The people who service our account are pleasant to work with, knowledgeable about relevant accounting and business matters and available to help when needed.
Trusted guidance to create value at every stage of business transactions.
The Schneider Downs Transaction Advisory Team provides the strategy, guidance and services organizations need to create value through all stages of a transaction, including due diligence and quality of earnings, mergers and acquisitions, exit and succession planning, capital raising and corporate finance.
With a focus on middle-market organizations, our team has the collective business, industry and technical expertise necessary to help clients understand their options and achieve successful outcomes, whether the goal is buy-side, sell-side or post-merger integration.
Our team of experienced consultants work side-by-side with clients to assess, maximize, transform and optimize enterprise value, and most importantly, ensure their best interests are properly represented at every stage of the deal process.
Download our Transaction Advisory practice overview for more information.
The Schneider Downs Transaction Advisory team helps companies maximize the success of business transactions of all types, including mergers, acquisitions, capital raising, minority interest investments, management buy-outs, sale preparation, due diligence, valuations and succession planning. Our team consists of interdisciplinary dedicated professionals who provide support across all aspects of transactions.
Learn more about our Transaction Advisory Services or contact us for more information.
The people who service our account are pleasant to work with, knowledgeable about relevant accounting and business matters and available to help when needed.
They act as if they are part of our team which is greatly appreciated.
Knowledgeable, Efficient, Friendly.
The engagement of the SD team in our business is welcoming. This is both on the audit and tax side. I really like how the Partner-In-Charge of both sides and I work together to make sure we achieve the desired outcomes from our respective teams in the time frames agreed upon.
Their timeliness is exceptional. I have enjoyed working with the same staff over the years. Keeping the same staff, is important to me.
Collaborative partnership.
We’ve had an amazing SD team. My experience has been that they have a partnership approach and are focused on education and identifying areas for continuous improvement.
Audit and tax teams are very responsive and provide valuable insight.
You cannot go wrong choosing Schneider Downs for your audit services. Having worked with other audit firms in healthcare compliance for over 20 years, Schneider Downs’ team was hands down the very best of them all. Guided us through our first HITRUST CSF and SOC 2 Type II certifications and will be recertifying us in the fall.
As an entrepreneur that has started and sold multiple businesses, my Schneider Downs team have provided the highest quality expertise when filing personal and corporate tax returns and when I sold my businesses. Their guidance saved me hundreds of thousands of dollars in tax savings, while ensuring compliance with Federal and State laws. They listened to my concerns and answered my questions in a timely manner, providing options and recommendations that ultimately made these very complex transactions simple and understandable. This team proved to be indispensable partners to me, my leadership team, and my family, and I highly recommend Schneider Downs to any business owners, small or large.
Big Problem: Company Impacted By Ransomware.
Big Thinking: Restore System On-site And Avoid Six-figure Ransom.
Big Problem: Inefficient Tax Credit Realization.
Big Thinking: Identified A $900,000 Tax Credit, Nearly Twice As Much As Prior Years.
