Schneider Downs Logo

Management Advisory Services

PRIMARY CONTACTS: Adam J. Goode CPA, Michael P. Hart

The Schneider Downs Management Advisory team provides a wide array of services, including strategic, operational and financial analysis solutions designed to improve performance and create value. 

By partnering with executives, management and staff, the Schneider Downs Management Advisory team can provide fresh perspectives to create unique strategies that address a business’s short-term needs and long-term vision to deliver bottom line growth and organizational efficiencies.

Management Advisory Key Services

Management Advisory Services

Strategic Execution and Value Creation

Solutions include value gap assessments, strategic planning roadmap design, goal setting, exit planning, organizational development, change management, decision support, program management and project management.

Financial Planning and Analysis

Solutions include budgeting and forecasting, business performance monitoring, cost management, data-driven recommendations, investment assessments and scenario analysis.

Performance and Profit Improvement

Solutions include profit gap assessments, cash flow enhancements, cost cutting opportunities, cost pass-through strategies, profitabilibity KPI metrics creation and reporting and strategic pricing. 

Operations Management

Solutions include business operations optimization, capital efficiency, contract reviews, performance gap identification, product portfolio management, root cause analysis, six sigma process mapping, and Sales, Inventory and Operations planning (SiOP).

Management Advisory Methodology

MAS Model Graphic

Creating value is an ongoing, iterative process. Our approach starts with understanding the owner’s or senior management’s goals. We assess the current business strategy and operations to determine performance gaps and opportunities to develop into an action plan. By prioritizing key steps and quick wins, we help businesses implement and execute the plan. By helping companies continually monitor and assess their business, Schneider Downs Management Advisory provides continuous support for companies to reach their stated goals.

Management Advisory Resources

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.

Get the weekly newsletter with our most recent columns and relevant insights to you.

Have a question? Ask us!

We’d love to hear from you. Drop us a note, and we’ll respond to you as quickly as possible.


Every moment counts. For urgent requests, contact the Schneider Downs digital forensics and incident response team at 1-800-993-8937. For all other requests, please complete the form below.

"*" indicates required fields

This field is for validation purposes and should be left unchanged.