Data Analytics for Financial Transaction Advisory 

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 M&A and Transaction Advisory Services

The Schneider Downs Transaction Advisory Services and Corporate Finance Teams provide 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.

Visit our dedicated M&A and Transaction Advisory Services page or contact the team directly at [email protected]

Schneider Downs Corporate Finance, LP is a registered broker/dealer. Member FINRA/SIPC.

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

Co-CEO Steven Thompson discusses the evolution of accounting firms with the Pittsburgh Business Times.

Co-CEO Steven Thompson shares his experience on how the accounting profession has adapted and evolved with technology. (subscription may be required to view)

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Shad Fagerland Joins SDAdvantage Retirement Solutions

PITTSBURGH, PA—Schneider Downs, one of the top 60 public accounting, tax, and business advisory services firms in the U.S., has recently appointed

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Steve Barber Joins Real Men Wear Pink Campaign

Steve Barber, Tax Shareholder in our firm's Pittsburgh office, is representing Schneider Downs in the 2019 Real Men Wear Pink Campaign. The campaign

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Schneider Downs Announces New Shareholders

PITTSBURGH, PA-- Schneider Downs, one of the top 60 certified public accounting and business advisory firms in the United States, is pleased to announce

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Schneider Downs Announces Plans for Leadership Transition

Christopher S. McElroy to join Steven D. Thompson as Co-Managing Shareholder, Timothy J. Hammer to retire 6/30/2020 Schneider Downs, one of the nation’s

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Introducing Schneider Downs Consulting

Schnider Downs introduces new structure that consolidates more than 80 existing services into an integrated practice.

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David Murphy highlighted on Post Gazette

Schneider Downs' David Murphy highlighted on Post-Gazette “Ask Me About” regarding the recent ransomware attack that shut down Lincoln College.

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Metropolitan Washington