When your financial institution plans for changes in ownership, you'll need expertise and resources to ensure your business has the strategies in place to grow as the future evolves. Business continuation services, like wealth transfer planning, critical incident and recovery planning, and succession planning create a comprehensive roadmap for the transition. The roadmap will offer you peace of mind that your financial institution and personal wealth will transition smoothly when ownership changes.
Eide Bailly utilizes a holistic approach to business continuation—one that includes a team of valuation specialists, tax advisors, financial advisors, estate planners and business advisors. We'll help ensure that your financial institution ownership transfer issues are viewed in their entirety, and that solutions are developed to meet your needs. Our team is committed to helping you achieve your financial institution’s succession goals.
What inspires you, inspires us. Let’s talk.