Transaction Advisory Services

Joel M. Rosenthal CPA, CVA, CM&AA  
Adam J. Goode CPA
Peter J. Lieberman

Our team of experienced advisors work with clients to maximize the success of all business transactions, including mergers, acquisitions, capital raising, due diligence, valuations and succession planning. Our advisors work with companies along every stage the process, helping guiding them toward successful outcomes.

Transaction Advisory Services Overview

Transaction Advisory Services We Offer

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Business Valuation Services

Experience and professional expertise allows us to provide our clients with service excellence in a broad range of valuation services

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Data Analytics for Financial Transactions

With state-of-the-art data analysis effectively maximize value and minimize risk

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Due Diligence and Quality of Earnings

Minimize any unexpected developments that could occur with the proposed transaction and maximize transaction value

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Exit Planning and Succession Advisory

Fully integrated and holistic exit planning and succession solutions

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Investment Banking

Premier advisory services in the areas of company sales and divestitures, acquisitions, fund-raising and strategic advisory

Schneider Downs Consulting is a practice of seasoned professionals who are experienced in a broad spectrum of services, including: transaction advisory, financial advisory, technology advisory, forensic and investigative accounting, as well as cybersecurity, IT audit and risk management. Our integrated services are housed in a single practice, all served from within one of the nation’s most respected accounting and consulting firms.

case studies
                                    Company impacted by ransomware.
big problem:
Company impacted by ransomware.
big thinking:
Restore system on-site and avoid six-figure ransom.
                                    Inefficient tax credit realization.
big problem:
Inefficient tax credit realization.
big thinking:
Identified a $900,000 tax credit, nearly twice as much as prior years.
our thoughts on
Six Common Lease Accounting Adoption Mistakes... and How to Avoid Them
SDWMA Thoughts on Silicon Valley Bank
Digital Transformation and The Construction Industry: Digital Workflows
SECURE 2.0 Act of 2022: Key Highlights
Resolve to Prevent or Detect Financial Statement Fraud in the New Year

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Metropolitan Washington