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Chad M. Flanagan, CPA, ABV

Partner/Fargo Market Leader

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 has been with the firm for over 24 years. He specializes in performing business valuation services for estate and gift tax purposes, litigation, and purchasing and selling businesses. He performs succession planning to help clients determine future ownership, leadership and management. Chad performs financial projections and forecasts as well as strategic planning for a variety of clients. To share his expertise, Chad has presented for the Prairie Family Business Association, the 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, Chad stands by businesses as they mature. By being a part of all stages of business development, he increases value and develops 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, Grand Forks

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 healthcare providers.
  • Works with clients to facilitate a succession plan to family, employees or third parties.
  • Prepares financial models for strategic growth.

Authored Materials

    Article

  • Why Next-Generation Family Business Planning May Not Be Easy

    With growing concern over next generation buy-in, it is time to look at how you can create a successful succession plan that doesn’t involve family. Without a solid succession plan, even the best family businesses may lose what they’ve created.

    • Article

  • The Importance of Business Valuation

    Do you know how valuable your company is? No, we’re not talking about how much you think it’s worth. We’re talking about an independent appraisal of the worth of your company and how much it would potentially sell for. Welcome to the world of business …

    • Article

  • Preparing for Potential Merger & Acquisition Activity

    Regardless of market conditions, there is never a wrong time to begin preparing for an eventual sale. Engaging trusted transaction advisors can help you make the process a smooth one.

    • Article

  • Exit Strategy: Transitioning Your Business to a New Owner

    While each business owner chases success in his or her own unique way, there are some things nearly all owners have in common. Hard work, determination, a vision of what could be, and the will to make it happen—these are the stock and trade of anyone who …

    • Article

  • Buy/Sell Considerations

    For many clients, the investment in their business is the most significant financial asset they own. Our goal as trusted advisors is to help them increase the value of that asset and realize that value upon exit of the business.

    • Article

  • Key Considerations During a Dental Practice Transaction

    There are many things to consider when looking to expand your dental practice. Are you forgetting anything?

COMMUNITY

Community Involvement

  • American Heart Association
  • Fueling Our Future (Collaborative Initiative of The Fargo Moorhead West Fargo Chamber of Commerce and the Greater Fargo Moorhead Economic Development Corporation), Governance Board
  • The Fargo Moorhead West Fargo Chamber of Commerce, Board of Directors
  • Sts. Anne & Joachim Parish Finance Council