They are very responsive when I have an issue, and I am looking for some help.
Trusted guidance to create value at every stage of business transactions.
The Schneider Downs Transaction Advisory Team provides 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.
With a focus on middle-market organizations, our team has the collective business, industry and technical expertise necessary to help clients understand their options and achieve successful outcomes, whether the goal is buy-side, sell-side or post-merger integration.
Our team of experienced consultants work side-by-side with clients to assess, maximize, transform and optimize enterprise value, and most importantly, ensure their best interests are properly represented at every stage of the deal process.
Download our Transaction Advisory practice overview for more information.
The way a company structures the finances and operations for a transaction can often have a dramatic effect on the success
We specialize in mapping the course for financially distressed companies and guiding their way to profitability.
The necessary insight required to prepare a reasoned and supportable valuation analysis is the product of both significant real-world experience.
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.
They are very responsive when I have an issue, and I am looking for some help.
Knowledgeable, Efficient, Friendly.
We had the pleasure of working with an exceptionally professional and knowledgeable team on our SOX 404 audit for the 2024 cycle. The team navigated the complexities of a first-year review with precision and efficiency. They stayed on budget, which was no small feat given the scope and depth of the work involved.
Competent friendly people who know [the education] industry.
I’ve worked with SD for a long time and my experiences don’t vary. Strong firm leaders have been attached to our nonprofit. As much as one can say “we loved having our auditors on site”, we do!
Responsive, broad knowledge, easy access to experts when needed. Great people!
Great people, offering professional and broad based services.
We have worked with the same team for many years, which I consider a strength. We have also been able to draw from expertise across the firm around specialized needs in the past few years.
We always receive prompt responses and valued advice.
We are a growing company, and Schneider Downs has been a trusted partner for us.
On September 29, 2026, the Office of Management and Budget (OMB) released a draft of the Compliance Supplement, similar to…
Read More >Quick Summary Companies without budget for a third-party application can automate their SAP segregation of duties (SOD) review using Microsoft…
Read More >Quick Summary AICPA TQA Section 9561 confirms that AI does not create a separate SOC examination model or new criteria.…
Read More >A new federal tax incentive could let manufacturers deduct up to 100% of the cost of a new production facility…
Read More >The U.S. Treasury Department and Internal Revenue Service have issued proposed regulations that would provide that a private school is…
Read More >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.