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Business Owner Solutions

At Baird, we support business owners with the expertise and resources you need to reach your professional and personal goals. We partner with your attorneys, accountants and other advisors, and leverage our team of business transition experts as needed. The Hock Group can help you with your exit planning and transitional needs, or simply to assess the current value of your business as a benchmark for your future plans.  Whether big or small, you've poured your life's efforts into building a business asset and income stream to support your financial endeavors.  We take the time to understand each situation so we can present owners with the most creative, attractive solution to your transition and succession goals.  Let The Hock Group support you in managing your greatest asset and connect you with the appropriate experts.  

Managing Your Greatest Asset


Our Process

59% of surveyed business owners do not have a formal, written plan for their life post-business.1

Our History

80% of surveyed business owners' net worth is locked in their business.1

Our Values

58% of surveyed business owners do not have a written financial plan prepared by a professional.1 

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

How We Work For You:

Business Valuation

Business Valuation

To help you produce a valuation that supports your business objectives, our experienced and credentialed valuation professionals will deliver an accurate, in-depth analysis of your company’s value using the latest approaches and cutting-edge tools.

Transition Planning

Transition Planning

When you’re ready to transition your business to new ownership or to the next generation, Baird's Business Owner Solutions team can help you develop a comprehensive and detailed exit plan that creates long-term financial security for you and your family and preserves your business legacy.

Mergers & Acquisitions

Mergers & Acquisitions

Whether you’re positioned on the buy-side or sell-side, our Business Owner Solutions experts deliver the strategic advice and practical solutions to help your M&A transaction run smoothly, regardless of its scope or complexity.

Schedule a Consultation

Contact Us Today

Even if a transition is not imminent or hasn't been identified yet, every business owner could benefit from our complimentary transition assessment - including business valuation estimate.  Complete the information request below or schedule a consultation today. 

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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.

Qualified Plan Consulting


Retirement plans are powerful. They can help employers attract and retain the right talent. More importantly, they can help participants prepare for a successful retirement. As an independent consultant on corporate retirement plans, The Hock Group serves a growing number of small companies – the heart of Arizona, Colorado, and Southern California business communities – to provide advice on all aspects of their plans. We help to design a customized and flexible solution for our clients, choosing plan providers based on their merit and quality over time. We understand that each company’s needs are unique and we will recommend the most appropriate tailor-made solution, helping employers and employees navigate this often complex but essential component of the benefits puzzle.

The Hock Group is part of Baird’s Qualified Plan Consulting Group (QPCG), an exclusive collaboration of Financial Advisors who have significant experience and expertise in qualified plans. Lana Hock has obtained the Qualified Plan Financial Consultant (QPFC) designation developed by the American Society of Pension Professionals and Actuaries (ASPPA) and the University of Michigan, which provides an in-depth understanding of retirement planning concepts, terminology, distinctive features of qualified plans and the roles of retirement plan professionals. To earn this credential, one must demonstrate a proficiency in the knowledge of plan administration, compliance, investments, fiduciary, and ethics issues, and the completion of continuing education courses is required to maintain the credential.

Fiduciary Management Assistance

Investment Consulting and Reporting

Plan Design Consultation

Participant Education

Expense and Revenue Analysis

Vendor Due Diligence

Image for A Survival Guide for Small Business

A Survival Guide for Small Business

You took on a pandemic, you dealt with inflation, and now, you’re faced with the challenge of adjusting to our ‘new normal.’

No matter if you are in the midst of growing your business, recruiting and retaining top talent with the benefits you offer, or beginning to consider a legacy plan, our specialized team of experts can support you. With a constant eye out for you and your business’s best interest, we will collaborate with our in-house specialized teams and your other advisors to help you achieve your personal and professional goals. 

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