Adam joined Schneider Downs in 2007 and has more than 20 years of diverse professional experience working with businesses. Adam leads the firm’s Business Advisory services group which includes:

  • Transaction advisory
  • Valuation
  • Strategy consulting
  • Managed accounting, including CFO services
  • Forensic investigations
  • Litigation support

Adam has diverse experience advising companies on broad range of business issues, including accounting and finance topics. His experience ranges from early-stage businesses looking for growth up to large international publicly traded businesses looking to improve their business. Adam spends most of his time advising middle-market sized companies in a variety of industries including SaaS, retail, professional services, manufacturing, not-for-profit and higher education.

Adam’s specialties include transaction advisory services, including both buy-side and sell-side due diligence, strategy consulting and CFO services. His passion is helping companies to grow, whether through M&A advising or helping to find and implement growth-oriented strategies for companies to pursue. He has advised on numerous successful transactions and has positively contributed to the success of many businesses over his career. Adam is trusted by his clients’ owners, c-suite, board of directors and investors to provide innovative and practical solutions to business challenges.


B.S.—Business Administration, Robert Morris University

Professional and Community Involvement

Member — American Institute of Certified Public Accountants

Member — Pennsylvania Institute of Certified Public Accountants

Member — Robert Morris University Accounting Advisory Board

Honors — Pennsylvania Institute of Certified Public Accountants Young Leader Award (2015)


Do you have a hobby/personal passion?
Spending quality time with my kids.  I have three daughters who love board games and card games.

What was the best advice you’ve ever received?
Someone once told me to “be where your feet are”.  With all the chaos and distractions in life this has always resonated with me and when I actually follow this advice allows me to be the best version of me.

Who is your role model?
I’ve had many over the years.  I always look up to successful people who have a healthy balance between work and family.

What was your childhood dream?
I wanted to become a pilot and fly fighter jets in the military.

If you could go back in time, what advice would you give to your college self?
I studied engineering for two years before I discovered my love for debits and credits.  I’d have told myself to skip the engineering classes and go straight to accounting.

People would be surprised to know that I…
…have an odd attraction to European sports and on Saturday and Sunday mornings will often start my day watching an early morning soccer match or formula 1 race.

What is the best or most interesting thing about your career?
Before I worked in public accounting I ran a retail business.  I always enjoyed retail and was in some ways disappointed to leave the industry.  Today I work with many retailers in an accounting and advisory role and am thrilled to stay connected with the industry I thought I had left behind.

What was your first job?
I was a cook at Hardees.

Do you have a “motto”? (spoken or unspoken)
Don’t be afraid to fail.

When you have an hour of free time, what do you like to do?
I’d love to say that I’d do something productive or enriching with my time, but honestly with only one hour of time I’d find a quiet place to sit, listen to music and get caught up on the day’s news.

Do you have advice for young professionals?
The most rewarding aspect of the job will never be found inside a spreadsheet.  Get to know your clients personally and get to know their business.  You’ll enjoy the work a whole lot more.

Our Thoughts On


Big Problem: Large Tax Burden In The Succession Plans Of A Family Business.

Big Thinking: Creating A Grantor Trust To Save $1.5 Million.

GREG ALLISON is responsible for estate and succession planning for business owners, executives and high-net-worth individuals. He also prepares annual income tax returns for estates and trusts in addition to gift tax returns, federal estate tax returns and state inheritance tax returns.
One of Greg’s clients was a father wanting to retire and give his son 100% ownership of their company. Giving his 80% share in the company would result in a $1.5 million tax due on redemption. Greg’s team was able to avoid the $1.5 million tax and introduce asset protection by having the father creator a grantor trust instead. “By creating a grantor trust, the father was able to sell his shares under the same terms as redemption but save money since no gain is recognized on the sale,” said Greg. “We were also able to integrate asset protection into the structure and procure the recurring tax and attest services.” Schneider Downs provides Big Thinking and Personal focus in delivering a variety of services for large and small businesses, both publicly and privately held, as well as nonprofit organizations, government entities and more. Through our commitment to thought leadership and knowledge management, we deliver the solutions our clients need with a personal commitment to service.

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