Transaction Advisory Services

PRIMARY CONTACTS:
Joel M. Rosenthal CPA, CVA, CM&AA  
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 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

 
Let’s discuss preventing ransomware attacks on your company. Email me directly <a href='mailto:twarren@schneiderdowns.com?cc=contactSD@schneiderdowns.com'>here</a>.
big problem:
Let’s discuss preventing ransomware attacks on your company. Email me directly here.
big thinking:
Company impacted by ransomware.
 
Let’s discuss opportunities to reduce your company’s tax burden. Email me directly <a href='mailto:dmorally@schneiderdowns.com?cc=contactSD@schneiderdowns.com'>here</a>.
big problem:
Let’s discuss opportunities to reduce your company’s tax burden. Email me directly here.
big thinking:
Inefficient tax credit realization.
our thoughts on
IRS Provides Taxpayer-Friendly Guidance for the Employee Retention Credit
COVID-19 Scams Surge with New Variants
Tax BY Rachel Kolar
Advanced Child Tax Credit
Ohio’s New Budget
Largest Ransomware Attack on Record Hits During the U.S. Holiday Weekend

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