Data Analytics for Financial Transaction Advisory 

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

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, and problem-solving through data analysis to quantify value and identify missed opportunities for our clients.

In today’s fast-moving environment, there is a growing risk that relevant data is not analyzed correctly, misunderstood, or even not considered at all. Our professionals combine decades of industry-specific knowledge with state-of-the-art data analysis tools and techniques to design procedures that efficiently and effectively maximize value and minimize risk.  

Our professionals flip the traditional paradigm – instead of spending time sorting and gathering data, we use leading tools and analytic programs to quickly move beyond this stage to gain knowledge and deliver insight. 

How can Data Analytics be applied to Transaction Advisory and Business Valuation Services?

  • Discover formerly unknown patterns or inconsistencies in new and existing data
  • Determine the quantitative results of proposed transactions
  • Provide industry and sector-specific key performance indicator analysis to aid in executive decision making
  • Improve confidence in projections using statistical forecasting methods 
  • Identify and address inconsistencies early in the deal process to prepare for questions from buyers

ADAPT’s Big Thinking in Action:

  • Performed customer-type specific analysis to validate recorded revenue and predict collection of customer receivables 
  • Developed a model to predict the future customer attrition rate based on historical trends to value existing customer relationships and contracts
  • Evaluated profitability of operating locations by state to aid in the formation of executive strategy

About Schneider Downs Transaction Advisory

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.

Learn more about our Transaction Advisory Services or contact us for more information. 

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.
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