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Navigating the Business Owner Journey

The Campbell Harvey Group supports 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 partner with you to plan for your business’s future with confidence.

Preparing for the Future

Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.


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 

Managing Your Greatest Asset

Whether your transition will be intrafamily or to an external buyer, Baird has the experts to support you through the business sale, and the impacts it has on your family and retirement plan.

The Family Wealth Advisor Credential 

Generational family wealth management is at the forefront of our intentional, focused credential provided by Baird Family Wealth. That, combined with advanced training on managing the unique complexities of family dynamics and legacy considerations, allows us to provide exceptional, elevated service to you and your family.

A Tailored Approach for You and Your Family

At Baird, we have a client-centered, team-oriented approach. In addition to our expansive internal resources, we also collaborate with external strategic partners you may have, such as family CPAs, attorneys, and other financial professionals to provide the structure and coordinated expertise to manage what matters most. 

Multi-Generational Teams for Multi-Generational Families

As Family Wealth Advisors, we have an established history in creating customized solutions for ultra-high-net-worth families with complex needs. Our specialized expertise helps us navigate the nuances of family wealth By collaborating with multiple generations to provide a vital continuity of service to see your legacy realized.

Dedicated to Cranberry Farmers And Small Business Owners

At the Campbell Harvey Group, we understand that your wealth story is shaped by the work you do every day — whether you’re building a small business or operating a cranberry farm that’s been in the family for generations. Family wealth management, to us, means creating a plan that supports your life right now while strengthening the legacy you’re shaping for the future. And we’re here to help you make clear, confident decisions so you and your family can live life with intention.




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.

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.

Wealth Planning

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.

Family Transition

Family Transition

Baird Family Wealth provides specialized guidance for legacy wealth families who require advice and services that extend beyond traditional wealth management needs.

External Sale

External Sale

Baird's Business Owner Solutions can support valuations, sales, mergers, acquisitions, employee stock ownership plans and other similar transactions.

The Business Owner's Roadmap

The Business Owner's Roadmap

Understanding four key planning stages for business owners, from navigating family dynamics to managing the succession process.

No matter if you are in the midst of growing your business 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.

 Connect with us to discover how we can support your business goals

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