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Chad M. Flanagan, CPA, ABV

Partner

Chad M. Flanagan

It's very rewarding for me to work with clients and assist them with the complex progression of their most important asset-their business. We have a great team at Eide Bailly, and we strive to help our clients successfully advance through the various business steps, making sure their goals are met.

OVERVIEW

Chad specializes in valuing intangible assets, including technology, patents and contractual agreements, as well as countless business valuation services for estate and gift tax purposes, litigation, and purchasing and selling businesses. To share his expertise, Chad has presented for the Business Law Institute in Minnesota, Enterprise Minnesota, Red River Estate Planning Council and various other organizations.

When working with Chad, clients can expect an advisor that will help them through various stages of their business. Not only does he play an integral part in the early stages to understand value and proper capitalization, he stands by businesses as they mature, increasing value and developing strategies for growth and risk management.

When he's not working, Chad utilizes his business and accounting background to help nonprofit organizations, such as churches, schools and hockey organizations. In his free time, Chad enjoys a pickup game of basketball or a relaxing round of golf on a summer day.

QUALIFICATIONS

Memberships

  • American Institute of Certified Public Accountants
  • North Dakota Society of Certified Public Accountants
  • Institute of Business Appraisers
  • Red River Valley Estate Planning Council
  • Healthcare Financial Management Association

Designations/Licensures

  • Certified Public Accountant
  • Accredited in Business Valuation

Education

  • Bachelor of Business Administration – University of North Dakota, Fargo

KNOWLEDGE

Client Work

  • Performs financial projections and forecasts and strategic planning for a variety of clients, including professional service companies, manufacturers, distribution companies, equipment dealers and health care providers.
  • Work with clients to facilitate a succession plan to family, employees or third parties.
  • Prepares financial models for strategic growth.

Authored Materials

COMMUNITY

Community Involvement

  • American Heart Association
  • Nativity Elementary Parent-Teacher Organization, Past President
  • St. Anne & Joachim Finance Council
  • Fargo Angels Hockey organization