Benefits of collaborating with
Industry Consultants

Eide Bailly is a partner you can trust to work with you to guide your clients through some of the most important decisions they’ll make. When they need financial expertise in buying or selling a business, planning for the future, or uncovering and defending against fraud, a partnership with Eide Bailly can help you get the best outcome for your clients.

Our team is a unique blend of certified public accountants, certified fraud examiners, client management specialists, valuation professionals, and more. Our people deliver results using court-proven methodologies and serve as expert witnesses when necessary. We can also help you enhance client management for your practice through the utilization of Salesforce. We help attorneys like you build the most credible case with advice and information that is critical during a transaction, in negotiations, and the courtroom.

Team of CPAs, fraud and forensics examiners, client management specialists, valuation professionals, and more
Proven track record of investigative accounting, digital forensic services, and expert witness testimony
Scalable digital forensic technology to meet your needs
Tailored engagements to provide the best solutions for your needs

Team of CPAs, fraud and forensics examiners, eDiscovery specialists, valuation professionals and more

Proven track record of investigative accounting, digital forensic services and expert witness testimony

Scalable eDiscovery and digital forensic technology to meet your needs

Tailored engagements to provide the best solutions for your needs

business and accounting expertise your clients can trust

Transaction Services

Eide Bailly's transaction advisors have handled it all, from family transfers to third-party purchases, employee ownership and more. Whether your clients need due diligence or help having conversations with interested buyers, we’ll help develop an actionable plan for their next steps.

Our team’s expertise in business valuation, quality of earnings and mergers and acquisitions activity on both the sell-side and buy-side of transactions means that we can help navigate your clients through the financial side of buying or selling a business for a successful outcome.

Fraud and Forensic Advisory

Eide Bailly’s team of fraud and forensic accounting experts combine their accounting, calculations, and investigative skills and experience to uncover facts, provide solutions, and assist you with your case throughout the process.

Whether your case requires quantifying financial damages, meticulously piecing together financial data, or extracting and preserving digital data for your court case or fraud proceedings, our team’s specialized expertise can deliver what you need.

Wealth Planning

Eide Bailly's wealth planning professionals bring knowledge from an array of specialty areas—business valuation, estate, trust and gift tax planning, financial planning—to provide a comprehensive approach to your client’s wealth plan. 

Our team will offer the financial expertise your clients need when they plan to transition their wealth or their business and move to the next chapter of their lives. We can help with tax, estate, investment, and insurance planning. We work with you and your clients to help make their financial and charitable goals a reality.

Client and Matter Management

Salesforce may be well-known as a sales and marketing platform, but it can be a game changer for how legal service and law firms manage their case load. This scalable solution allows easy access to client data across your entire organization, reducing bottlenecks and frustrating lack of flexibility from legacy systems like Clio or Lawbase. This means your team will be able to collaborate more efficiently, resulting in better client intake, matter acceptance, and overall experience.

Our technology consulting team will learn about your organization, your challenges, and your plan for the future so we can design a customized solution that will take your organization’s client management to the next level. Transitioning your organization to Salesforce—or any new technology solution—is a big investment, and it’s important to make sure it’s done correctly, on time, and on budget. With Eide Bailly’s proven client success approach, you can move forward confidently with your technology strategy thanks to the expert guidance and Professional Services industry experience of our team.