Ownership Transition

Smart transitions start with proper planning and strategy.

You’ve spent your life starting and growing your business, but eventually all good things come to an end. For some, the decision comes early in the life of a business. For others, it’s one of the last decisions you’ll make as an owner. Regardless of how you get to the ownership transition stage, understanding the process—and being prepared for it—is essential to ensuring a smooth exit.

There are many questions to consider when it comes to exiting your business:
How long should you plan ahead for the sale or transition of your business?
Who is going to buy your business?
What does the process look like?
What should you do now to prepare?

Exit planning has many moving parts, and as many as 75 to 85% of transitions fail to sell. Proper planning and sound strategy can help ensure you, your business, your family, your employees and your financials are set up for success.

How Eide Bailly Can Help in Your Ownership Transition
There are a variety of options to consider when it comes to transitioning from running a business full-time to scaling back, including setting up employee ownership options, exiting, retiring, selling to private or public entities or succeeding to family.

Each option needs careful consideration, and we have many teams ready to assist with whatever direction feels right. Our professionals can help you manage and plan for the future wealth that will come with certain transitions. Whenever you’re ready for the next step, we’re here to help.

Explore Related Offerings

Business Valuation Buy-Side Advisory Employee Owned Companies (ESOP)Quality of Earnings Sell-Side Advisory Transaction Advisory Transition & Exit Planning

What Our Clients Say

“We would recommend the Eide Bailly team to any seller … It’s a great investment and will result in achieving the highest value possible for the business.”

In my opinion the most important members of the merger/ acquisition, other than the internal management team, is a very knowledgeable CPA firm and legal team. Eide Bailly’s team exceeded our expectations and delivered just as they’d promised."

man signing a contract while financial advisor

The personal touch and extraordinary effort the Eide Bailly team put forward has far exceeded our expectations and any experiences we've had with past CPA firms. "

Why Choose Eide Bailly?

A highly experience team of accredited professionals, including Certified Merger and Acquisition Advisors, Chartered Financial Analysts, Accredited Senior Appraisers, valuation analysts and more.
Trusted advisors with more than 25 years of selling experience
Over 100 deals ranging in size from $100 million to $500 million
Top 25 CPA firm

Featured Insights

Article

Top 7 Questions to Ask Yourself to set up a Successful Exit Plan

Exit planning is a vital part of the lifecycle of a business. It seems simple at first: how do you plan to exit your business? But the options, and compliance factors, that go into exit planning can leave your mind reeling. That’s why it’s best to plan early.

Article

Seven Steps to Creating a Successful Succession Plan

After a lifetime of hard work and building a successful business, there is much to think through as you consider the first steps in moving beyond your business.

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 starts a business.

Article

Estate Planning is More Than Just Tax Planning

Many people think estate planning is not necessary, that it is only for those of us that are getting older or those fortunate enough to be extremely wealthy.

Schedule Consultation

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.

eBook

Exit Planning Guide

Download our free comprehensive guide to learn the four common stages we encourage you to focus on as you plan for a successful exit.

❯❯❯TOOL

Are You Prepared to Exit Your Business?

Preparing to exit your business isn’t one big decision. It’s a series of choices, assessments and reassessments. It’s a process, and the longer you give yourself, the better off you’ll be. We’ve put together a list of resources and a free comprehensive guide to help you get started.