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.

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Transitioning your business can be complex.

Let us take the confusion out of what to do next.