Set your family business up for long-term success with the help of Eide Bailly’s specialized solutions.

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


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.

With our team of experienced advisors on your side, you can feel confident about what’s next for your family business.


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

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

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

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


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:


Transition & 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.

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.


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.

Wealth Planning

A wealth plan is the blueprint for how you will make some of the most significant choices in your life, from when to exit your business to how you want your assets to be maintained, passed down and used to achieve your personal objectives. Our team provides the expertise you need to fully understand where you’re at and where you’re going.


"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.

Let us help you ensure your family business's success.

Copyright 2023, Eide Bailly LLP | All Rights Reserved | An independent member firm of HLB International | Privacy Policy