Take 10 With Tom - Our New M&A and Transaction Advisory Video Series

One of the most challenging and complex decisions as a business owner is not just understanding “what’s next” for your business, but how you get there.

Whether it’s a sale, merger, acquisition, succession or simply closing down, business owners face a gauntlet of financial, tax, business and personal considerations to ensure their best interests are properly represented and realized at every stage of a transaction.

In response to the growing interest in this topic from our clients, Schneider Downs is introducing our new video series “Take 10 with Tom”, featuring M&A and Transaction Advisory Shareholder Tom Springer.

In this new series, Tom sits down with Schneider Downs practice leaders to discuss the key business, financial, tax and personal considerations business owners need to know on both the buy-side and sell-side of a transaction.

The first video features Peter Lieberman, CEO of Schneider Downs Corporate Finance, who shares the common tripwires to successful transactions and how to mitigate these risks.

Common Tripwires to a Successful Transaction

Additional videos in this series are available at the links below and feature topics that include middle-market compensation strategies, purchase price adjustments, key tax considerations and the importance of engaging early with wealth management.

Compensation and Incentive Strategies for Middle-Market Companies 

Retirement Solutions Senior Manager Shad Fagerland, JD discusses the the compensation and incentive strategies middle-market companies are using to attract and retain key talent in today's market.

Understanding Purchase Price Adjustments

M&A and Transaction Advisory Director Stu Lawson examines the importance and impact of purchase price adjustments in the transaction journey.

The Importance of Wealth Management in the Transaction Journey

Derek J. Eichelberger, CEO of Schneider Downs Wealth Management, discusses on the importance of engaging with wealth management professionals early in the transaction journey.

Key Tax Considerations and Best Practices for Transactions

Tax Advisory Shareholder Justin C. Steele, ESQ discusses the key tax considerations and best practices in the transaction journey.

Each video can be viewed in its entirety or by the key discussion points linked in the video descriptions. We encourage you to share these with your network and if you have any questions or suggestions for future topics, please let us know at [email protected].

How Can Schneider Downs Help?

The Schneider Downs M&A and Transaction Advisory Team provides clients with strategic, operational and financial guidance to create value, prepare for future growth, increase operational performance and achieve maximum value in a transaction.

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].

You’ve heard our thoughts… We’d like to hear yours

The Schneider Downs Our Thoughts On blog exists to create a dialogue on issues that are important to organizations and individuals. While we enjoy sharing our ideas and insights, we’re especially interested in what you may have to say. If you have a question or a comment about this article – or any article from the Our Thoughts On blog – we hope you’ll share it with us. After all, a dialogue is an exchange of ideas, and we’d like to hear from you. Email us at [email protected].

Material discussed is meant for informational purposes only, and it is not to be construed as investment, tax, or legal advice. Please note that individual situations can vary. Therefore, this information should be relied upon when coordinated with individual professional advice.

© 2024 Schneider Downs. All rights-reserved. All content on this site is property of Schneider Downs unless otherwise noted and should not be used without written permission.

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