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Businesses

It's a "Small" Business to Everyone But You – and Vista Partners of Baird

After all, your business is your livelihood; providing for everything from your daily necessities to your retirement and the future welfare of your children and grandchildren. You deserve superior service. Small businesses are the backbone of the nation's economy, and we understand that. Add to that the fact that you spend most of your time dedicated to the day-to-day operations and to your family, leaving little time for anything else.

That's where Vista Partners can help. While we can't give you more hours in your day, we can assist you in providing top-quality financial services backed by a level of service you're not likely to find elsewhere. Baird has access to some of the top providers of business financial services in the country and our team delivers them with the expertise you've come to expect from us.

Just Because You Own a Small Business, Doesn't mean You Should Receive Minimal Service

Baird offers an array of services designed to aid your business. Whether your concerns include employee retention through the use of an attractive 401(k) retirement plan, or insurance strategies crafted to protect your business from unimaginable catastrophes, such as the death of an owner or key employee, we can offer the advice and guidance needed. Or, if it's the end of the road for you and you're ready to relax, our team can even help with the transition of your business to the next owner.

Investment Banking
Mergers & Acquisitions
Capital raising
Business valuation
ESOP advisory
Exit planning
Business insurance
Life insurance strategies
Key-man insurance
Insurance to fund buy-sell agreement
Commercial Loans through Hilliard Lyons Private Banking, a financial portal with lending services provided by the Bancorp Bank
Lines of Credit
Term Loans
Mortgages
Business ownership estate plans and trust services provided by Hilliard Lyons Trust Company, LLC
Cash/Excess Funds Management
Qualified Plan Planning and Support
Cash Balance Plans

Retirement Options for Businesses

Ready to learn more about how Vista Partners can help your business?

Start a conversation with our team today.