Ownership Transition

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What We Offer

Don’t leave your future up to chance. A successful transition begins with proper planning and strategy. We’ll help you understand your business’s unique value and empower you to make informed, strategic decisions about your company’s future.

  • Sale Preparation

  • Business Valuation

  • Quality of Earnings

  • Tax Consulting

  • Succession Planning

  • Individual Planning

What Sets Eide Bailly Apart

When you work with Eide Bailly, you'll work with accredited professionals, including Certified Merger and Acquisitions Advisors and Certified Public Accountants, who dedicate 100% of their time to due diligence and quality of earnings work.

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Specialized Knowledge

Certified M&A Advisors, Chartered Financial Analysts, Accredited Senior Appraisers

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Proven Results

Clients with asset sizes ranging from $40 million to $1.4 billion

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Locations Across the U.S.

National firm with 50+ offices

Who We Are

Eide Bailly is a CPA firm bringing practical expertise in tax, audit, and advisory to help you perform, protect, and prosper with confidence.

Advisory Services You Can Trust
We’ll help you create a strategic transition plan that accomplishes your goals.
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Case Study: Crane Johnson

Navigating Transition: How a Strategic and Proactive Plan Secured the Future of Crane Johnson Lumber Co.

After three generations of family ownership, it was time for Crane Johnson Lumber Co. to transition ownership to a strategic buyer. Here’s how Eide Bailly helped.

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Frequently Asked Questions

  • When should I start business transition planning?

  • What are my ownership transition options besides a third-party sale?

  • Why do I need an advisor to sell my business?

  • How do I find a buyer for my business?

  • How long does it take to sell a business?

  • How should I plan for personal wealth and estate needs around a sale?

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Preparation is key to a successful transition.

Our team of accredited professionals, including Certified Merger and Acquisition Advisors, Chartered Financial Analysts, Accredited Senior Appraisers, and valuation analysts are ready to help you plan your exit.

Ownership Transition Leadership

Amber Ferrie

Amber J. FerrieCPA, ABV, CFF, CM&AA

Partner/Transaction Advisory & Private Equity Industry Leader/Board Member

Since 2004, Amber has performed business valuations and other consulting services for Eide Bailly clients. She specializes in business transaction advisory services, providing sell-side advisory services to lower and middle market clients who are looking to sell their business, as well as buy-side advisory services for parties interested in purchasing an existing business.
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