Preparing Your Family Business for Sale – Even When It’s Not Your Intent
Please join Eide Bailly’s Amber Ferrie, partner/transaction advisory practice leader; Matt Labernik, partner; Kristin Taffe, business valuation senior manager; and Family Business Magazine’s publishing director, David Shaw, as they discuss ways to prepare your family business for sale — even if that was never your intention.
Speakers

Amber Ferrie, CPA, ABV, CFF, CM & AA
Partner/Transaction Advisory Practice Leader, Eide Bailly
Since 2004, Amber has helped Eide Bailly clients think about their future; whether that is through estate planning, a transaction, or growth. She specializes in transaction advisory services, providing sell-side advisory services to lower and middle market clients who are looking to sell their business. Amber believes in a holistic approach to advisory services, making sure we have considered the goals of the owner and the broader business strategy when planning for the future.

Matt Labernik, CPA
Partner, Eide Bailly
Matt has more than 10 years of experience in public accounting, focusing on audit and transaction advisory services. He provides advice to clients throughout the transaction process, including consulting on due diligence efforts, net working capital negotiations, purchase agreement review, and post-closing support. His industry specializations include construction, manufacturing and distribution, and dealerships.

Kristin Taffe, CPA, ABV
Business Valuation Senior Manager, Eide Bailly
Kristin has been with Eide Bailly since 2008, primarily in the business valuation space. In this role, she performs valuations for compliance and transaction purposes, specializing in valuations in the healthcare industry. Kristin also performs consulting services for small business, including transaction consulting and the development of financial models, feasibility studies, and sensitivity analysis modeling. Kristin loves the process of helping clients into the next stage of life. Whether it is transitioning wealth to the next generation, advising in a sale, or helping clients put strategic ideas into numbers, she appreciates the opportunity to work with clients during periods of change.

David Shaw
Publishing Director, Family Business Magazine