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Transaction Advisory Services

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Learn more about the close and settle-up considerations of a purchase agreement.

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

Explore our new video series highlighting key business, financial and tax considerations business owners need to know on both the buy-side and sell-side of a transaction

Deal Me In: Calculation and Negotiation of the Peg

Learn more about the critical act of calculating and negotiating the peg in the transaction process.
Learn more about working capital and why it matters in a transaction.
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Dealership Transactions Are Bittersweet

Learn more about dealership transactions and the lasting partnerships with Schneider Downs' as it changes to accommodate other opportunities.

Beyond the Horizon – Developing an Exit Strategy and Understanding your Alternatives

Learn how to quickly and effectively evaluate your options concerning exiting your business.

Getting Back on Course After a Disruption – Elements of a 360 Degree Assessment

Learn more about what a 360-degree business assessment entails and how it can help you recover from a disruption.

Seeing the Woods for the Trees – How to Avoid the Top 5 Value Discounters of Your Business

Discover the top five factors that can lead to a reduction in the value of your business.
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Out of the Wilderness – Leadership During a Disruption or Crisis

Learn how to create a crisis-ready culture at your company.

Timing is Everything – Determining the Best Time to Exit Your Business

Read our list of practical considerations to help determine the best time to exit your business.
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