles contracts. Nobody is looking at what the business is actually worth — or what happens the day you decide to leave it.
A lot of advisory firms will help you think about an eventual sale. Fewer will actually sit in the room and run the deal when the moment comes. Baker Business Advisors was built to do both — the years of value-building work, and the transaction itself — through our own M&A partner relationships and Cambridge affiliation. One team, start to finish, instead of a hand-off to strangers at the exact moment it matters most.
Growing the business itself — turning every year of work into transferable, defensible enterprise value.
Value Building →Operating well, but coordinating a CPA, an attorney, and an advisor who don't talk to each other. You want one team on the whole picture.
How We Engage →A sale, succession, or step-back is on the horizon, and you want it driven by you — structured, prepared, on your timeline.
Exit & Transaction Advisory →Two businesses, both generating similar revenue. One owner walks away wealthy. The other walks away with a fraction of what they expected — because value was never built into the business itself, only the top line.
| Built to sell | Same revenue, unprepared | |
|---|---|---|
| Owner dependence | Low — business runs without the owner | High — buyer discounts the price accordingly |
| Customer concentration | Diversified | Concentrated in a few accounts |
| Documented systems | In place | In the owner's head |
| Outcome at sale | Premium multiple | Discounted multiple, or no buyer at all |
Illustrative example for discussion purposes only — not based on any actual client and not a guarantee of any outcome.
Find Your Specific Gap