Joel M. Rosenthal CPA, CVA, CM&AA

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Joel is responsible for providing specialized business consulting services. Over his 35-year career, he has earned a reputation as an insightful consultant in multiple service areas, including buy side and sell side transaction advisory services, financial modeling, forensic investigations, business valuation, inventory management and business planning. Joel’s extensive experience as an advisor in business transactions, forensic analysis, valuation and business strategy provides our clients with exceptional business advice.

Joel’s experience includes participating in and advising over 250 business transactions on both the buy and sell side. He has also led engagements involving complex financial modeling for commercial, nonprofit and governmental entities. These engagements involved modeling of future earnings and cash flows, strategic initiatives and stress tests. His forensic investigations involved misappropriation of assets, financial statement fraud and corruption and bribery. In addition, Joel has significant experience in auditing.

Joel performs valuations for businesses for mergers and acquisitions, financial reporting, and for other purposes such as gift and estate tax.

Prior to joining Schneider Downs, Joel served as a consultant, accounting and audit shareholder, as well as the director of a manufacturing services group, for a regional accounting firm. He also has experience working for a national accounting firm.

Education

B.B.A. - University of Michigan

Professional and Community Involvement

Member—Alliance of Certified Merger & Acquisitions Advisors

Member—American and Pennsylvania Institutes of Certified Public Accountants

Member of the Association of Certified Fraud Examiners

Member of National Association of Certified Valuation Analysts

Board Member—Jewish Health Care Foundation

Past Board Member and Past Chairman—Jewish Family and Children's Services

Past Board Member—Association for Corporate Growth - Pittsburgh and Global

Leadership Pittsburgh XVI—Chamber of Commerce

FBI Citizens Academy Member—2014

Forensic Accounting Certificate—AICPA

Do you have a hobby or personal passion?
I enjoy playing hockey and golf

What was the best advice you’ve ever received?
You can’t listen when you are talking

Who was your role model?
My father, who was first in his family to go to college. He started his own accounting firm and grew it to one of the largest in Pittsburgh.

What was your childhood dream?
I dreamed of playing in the NHL

People would be surprised to know that I…….
Still play ice hockey

What was your first job?
I flipped burgers at Wendy’s

Do you have advice for young professionals?
Build your network. It will be with you for your whole career.

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Do you need help readying your company for a sale? Email me directly here.

big thinking:

Emerging Technology Client Unaware of Sales Tax Requirements Upon Exit

Shareholder Trevor Warren joined Schneider Downs in 2001 and has more than 20 years of experience in public accounting. He mainly focuses on audit, review and compilation engagements, and he services a diversified number of industries, from automotive to nonprofit. He also leads the firm’s Emerging Technology Services Group.

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