PRIMARY CONTACTS:
David C. Brinkman CFA, CPA, CFP
Schneider Downs’ Exit and Succession Planning services are multi-disciplined, fully integrated and holistic exit planning and succession solutions that are customized and designed for business owners by business owners.
Exit and succession planning is one of the most important strategies you will need to implement throughout the life of your business, and whether you are ready to start today or in 10 years, it’s never too early to begin the discussions. Schneider Downs is uniquely qualified to provide you with ideas, options and innovative solutions to meet whatever objectives you have in mind.
We will help you address common obstacles to exit planning, explain why exit planning is important and a good business strategy, help to assess owner and business readiness, identify deal killers and apply the value acceleration methodology ™, along with identifying the solutions that best fit your objectives as well as understand the underlying tax, cash flow, estate, business and family considerations. We will help you address common obstacles to exit planning, explain why exit planning is important and a good business strategy, help to assess owner and business readiness, and identify deal killers.
We utilize The Value Builder System to provide a Value Builder PREScore that provides you with a good understanding of what role your team will play in securing a satisfying exit. The assessment provides the 4 Key Drivers of an exit without regret. You can get your score at the link below.
The Value Builder System
Our Exit and Succession Planning Advisors are comprised of advisory professionals from five practice units—assurance and tax advisors, business advisory, technology advisors, corporate finance and wealth management—to deliver seamless, fully integrated exit and succession solutions.
Download our Exit and Succession Planning service overview to learn more or contact us today to get started.
So whether you are unsure of your next steps, are looking at a buyer, private equity or public offering or thinking of transitioning to family, key management, gifting to individuals or trusts, or considering an ESOP, Schneider Downs will listen, understand, create, manage and fully execute your exit and succession plan.
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.
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Schneider Downs is a Top 60 independent Certified Public Accounting (CPA) firm providing accounting, tax, audit and consulting services to public and private companies, not-for-profit organizations and global companies. We also offer risk advisory, transaction advisory, digital consulting, wealth management, retirement plan solutions and investment banking services. Schneider Downs serves individuals and companies in Pennsylvania (PA), Ohio (OH), West Virginia (WV), New York (NY), Maryland (MD), metropolitan Washington (DC) and additional states in the United States with offices in Pittsburgh, PA, Columbus, OH, and McLean, VA.
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