Business value, transaction readiness, personal planning, and protection — coordinated as one plan, run by one team, instead of four separate relationships that never talk to each other.
A CPA, an attorney, an investment advisor — each owns one slice, and none of them talk to each other. The coordination cost lands on you. Here's what changes when one team handles it.
| A team of specialists | Baker Business Advisors | |
|---|---|---|
| What they focus on | Each owns one slice — the business, the plan, or the portfolio | The whole picture, coordinated as one plan |
| The business itself | Rarely examined as an asset to be built | The starting point — enterprise value comes first |
| Coordination | You connect the dots between advisors | We connect the dots — you stay focused on running the business |
| Direction over time | Reactive — engaged only when a deadline hits | Ninety-day sprints, reviewed on a set rhythm |
| When it's time to transition | A hand-off to advisors you've never worked with | The same team that's been at the table all along |
Most owners are growing revenue. Far fewer are building enterprise value — the thing that actually determines what the business is worth when it's time to sell, transfer, or step back.
Drive revenue, improve margins, and build recurring, predictable income.
Close the vulnerabilities — owner dependence, key-person risk, customer concentration — that quietly discount what the business is worth.
Make the business attractive on its own merits — not just functional because you're there to run it.
Think you might have a gap between what your business is worth and what it could be?
Most firms in this space will help you plan for an exit, then hand you off to outside advisors when it's actually time to sell. We stay in the room. Through our own M&A partner relationships, we quarterback the transaction itself — from first conversation to closing.
Strategic buyer or private equity, structured to maximize proceeds and reduce surprises at the table.
Passing the business to the next generation or your management team, on terms that actually work.
Coordinating your M&A partners, counsel, and the buyer's side so the process stays on your timeline, not theirs.
This is the piece most advisory relationships stop short of. We don't just point you toward a business broker when the time comes — we've already built the partner relationships, and we stay involved through closing.
Ready to start building toward the exit you actually want?
Your retirement plan and your business plan are the same plan. If they're not built together, one of them is wrong.
Not what your business is worth — what you personally need to walk away and never worry again. Most owners have never run that number. We do it early.
Want to know what your number actually is?
One bad day — a lawsuit, a key partner leaving, a health event — can undo decades of work. Most owners are one event away from a crisis they never planned for.
Key-person coverage, buy-sell agreements, and succession depth so the business survives whatever comes.
Life, disability, and asset protection strategies that keep your family covered regardless of what happens to the business.
A plan to move personal wealth out of the business and into assets that don't all rise and fall together.
One bad day shouldn't undo decades of work. Let's pressure-test what you have.