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Baseline and Readiness Assessments

PRIMARY CONTACTS: Adam J. Goode CPA, Peter J. Lieberman, Tom Springer

Understand your “why” with Schneider Downs Baseline and Readiness Assessments.

Our Baseline and Readiness Assessments help business owners assess their desired outcomes and specific goals. We can determine a company’s readiness for a transaction by simply asking the question,“What is your company ready for?

A successful transaction requires proper planning from the earliest stages to understand your goals and ensure your organization minimizes surprises and maximizes value every step of the way. Whether the transaction is based on personal, business or market-related motives, our readiness assessment helps define the type of transaction best suited for your goals.

The Schneider Downs M&A and Transaction Advisory Team helps organizations and business owners understand their options, proactively prepare for transactions, reflect on transaction goals, evaluate markets, practice the appropriate due diligence and find the appropriate transaction solution.

Baseline and Readiness Assessment Key Services

Once we understand the “why”, our team will work with you to identify the best route to achieve your goals. Regardless of whether the goal is growth, succession or acquisition, our team can help companies always ready for their next step.

Due Diligence

Assessing and evaluating the opportunity to acquire a new business must be completed with swiftness, precision and discretion.

Our seasoned professionals have the knowledge and experience necessary to assist privately held companies, public companies, investors, private equity firms, independent sponsors and lenders organize and complete buy-side and sell-side due diligence, and due diligence reviews for operational, financial and tax, strategic, technical and ESG matters.

Quality of Earnings

The goal of a quality of earnings engagement is to present a clear picture to the buyer of a target company’s financial condition.

Our team will focus not only on the balance sheet and income statements as presented by the target but also on the underlying quality of those statements. A quality of earnings analysis may be conducted by taking a quantitative and qualitative approach to evaluate the amounts presented to acquire a thorough understanding of EBITDA, working capital and potential adjustments.

Business Valuation Services

The valuation of any business or asset is a complex task that includes, among other things, detailed financial analyses, a deep understanding of the subject company and the industry/economic environment in which it operates, and the application of multiple valuation techniques.

Our Business Valuation Services Team has the ideal balance of industry knowledge with the deep-rooted experience necessary to address the specific nuances that make every business transaction unique.

Exit and Succession Planning  

Exit and succession planning is one of the most important strategies you will need to implement throughout the life of your business

Our Exit Planning Advisors are comprised of multidisciplined professionals, trained in delivering fully integrated and collaborative exit and succession solutions based on your goals and objectives, and offer fully integrated and holistic exit planning and succession solutions that are customized and designed for business owners by business owners.

Business Restructuring and Turnaround Services

Financial troubles are often invisible until the company has a serious cash-flow deficit and/or has violated loan covenants.

Our experienced team of business consultants applies their depth of management and financial experience in workout situations and determine what actions need to be taken. This assistance can be critical in keeping the troubled company’s focus on serving its customers, while resolving its internal problems.

Ready to Get Started?

For more information on how the Schneider Downs M&A and Transaction Advisory Team can help you maximize the value of your business, contact us at contactsd@schneiderdowns.com.

Related Services

M&A and Transaction Advisory Resources

About Schneider Downs M&A and Transaction Advisory Services

The Schneider Downs Transaction Advisory Services and Corporate Finance Teams provide 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.

Visit our dedicated M&A and Transaction Advisory Services page or contact the team directly at contactsd@schneiderdowns.com.

Schneider Downs Corporate Finance, LP is a registered broker/dealer. Member FINRA/SIPC.

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