Transition & Exit Planning

A clear transition plan for your organization, whether it be sale, M&A activity or retirement, takes careful planning long before you’re ready. It’s a series of choices, assessments and reassessments. The earlier you start, the better.

Over 50% of business owners say their exit plans are at least three years out, with some saying as far as 10 years down the line. And more than two-thirds of business owners say it is important for a company to be profitable and successful through the ownership transition process.

But how do you begin?

The preparation stage is key to executing a successful transition process. As you think about what’s next for your business, begin with the end in mind.

Choosing a Transaction Advisor
A trusted business advisor can help you understand the different decisions and actions you can take on your transition journey, including:

Succession Planning
Financial Modeling & Reporting
Sell-Side Advisory
Quality of Earnings
Buy-Side Advisory
Ownership Transition
Mergers and Acquisition Consulting

Why Eide Bailly
Our team can help you best position your business in the marketplace. We develop action plans to help you understand your options, make the most of opportunities and prepare your business for transition. We’ll help you understand your business’s unique value (or the value of the one you’re planning to buy) and help you make informed, strategic decisions about your company’s future.

Our people are trained business advisors with certified merger and acquisition experience, valuation expertise and more. Plus, we’re backed by a Top 25 CPA and business advisory firm with services to holistically help you in all aspects of your business.

Explore Related Offerings

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

What Our Clients Say

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. "

What We Offer

Business Valuation

By conducting annual or periodic valuations of your business, shareholders will know and understand the value of your business throughout its lifecycle.

Ownership Transition

There are many 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.

Eide Bailly can help you with:

ESOP Consulting
Quality of Earnings Due Diligence
Sell-Side Advisory

Transaction Advisory

The confusion and complexity of mergers and acquisitions can be mitigated by an experienced advisor who knows how to get a deal done.

Involving your advisors early in the due diligence process allows them to better understand your needs and help you formulate an appropriate due diligence strategy for your sale or acquisition.

Eide Baily can help you with:

Buy-Side Advisory
M&A Consulting
Quality of Earnings
M&A Tax Considerations
Sell-Side Advisory

Why Choose Eide Bailly?

A highly experienced 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 experience
Over 100 deals ranging in size from $100 million to $500 million
Top 25 CPA firm

Featured Tools

Video

Eckroth Music: A Family Business

Over the last 50 years, Eckroth Music has passed to the next generation, expanded to over nine locations, and extended ownership to the employees. Throughout all of the growth and change, the core focus, values and culture have remained the same—"it’s all about the kids.”

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.

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

Understanding Due Diligence When Buying a Business

When it comes to buying a business, quality of earnings due diligence can help preserve the business’s value and prepare you for potential challenges.

Article

Understanding Quality of Earnings when Selling A Business

The time has come to sell your business. What does the process look like to put your organization up for sale? Quality of earnings due diligence is a first step.

Infographic

Map Out Your Exit Strategy

Here are the four key stages for a successful exit planning journey.

Inspired Perspectives 2023

Interested in learning more about growth and success, compliance issues, the year ahead and more? Join us for one or all of our educational/informational webinars designed to keep our clients, colleagues and friends informed on innovative business and tax strategies. The tools and resources presented will help individuals and organizations make informed decisions and remain successful in a competitive and ever-changing marketplace.