In association with the Automation and Data Analytics Process Team (ADAPT), our business advisory professionals harness the power of data management, data discovery, data visualization.
The Schneider Downs Transaction Advisory team helps companies maximize the success of business transactions of all types, including mergers, acquisitions, capital raising, minority interest investments, management buy-outs, sale preparation, due diligence, valuations and succession planning. Our team consists of interdisciplinary dedicated professionals who provide support across all aspects of transactions.
Learn more about our Transaction Advisory Services or contact us for more information.
The people are knowledgeable and care about positively impacting our business.
The past year has been the perfect example of what I like best about Schneider Downs. In addition to our recurring annual corporate audit, tax compliance, and employee benefit plan audit / TPA services, SD&Co has provided us with cyber security consulting, breach response, lease accounting software and implementation, and estate valuation services. It is great to know that with a call to one of our primary relationship contacts, we can quickly and confidently be placed in the hands of an expert in any number of financial-related services. Communication and consistency within all SD&Co. service offerings is fantastic!!!
They collaboratively work with us.
Competency is broad and efficiently applied. SD is a great thought partner and goes beyond keeping score to enable us with meaningful insights.
Every thing from keeping us up on all of the changes to consistent timely assistance when we need!
…They are truly a full-service firm – we utilize the tax, audit, transaction, cybersecurity, 401k, and family office teams.
The people!
The people. They are very knowledgeable and quick to respond when issues arise. Jim Yard and the staff out of Pittsburg have been very helpful in the areas of IT Auditing, Mortgage Company Operations, and Wealth Management. They are very prompt in returning our calls and providing support when needed.
Working with Schneider Downs has been an absolute game-changer for our business. Their Tax and Audit teams, especially Carl Scharf, Sarah Hoagland, and Brandon Embreus, are unmatched in expertise and dedication. From day one, they took the time to understand the unique aspects of our company and developed strategies tailored to our needs. What I appreciate the most is their proactive approach; they always keep me informed of tax-saving opportunities, regulatory changes, and potential risks, so there are never any surprises. Every member of the team is approachable, patient, and incredibly knowledgeable — they make our complex world of accounting feel simple and manageable. In a world where customer service often falls short, Schneider Downs stands out with their unwavering commitment to their clients. They’re not just our accountants; they’re trusted partners who genuinely care about our success.
Great relationship with our primary POC – Jim Sayer. Excellent knowledge base and highly responsive to our business needs. SD has added real value to our taxation reporting and strategy.
Big Problem: Company Impacted By Ransomware.
Big Thinking: Restore System On-site And Avoid Six-figure Ransom.
Big Problem: Inefficient Tax Credit Realization.
Big Thinking: Identified A $900,000 Tax Credit, Nearly Twice As Much As Prior Years.
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Schneider Downs is a Top 60 independent Certified Public Accounting (CPA) firm providing accounting, tax, audit and consulting services to public and private companies, not-for-profit organizations and global companies. We also offer risk advisory, transaction advisory, digital consulting, wealth management, retirement plan solutions and investment banking services. Schneider Downs serves individuals and companies in Pennsylvania (PA), Ohio (OH), West Virginia (WV), New York (NY), Maryland (MD), metropolitan Washington (DC) and additional states in the United States with offices in Pittsburgh, PA, Columbus, OH, and McLean, VA.
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