Aligning Legal and Financial Transaction Advisory: Attorney Roundtable


Course Description:
Partnering with the right team to help clients through a transaction is critical to success. Whether your clients are planning ahead or actively involved with a transaction, odds are they have questions regarding the legal and financial aspects of their transaction. Eide Bailly has experienced professionals who are available to partner with you to ensure your clients' best interest is upheld.

This roundtable discussion will provide insight into how our team can collaborate with you to satisfy financial due diligence, quality of earnings, business valuation, transaction, and tax-related considerations.

Learning Objectives:

  • Identify the key financial considerations in a business transaction.
  • Outline ways in which a business should plan ahead.
  • Discuss how to align legal and financial requirements to sustain the client’s best interest.
  • Explore examples of successful partnerships.
Amber Ferrie, CPA, ABV, CFF, CM & AA, Partner-in-Charge of Transaction Advisory | Eide Bailly
Since 2004, Amber has performed business valuations and other consulting services for Eide Bailly clients. She specializes in business transaction advisory services, providing sell-side advisory services to lower and middle market clients who are looking to sell their business, as well as buy-side advisory services for parties interested in purchasing an existing business.

Kyle Orwick, CPA, CMAA, Partner | Eide Bailly
Kyle has more than a decade of quality of earnings and due diligence experience after starting his career in audit. His transaction advisory experience includes performing buy side due diligence and writing sell side quality of earnings reports for domestic and international companies. Kyle helps clients make sense of the numbers during a sales process or an acquisition. He helps them understand the risks and opportunities involved in the business being sold, and he provides insight into overcoming risks and taking advantage of the available opportunities.

Robert Vaupel, CPA, Manager | Eide Bailly
Robert completes due diligence to ensure acquisitions are fairly represented for buyers and sellers of the firm. He reviews financial reports, operational processes, human capital and information technology needs of businesses to prepare buyers and sellers.

Matt Labernik, CPA, Senior Manager | Eide Bailly
Matt provides audit, consulting, and advisory services to a variety of clients. He helps clients leverage their strengths to overcome obstacles and provides insight into taking advantage of available opportunities and understanding risks during an acquisition.

Please note, this session will not be worth CPE. The roundtable will feature approximately 30 minutes of content followed by 30 minutes of Q&A.

Save the Date:

Our attorney roundtable series will cover topics including fraud and forensics, wealth planning and eDiscovery. Save the date for our future roundtables:

October 6, 2022 | Uncover Facts and Quantify Damages for Your Case
January 20, 2023 | Building a Robust Wealth and Estate Plan for Your Client
April 12, 2023 | eDiscovery Management: A Strategic Relationship

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Transaction Advisory