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690 W. Second Street, Suite B, Jasper, IN 47546

812-482-7276
trmgroup@rwbaird.com
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Navigating the Business Owner Journey 

We support business owners 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 business flourish well into the future.

Managing Your Greatest Asset


Protecting Your Business

Protecting Your Business

As your business grows, your insurance needs will likely evolve alongside it. We’ll review your existing insurance policies and provide objective guidance that addresses your needs, whether it’s to ensure the longevity of your business or enhance the benefits of your key employees.

Because Baird does not underwrite insurance products,  we can work with your trusted advisors to review what solutions truly work best for you.

Supporting Your Employees

Supporting Your Employees

For businesses that offer a qualified retirement plan, we 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

Preparing for the future as a business owner requires balancing day-to-day operations with long-term strategic planning. This means building financial resilience, staying adaptable to market changes, and investing in systems or talent that support sustainable growth. Forward-thinking owners also prioritize strong client relationships and continuously refine their value proposition. By planning proactively, they position their business to navigate uncertainty and capitalize on new opportunities.

Image for Getting the Most for Your Business

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.

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 could be 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.

Speak to a Professional

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

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1 2023 National State of Owner Readiness Report, Exit Planning Institute