Data Analytics for Financial Transaction Advisory

PRIMARY CONTACTS: Adam J. Goode CPA

In association with the Automation and Data Analytics Process Team (ADAPT), our business advisory professionals harness the power of data management, data discovery, data visualization, and problem-solving through data analysis to quantify value and identify missed opportunities for our clients.

In today’s fast-moving environment, there is a growing risk that relevant data is not analyzed correctly, misunderstood, or even not considered at all. Our professionals combine decades of industry-specific knowledge with state-of-the-art data analysis tools and techniques to design procedures that efficiently and effectively maximize value and minimize risk.

Our professionals flip the traditional paradigm – instead of spending time sorting and gathering data, we use leading tools and analytic programs to quickly move beyond this stage to gain knowledge and deliver insight.

How can Data Analytics be applied to Transaction Advisory and Business Valuation Services?

• Discover formerly unknown patterns or inconsistencies in new and existing data
• Determine the quantitative results of proposed transactions
• Provide industry and sector-specific key performance indicator analysis to aid in executive decision making
• Improve confidence in projections using statistical forecasting methods
• Identify and address inconsistencies early in the deal process to prepare for questions from buyers

ADAPT’s Big Thinking in Action:

• Performed customer-type specific analysis to validate recorded revenue and predict collection of customer receivables
• Developed a model to predict the future customer attrition rate based on historical trends to value existing customer relationships and contracts
• Evaluated profitability of operating locations by state to aid in the formation of executive strategy

About Schneider Downs Transaction Advisory

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.