Discover Why Companies Choose Eide Bailly for Transition Planning

Don’t leave your future up to chance. A successful transition begins with proper planning and strategy. We can help.

What Sets Eide Bailly Apart

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Expert Guidance
Our team of accredited professionals includes: Certified M&A Advisors, Chartered Financial Analysts, Accredited Senior Appraisers, and valuation analysts.
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    Personalized Approach
    We’ll help you understand your business’s unique value and empower you to make informed, strategic decisions about your company’s future.
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      Proven Results
      We've served clients with asset sizes ranging from as low as $40 million to as high as $1.4 billion.
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        Top 20 CPA Firm
        We bring practical expertise in tax, audit, and advisory services to improve performance, reduce risk, and support long-term growth.
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          Locations Across the U.S.
          National firm with over 50+ offices in the U.S. and internationally.
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            100+ Years in Business
            Over 100 years of experience in a variety of industries including: healthcare, manufacturing, financial services, and more.
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              Business Transition Services You Can Trust
              over 20% in increased leading bids

              Driving a Successful Ownership Transition Through Strategic Sale

              Selling a business is more than finding a buyer — it’s about maximizing value and securing the right fit.

              Eide Bailly helped one distributor achieve both through a competitive sale process that attracted multiple bidders, escalated offers, and delivered a transition aligned with the owners’ goals.


              How We Helped

              • Increased leading bids by over 20% through expert negotiation.
              • Led a competitive sell-side process, marketing to strategic and financial buyers.
              • Provided valuation models and historical performance analysis.
              • Delivered tax strategies to support growth and optimize outcomes.
              • Leveraged industry knowledge and market trend data for informed decision-making.
              • Managed secure transfer of sensitive company information.
              • Oversaw drafting and negotiation of the purchase agreement to ensure a smooth transition.

              The Eide Bailly team are knowledgeable, experienced, even-tempered, and flush with available resources, and we ended up with a better deal (in terms of both proceeds and overall experience) than if we had gone at it alone.
              Scott Kimball
              Chief Technology Officer & CofounderTazWorks

              Frequently Asked Questions

              • Why do I need an advisor to sell my business?

              • How do I find a buyer for my business?

              • How long will it take to sell my business?


              Preparation is key to a successful transition.

              Don’t leave your future up to chance. Our team of accredited professionals, including Certified Merger and Acquisition Advisors, Chartered Financial Analysts, Accredited Senior Appraisers, and valuation analysts are ready to help you plan your exit.

              Ownership Transition Leadership

              Amber Ferrie

              Amber J. FerrieCPA, ABV, CFF, CM&AA

              Partner/Transaction Advisory & Private Equity Industry Leader/Board Member

              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.