Strategic and Financial Advisory Services

In today's fast paced, global business world, running a business is more complex and challenging than ever. It is a well known fact: a business with a well defined "road map" to achieve strategic objectives, address problems and enhance shareholder value will nearly always outperform its plan-less rivals.

The Schneider Downs Corporate Finance team has an unique combination of executive management, financial transaction and strategic advisory experience, and have completed dozens of strategic advisory assignments. We take the time to understand the dynamics of our client's business and industry, as well as the evolving expectations of shareholders, family members, bankers and investors.

Our team can provide assistance with:

  • Strategic options exploration, analysis and recommendations
  • Guidance for ownership transition, liquidity events and management succession
  • Preparation for the sale of a business
  • Fine-tuned strategic planning process for growth or turnaround
  • Creative solutions for financially troubled companies
  • Financial diagnostic assessments
  • Industry and competitive research
  • Transaction related valuation services

Contact a member of our Corporate Finance team today for a confidential conversation.

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

Schneider Downs Corporate Finance, LP Customer Relationship Summary (Form CRS).

our thoughts on

COVID-19 AND THE M&A MARKET: DEAL VOLUME AND VALUE

Since mid-March, M&A volume has slowed dramatically as the U.S. economy shut down and state governments implemented stay-at-home orders. The chart

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What to Expect During a Sale Transaction

Once they decide to move forward, many owners plow straight in and starting looking for a buyer. Good idea, but not so fast. Slow down. Think about your

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COVID-19 AND THE M&A MARKET

The two-month COVID-19 economic crisis has significantly disrupted the M&A deal market. While there are examples of transactions that have closed,

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Are You Prepared for the Next Stage of Your Business?

You’re a successful business owner who’s devoted all your time and effort into growing your company to be a best-in-class provider in the industry.

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ESOPs as a Business Succession Planning Solution

Schneider Downs Retirement Solutions Business owners approaching retirement face a complex set of succession planning decisions, such as how to find a

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The Value of Business Process Analysis in your Succession Plan

Are you planning to exit your business in the next 5-10 years? Have you thought about succession plans for your business? Large companies typically incorporate

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Wealth Management Concerns When Selling Your Business

While there are a multitude of issues facing a business owner when they decide to sell their business, one of the most important areas that often gets

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Considerations for Transitioning Your Business

There are several things a business owner should consider before deciding how they would like to transition their business to the next generation, company

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Thinking About the Future: What’s Your Plan? (MDR)

We’ve all heard the saying, “Fail to plan, plan to fail.” This is extremely pertinent if you’re thinking about transitioning your

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Succession planning starts with what’s next

What makes a business successful? In many small businesses, the owner is the principal driver to that business, particularly from a technical and sales

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Asset vs Stock Deal: What’s Best for Me When Selling My Business

You’ve been approached about selling your business. After phoning your spouse to share the good news, you call your succession planning advisor.

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Tax Considerations When Selling Your Business

There are many things to consider when preparing to sell a business. Some of the items are strategic business considerations, financial considerations

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Revenue Recognition- Member Owned Private Organization

In May 2014, the Financial Accounting Standards Board issued Accounting Standards Update (ASU) 2014-09, Revenue from Contracts with Customers (Topic 606),

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Insight - Fed Funds Increase

On June 13, members of the Federal Reserve’s Federal Open Market Committee voted to increase the target range for the federal funds rate by 25 basis

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case studies

 
Ransomware attack halted a global manufacturer's operations.
big problem:
Ransomware attack halted a global manufacturer's operations.
big thinking:
Recover and secure the system – fast – save $1 million in ransom.
 
High tax burden for family-owned franchisor.
big problem:
High tax burden for family-owned franchisor.
big thinking:
Comprehensive planning for a 15% tax reduction.

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contact us

Map of Pittsburgh Office
Pittsburgh

One PPG Place, Suite 1700
Pittsburgh, PA 15222

contactsd@schneiderdowns.com
p:412.261.3644     f:412.261.4876

Map of Columbus Office
Columbus

65 East State Street, Suite 2000
Columbus, OH 43215

contactsd@schneiderdowns.com
p:614.621.4060     f:614.621.4062

Map of Washington Office
Washington, D.C.

1660 International Drive, Suite 600
McLean, VA 22102