Advisory

Outgrowing legacy systems, navigating security risk, or preparing your data for AI? We can help you optimize your performance and prepare for growth.

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Advisory

Address the Issues Holding Your Business Back

Growth can stall when disconnected systems, siloed data, compliance demands, and operational complexity make it harder to move with confidence. Many organizations are also balancing cybersecurity concerns, vendor risk, workforce challenges, and pressure to scale, while still trying to improve efficiency and make better decisions.

Advisory brings together strategy, execution and technical expertise to help organizations improve performance, reduce risk and scale with confidence.

Our advisors help connect strategy, operations, technology, and talent. We work with you to reduce friction, strengthen controls, improve visibility, and build practical plans for growth.

Advisory Services Designed to Solve Business Challenges

Transaction Advisory

Support transactions with sell-side preparation, buy-side due diligence, working capital optimization, and post-merger integration.

Security & Risk

Proactively plan for risk, remedy issues, and increase operational efficiencies.

Outsourced & Managed Services

Streamline operations, improve financial visibility, and access modern outsourcing support.

Strategy & Management

Align technology, operations, and talent for sustainable growth.

Data & AI

Improve data and AI readiness with connected systems, analytics, and a scalable strategy.

Business Applications

Implement the right business applications to improve efficiency, support growth, and strengthen your technology ecosystem.
Our Stats Tell the Story
Our advisory team delivers measurable outcomes across transactions, technology transformation, and operational improvement.
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Strategic Advisors
$0M+
$100M - $500M Average Deal Size
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400+ Certifications Across Leading Technology Solutions
Why Organizations Choose Eide Bailly Advisory
three yellow arrows pointing to right
Connected across finance, operations and technology
We help implement solutions, integrate systems and drive real operational change, giving you better visibility, stronger alignment, and more informed-decision making.
    three yellow arrows pointing to right
    Focused on measurable outcomes
    From improving operational efficiency to supporting transactions and modernization efforts, we prioritize results you can track, measure and build on.
      three yellow arrows pointing to right
      Designed to support what’s next
      Whether preparing for growth, navigating risk or building a foundation for AI, we help position your organization for long-term success.
        $1.5m saved in tax credits

        Increased Efficiency and Operational Stability 

        A growing manufacturer faced operational inefficiencies across production, inventory, warehouse and shipping functions, limiting throughput and visibility.
        They partnered with Eide Bailly to streamline operations, strengthen leadership and build a more scalable foundation for long-term growth.


        How We Helped

        • Streamlined production scheduling, warehouse operations and shipping processes
        • Strengthened inventory management through optimized stock levels, cycle counting and clearer performance metrics
        • Aligned operations and sales planning to better match production with market demand
        • Provided executive-level advisory support to stabilize leadership and guide strategic decision-making
        • Established structured processes, scorecards and performance benchmarks to improve accountability
        • Supported the hiring and onboarding of an Operations Leader to ensure long-term operational ownership

        Frequently Asked Questions 

        • Why do organizations choose Eide Bailly Advisory?

        • When should a company engage an advisory partner?

        • How do advisory services improve operational performance?

        • What should I look for in an advisory firm?

        • What sets Eide Bailly’s advisory practice apart?

        • How does Eide Bailly help organizations prepare for AI?


        Manage your strategy with advisory support.

        Support growth with advisory services that strengthen operations, improve data readiness, and prepare for AI.

        Advisory 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.
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        Nathan McMurtrey

        Nathan McMurtrey

        Principal/Data Analytics Practice Leader

        Nathan believes every company can be a data company. As a partner at Eide Bailly, he leads the firm's Analytics practice in reaching that vision. Previously the CEO and founder of Xerva, a business intelligence company located in Orem, Utah, his educational background is in accounting where he first learned that accounting is really just an exercise in organizing data. Nathan loves to watch data transform businesses and go from being a liability to an asset.
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        Nick Mortensen

        Nick J. MortensenMISM

        Principal

        Nick leverages his deep understanding of systems design and architecture to help clients solve complex business process problems through technology.
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