Transaction Advisory Services

PRIMARY CONTACT: Joel Rosenthal CPA, CVA

The Schneider Downs Transaction Advisory Services is committed to assisting clients with critical business decisions by applying our insights, providing innovative solutions, and leveraging our experience in each unique situation. We work with our clients to provide strategic consulting and analysis specifically related to issues involved in business transactions and transitions.

Our seasoned professionals have the knowledge and experience necessary to assist privately held companies, public companies, investors, private equity firms and lenders in organizing and completing both buy-side, sell-side and quality of earnings due diligence reviews.

Schneider Downs ensures that experienced and appropriately skilled professionals with applicable industry knowledge are assigned to each engagement.

Our team consists of specialists such as:

Financial Due Diligence Professionals
Corporate Finance and Senior Financial Analysts
Employee Benefit Specialists
Information Technology Specialists
International Tax Specialists
Operational Due Diligence Specialists
Tax Specialists
Valuation Specialists

The way a company structures the finances and operations for a transaction can often have a dramatic effect on the success of a proposed business deal. The purpose of conducting a due diligence review is to minimize any unexpected developments that could occur within the proposed transaction and to maximize transaction value.

The time and investment devoted to conducting a due diligence review will often prevent surprises, purchase price disputes and litigation matters. At Schneider Downs, we are here to support your efforts according to your specific needs and provide you with a timely and accurate assessment of your proposed transaction.

The key aspects of our due diligence engagements include:

Project Management

We realize that a successful due diligence project can only be achieved if expectations are understood and met. Communication and planning underscores our approach. Our group is trained in project management and is committed to timely communication to ensure that the project stays on course.

Employee Benefits Review

Employee benefits continue to play an increasing role in attracting new employees, as well as retaining existing ones. Our services including guidance and analysis of your existing plan, as well as identifying additional strategies for improvement.

Deal Analysis and Structuring

Our financial analysts and valuation specialists can assist you in analyzing and structuring an acquisition or merger.

Estate and Gift Tax Planning

Establishing values of a client's assets is essential to establishing an appropriate tax planning process. Our analysts are experienced in leading the way through this process.

Financial Due Diligence

Our phased approach begins with high level assessments of the financial condition of the company, inquiries directed to identify potential deal breakers and financial drivers, and identification of key personnel and data. The second phase is a thorough analysis of quality of earnings, significant accounts and areas of interest along with of normalization of EBITDA and other financial assessments.

IT Assessments

Similar to operational due diligence, knowing system constraints and/or how much capital expenditure will be needed to meet growth objectives over the next several years is crucial to maximizing deal value.

Operational Due Diligence

An often overlooked aspect of due diligence is the value that can be unlocked from an operational analysis. An operations review can provide valuable information about future capital expenditures and ability to meet intended goals and objectives with existing infrastructure.

Post-Merger Services

Once the target has been successfully acquired, integrating the acquired company becomes a priority. Schneider Downs has assisted numerous companies with successful post-merger integration projects, including assistance with data mapping and transfer.

Tax Due Diligence

Of great importance is the evaluation of tax-related matters by our qualified and seasoned professionals. Whether the situations involves state, local or international taxes, our team has the experience to help. Previously filed tax returns are reviewed to identify potential opportunities and areas of exposure. Additional value comes when transactions are structured to minimize tax liability and maximize deal value.

Valuation Services

Whether the objective is to value a contemplated transaction or assign value to intangible assets for the purpose of purchase price allocation to an opening balance sheet, our valuation specialists have provided exemplary service to numerous satisfied clients.

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).