Strategic and Financial Advisory Services

PRIMARY CONTACT: Peter J. Lieberman

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 a unique combination of executive management, financial transaction and strategic advisory experience, and has 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.

About Schneider Downs Corporate Finance

Schneider Downs Corporate Finance is a leading, full-service investment banking, corporate finance and strategic advisory firm serving the needs of mid-market and small companies. With close to 100 combined years of financial transaction and executive management experience across a broad spectrum of industries and client situations, our focus is to provide premier advisory services in the areas of company sales and divestitures, acquisitions, fund-raising and strategic advisory. Learn more about our additional services at www.schneiderdowns.com/investment-banking.

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

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

case studies

 
Let’s discuss preventing ransomware attacks on your company. Email me directly <a href='mailto:twarren@schneiderdowns.com?cc=contactSD@schneiderdowns.com'>here</a>.
big problem:
Let’s discuss preventing ransomware attacks on your company. Email me directly here.
big thinking:
Company impacted by ransomware.
 
Let’s discuss opportunities to reduce your company’s tax burden. Email me directly <a href='mailto:dmorally@schneiderdowns.com?cc=contactSD@schneiderdowns.com'>here</a>.
big problem:
Let’s discuss opportunities to reduce your company’s tax burden. Email me directly here.
big thinking:
Inefficient tax credit realization.
contact us
Map of Pittsburgh Office
Pittsburgh

One PPG Place, Suite 1700
Pittsburgh, PA 15222

[email protected]
p:412.261.3644     f:412.261.4876

Map of Columbus Office
Columbus

65 East State Street, Suite 2000
Columbus, OH 43215

[email protected]
p:614.621.4060     f:614.621.4062

Map of Washington Office
Washington, D.C.

1660 International Drive, Suite 600
McLean, VA 22102

[email protected]
p:571.380.9003

our thoughts on

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

Learn more about the current state of the M&A Market since the U.S. economy shut down due to COVID-19.

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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

Learn how ESPOs presents certain tax advantages and opportunities for tax and estate planning during business succession planning.

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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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The Value of Business Process Analysis in your Succession Plan

Learn more about how succession plans can help you to prepare for a smooth transition to ensure that changes do not affect normal operations.

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Considerations for Transitioning Your Business

Learn more about what a business owner should consider before deciding how they would like to transition their business.

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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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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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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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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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contact us

Map of Pittsburgh Office
Pittsburgh

One PPG Place, Suite 1700
Pittsburgh, PA 15222

[email protected]
p: 412.261.3644     f: 412.261.4876

Map of Columbus Office
Columbus

65 East State Street, Suite 2000
Columbus, OH 43215

[email protected]
p: 614.621.4060     f: 614.621.4062

Map of DC Office
Washington, D.C.

1660 International Drive
McLean, VA 22102

[email protected]
p: 571.380.9003