Chad M. Flanagan, CPA, ABV
Partner, Director of Valuations
"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 the 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, MemberNorth Dakota Society of Certified Public Accountants, Member
Institute of Business Appraisers, Member
Red River Valley Estate Planning Council, Member
Healthcare Financial Management Association, Member
Designations/Licensures
Certified Public AccountantAccredited 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.
COMMUNITY
Community Involvement
American Heart AssociationNativity Elementary Parent-Teacher Organization, Past President
St. Anne & Joachim Finance Council
Fargo Angels Hockey organization
