Trusted guidance to create value at every stage of business transactions.
PRIMARY CONTACTS:
Adam J. Goode, CPA
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.
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.
Provides a wide array of services, including strategic, operational and financial analysis solutions designed to improve performance and create value.
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.
The people
Personable
We treat Schneider Downs as our business advisor. Before we make big monetary decisions, one of our first phone calls is to Schneider Downs to get their opinion and council.
They are truly a full-service firm – we utilize the tax, audit, transaction, cybersecurity, 401k, and family office teams.
Great relationship with our primary POC – Jim Sayer. Excellent knowledge base and highly responsive to our business needs. SD has added real value to our taxation reporting and strategy.
Good people, firm culture and reasonably priced. It’s also nice to support a locally HQ’d firm.
Competency is broad and efficiently applied. SD is a great thought partner and goes beyond keeping score to enable us with meaningful insights.
We have been overwhelmingly happy with the people and services that we receive from Schneider Downs. Not everyone understands the nuances of nonprofit finance, but SD does. While we are required to have an audit and to file with the IRS and Commonwealth, we view our relationship with Schneider Downs as more of a partnership. We are constantly bounces our thoughts off of our SD team for agreement and/or guidance so that there are no surprises on either side. The SD team has been great to work with. They are respectful and knowedgeable about our industry/business and we appreciate our relationship.
Knowledgeable people
Relationships with the great people we work with.
The best thing is the partnership. Patrick and team are always responsive and great to work with. I love the open dialogue and professionalism. The team at SD is very knowledgeable and I feel they take the step further to exceed rather than just meet our expectations.
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Schneider Downs is a Top 60 independent Certified Public Accounting (CPA) firm providing accounting, tax, audit and business advisory services to public and private companies, not-for-profit organizations and global companies. We also offer Internal Audit; Technology Consulting; Software Solutions; Personal Financial Services; Retirement Plan Solutions and Corporate Finance Services. Schneider Downs is the 13th largest accounting firm in the Mid-Atlantic region and serves individuals and companies in Pennsylvania (PA), Ohio (OH), West Virginia (WV), New York (NY), Maryland (MD), and additional states in the United States with offices in Pittsburgh, PA, Columbus, OH, and McLean, VA.
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