Taking a strategic and forward-thinking approach to critical business decisions can unleash your organization’s full potential.

Our experienced advisors help you plan for the now – and the next.

Strategize a clear path forward with sound expertise from experienced advisors

In today’s competitive marketplace, many family-owned businesses are looking to modernize and innovate to stay ahead. And as family business owners plan for their transition, they want to ensure the long-term success of the company they’ve worked hard to build.

At Eide Bailly, we understand the complexities of family businesses and offer a comprehensive range of solutions to help you succeed – whether it’s improving the day-to-day processes and procedures of your organization or helping you plan a strategic exit.

We work with clients of all industries and sizes to navigate challenges, discover areas of growth, and protect their organization’s future. With our team of experienced advisors on your side, you can feel confident about what’s next for your family business.

Comprehensive solutions to solve challenges, drive growth, and increase value

One-stop shop for the resources, tools, and technology your business needs to grow and scale.

A future-focused approach to help you seize opportunities and overcome obstacles.

Business advisors with expertise in all areas of transition planning – from valuation, to tax and financial planning, and everything in-between.

Experienced knowledge without having to hire, onboard, and train new staff.

Eide Bailly's comprehensive solutions for family-owned businesses

You don’t need to waste time and resources building an internal dream team. Eide Bailly’s specialized solutions help family businesses of all sizes achieve their goals.
Our expertise spans several key areas, including:

 

Transaction Advisory

Only 30% of all family-owned businesses transition to the second generation. Our advisors help you understand your options for exit and strategize a transition plan that achieves your personal and professional goals.

Business Planning & Analysis

A successful future starts with the decisions you make today. Smart business decisions rely on effective budgeting, forecasting, financial modeling, variance analysis, and performance monitoring; allowing you to set realistic goals, devise effective strategies, and create comprehensive budgets.

Accounting & Finance

From transactional service and support to c-suite-level resources and strategic business planning and analysis, our outsourcing professionals can help with the complexities of navigating growth and improving operations while also ensuring you remain in compliance.

Technology

Our experienced technology solutions team will help you design a proactive, value-driven technology map for your organization so that you can make informed decisions using secure and up-to-date data. We’ll help you solidify long-term direction and gain ROI from your ERP, CRM, integrations and more.

 

"I'm a second-generation family business owner. When I started in the business, it was our Eide Bailly consultant who gave me the encouragement to keep moving forward. I value the relationship I have built with the firm and am very grateful for all the assistance they have provided to me over the years."

Mary Jo Minor | Mills Property Management, Inc.

Ensure the success of your family business for years to come.

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