What is my role? My role is to help business owners write the next chapter in their lives and their business’ adventures. That may be selling, transitioning to a management team or a succession plan involving family. When businesses are going through transitions, I come in to help guide them through.
Why are numbers important for business? Numbers tell the story of where you have been, where you are and where you are going. Understanding the numbers associated with your business can help you capitalize on certain opportunities and/or avoid disasters that may be lurking. Buyers always want to hear the story of your business, but they also crave the numbers and love metrics. Understanding these for yourself can help your business have a huge advantage.
Why do I enjoy what I do? Selling your business is a huge deal (no pun intended) not only from a financial perspective, but also from an emotional stand point. Being a CPA, this is one area that you can use more than just your love for numbers. You also see the personal side of transitioning a business and I find that incredibly interesting. Nothing in the M&A world is black and white. Each situation between a buyer and a seller is unique and has its own characteristics and challenges. Seeing all of those play out can be really fun.
#MidwestIsBest The majority of my work is actually not in the immediate area, but that doesn’t mean I don’t feel the love around here. The Midwest in general is an underserved market in the M&A world, and I see a lot of opportunity to serve these fabulous businesses. I truly believe these people and businesses are the best, and Eide Bailly is lucky we get to work with them.