Partner Resource Hub
Sequoia Financial Group offers integrated wealth planning designed specifically for Eide Bailly partners. This is offered complimentary for all Eide Bailly partners.
You have built something extraordinary at Eide Bailly and we’re here to support you as you look to the future.
As Eide Bailly moves through a liquidity event, Sequoia is prepared to meet you at this moment — with answers to the questions you are asking right now, and a team ready to help you make the most of what comes next. Our team’s experience working with Eide Bailly partners and understanding of your compensation structures provides us with key insights to help navigate this key transaction with you.
Whether you are retiring, transitioning, or continuing to grow your career, this Partner Resource Hub exists to walk you through every step of the process.
Open. Fund. Plan.
Open Your Account
When you are ready to get started, the first step is establishing an initial Sequoia account.
An advisor will walk you through a brief conversation to understand your situation and confirm the right account structure for you.
Once that conversation takes place, your Client Service Associate (CSA) will generate your Sequoia Client Agreement digitally.
From there, account opening takes less than 10 minutes.
Ready to get started?
Fund Your Account
Once your account is open, there are three ways to move money in — whatever makes sense for your timing and situation.
Pre-Transaction – Via Bank or Checking Account
Transfer funds directly from your bank account using MoneyLink. This is a straightforward option for partners who want to begin funding ahead of Transaction Day.
Pre-Transaction – Via Draw Account
If you carry a balance in your Eide Bailly draw account, you can move a portion of those funds into your Sequoia account now to begin building your strategy ahead of close.
Transaction Day – Wire Instructions
On the day the transaction closes, your CSA will proactively send you wire instructions. You can route all or a portion of your proceeds directly to your Sequoia account. Whether the funds come from your draw account distribution, capital account return, AAV payout, or scrape – we will help you direct them where they need to go.
Keep in mind that this is an initial “holding” account until you step through the planning process.
Not sure which option fits your situation? Your advisor will walk through all of this with you during your planning meeting.
Build Your Plan
Your Sequoia advisor will reach out to schedule your planning meeting. This is where we get into the specifics – what your total picture looks like after the transaction, how to approach taxes, how to think about investing your proceeds, and what this means for your long-term wealth plan.
To help you prepare, we have put together the key questions most partners are asking right now:
High-Income Planning Considerations for Eide Bailly Partners (PDF)
Key Questions
Key Questions to Get Clear on Before, During, and After Transaction Day
Sequoia has worked with clients through significant liquidity events for decades. In our experience, the partners who navigate this type of event with the most confidence along the way are the ones who come in with the right key questions – and connect with experienced advisors.
The following are questions every Eide Bailly partner should be able to get clear answers to this year. If you're already working with Sequoia, many of these are conversations we've already started. If you haven't engaged with us yet, consider this your starting point.
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Partner Planning Benefits
1. Designed for Your Partnership Structure
We understand AAV arrangements, equity allocations, and deferred compensation. We're not learning about the Eide Bailly model on the fly; we already know how it works.
2. Comprehensive, Goals-Based Planning
We use eMoney planning software to build a comprehensive plan around what matters to you. We model your compensation, cash flow, and investment allocation, then stress-test different scenarios so you can see how decisions today impact your wealth picture tomorrow.
3. No Situation Too Small
Whether you're early on in your partnership journey or have been a partner for years, we provide valuable planning insights. Best of all, there's no out-of-pocket cost to you; Eide Bailly covers the planning fees.
4. Preferred Pricing on Investment Management
Partner planning is about providing you with clarity and a comprehensive financial roadmap. If you choose to move forward as a client of Sequoia Financial Group, you will receive a 25% discount off our standard fee schedule for investment management. This preferred pricing is available whether you start with partner planning or bring your assets to us directly.
Resources for You
Listen to Austin Fields walk through Partner Planning
Transaction overview
Tax-aware investment strategies (Aperio-type) with Investment Research team
Charitable Giving: Donor Advised Funds
Common Questions About Partner Planning
Any Questions?
Reach out to Katie Nentwick
Senior Vice President, Regional Group Lead
knentwick@sequoia-financial.com
210-353-0501
Get Started
Sequoia has spent months preparing to be there in this moment alongside you. The team is ready – whether you want to open an account today, ask a question, or simply learn more about what the transaction means for your plan.