Schneider Downs Consulting Services

Business Advisory

Risk Advisory

SD Digital

M&A and Transaction Advisory

Consulting Services

Schneider Downs Consulting offers a broad spectrum of services and solutions, carefully selected to address the most pressing business needs and challenges facing organizations of all sizes and industry.

Our core practices offer the expertise to help organizations solve complicated business challenges, amplify digital technologies, maximize enterprise value, and navigate the complex risk and compliance landscape.

Whatever you’re up against, our team brings the big thinking and personal focus to guide you through solutions to the problems on your radar and identify those that aren’t.

SCHNEIDER DOWNS CONSULTING SERVICES

BUSINESS ADVISORY

In a business world of rapid change, organizations are challenged more than ever before to remain current, informed and insightful. The Schneider Downs Business Advisory practice helps organizations make more informed accounting, financial, legal and business decisions across every facet of their operations, from the ground floor to the C-suite.

RISK ADVISORY

Risk is ever-present and always evolving in today’s world, and effective risk management is essential to every organization across all industries. The Schneider Downs Risk Advisory practice helps organizations build depth in critical areas of risk management, including business, information technology, third-party, financial, cyber, compliance and regulatory requirements.

SD DIGITAL

Whether your organization is struggling to scale growth, implement intelligent automation, operationalize digital change or translate data to business intelligence, the SD Digital practice has the forward-thinking mindset, business acumen and technical expertise to unlock the power of digital.

M&A AND TRANSACTION ADVISORY

Asking yourself what’s next for your organization is a complex question that requires complex answers. The Schneider Downs M&A and Transaction Advisory practice offers the expertise and trusted guidance to help business owners understand their options, create value through all stages of a transaction and achieve successful outcomes, whether the goal is buy-side, sell-side or post-merger integration.

BUSINESS ADVISORY

The Schneider Downs Business Advisory practice helps organizations make more informed accounting, financial, legal and business decisions across every facet of their operations, from the ground floor to the C-suite.

Business Valuation

Schneider Downs’ real-world experience and professional expertise allows us to provide our clients with service excellence in a broad range of valuation services including:

• Bankruptcy

• Estate and Gift Tax

• Fair Value Measurements in Accordance with Applicable Accounting Standards

CFO Services

• Mergers, Acquisitions, and Divestitures

• Purchase Price Allocations

• Shareholder Disputes

• Transfer Pricing

Our CFO team can improve your business through improved budgeting and forecasting, treasury management, industry benchmarking, KPI reporting, FP&A and many other high impact activities. Our team works within the most cutting-edge software solutions to deliver best-in-class CFO services to you.

Forensics and Investigative Accounting

Our experienced forensic accounting team, which includes Certified Fraud Examiners, help organizations suspecting financial fraud investigate cases, quantify the potential losses, and design internal accounting and management controls for loss prevention and risk management.

Litigation Support

Our litigation professionals are able to help with caseload claims for lost profits, intellectual property disputes, breach of contract, insurance claims, construction claims, and valuations of closely held businesses.

Managed Accounting

Our robust managed accounting team provide as-needed, part-time or full-time support for your accounting and finance needs such as CFO, Controller and Full Accounting solutions.

Additional Services

• Compensation Studies

• Data Analytics for Business Consulting

• Fiduciary and Trustee Professional Services

• Financial and Cash Flow Modeling

• Management Advisory Services

• Profitability and Operations Management Services

Ready to Get Started?

Contact us at contactsd@schneiderdowns.com or learn more at www.schneiderdowns.com/business-advisory

Competency is broad and efficiently applied. SD is a great thought partner and goes beyond keeping score to enable us with meaningful insights.

RISK ADVISORY

The Schneider Downs Risk Advisory practice helps organizations build depth in critical areas of risk management, including technological, information technology, financial, compliance frameworks and regulatory requirements.

Internal Audit

Internal audit solutions allow for a highly effective internal audit function to serve your organization in a complex risk environment.

• Data Analytics for Internal Audit

• Intelligent Automation for Internal Audit

• Internal Audit Benchmarking and Metrics

• Internal Audit Quality Assurance Reviews

Risk Management & Compliance Services

• Internal Audit Sourcing and Outsourcing

• Quality Assurance and Improvement Plans

• Strategic Internal Audit Functional Assessment and Transformation

Risk management and compliance solutions ensure your organization is effectively mitigating risk and successfully meeting regulatory and compliance obligations.

• Compliance Advisory

• Enterprise Risk Management

• ESG Consulting (Environmental, Social and Governance)

• Fraud Risk Assessment

Information Technology Risk Advisors

• Merger and Acquisition Risk Evaluation

• SOC Audits and Readiness

• SOX Readiness, Optimization and Program Sourcing

• Third-Party Risk Management

Information technology solutions help ensure that your organization is risk focused, promotes sound IT controls and implements comprehensive risk mitigation strategies.

• Business Continuity & Disaster Recovery

• Cybersecurity Consulting

• Data Privacy and Security

• IT General Controls Audit

Process Improvement Consulting

• IT Compliance Framework Consulting (i.e. GDPR, HIPAA, PCI, NIST, ISO, etc.)

• Systems Implementation Assurance

Process improvement and transformation solutions are designed to assess and maximize the efficiency of your organization’s business processes and technology management.

• Business Process Optimization

• Data Analytics

• Digital Modernization

• Operational Assessments

• Process Best Practice and Benchmarking Services

Ready to Get Started?

Contact us at contactsd@schneiderdowns.com or learn more at www.schneiderdowns.com/ras

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have worked with numerous firms in my 25+ career and Schneider Downs is the best when it comes to communication, transparency and highquality work product. We could not be happier with our relationship, and they are a source of strength in our overall risk management framework.

SD DIGITAL

The SD Digital practice helps organizations discover the art of the possible with our forward-thinking mindset, business acumen and technical expertise to help discover the art of the possible.

Wherever you are on your digital journey, SD Digital offers a suite of innovative services and solutions to help ideate, strategize, implement and evolve organizations through the power of digital.

Digital Modernization

Educate and align your teams on how, tangibly and immediately, digital can drive efficiency, scale and savings.

Intelligent Automation

The SD Digital practice helps organizations discover the art of the possible with our forward-thinking mindset, business acumen and technical expertise to help discover the art of the possible.

Microsoft Dynamics ERP Solutions

Implement and evolve ERP solutions to meet the complex business demands of today and tomorrow.

Data Analytics

Predictive and prescriptive solutions that transform siloed, unworkable data into actionable business insights.

Managed Services

Our managed services handle performance monitoring, upgrades, issue resolution, and budget analysis, simplifying and demystifying your digital journey. With our 100% domestic team just a call away, you have the peace of mind that your digital investments are continuously advancing for maximum benefits and innovation.

SD inSITE Workforce Management

Our automated workforce management tool provides a central data repository that assists a number of administrative functions including payroll and accounting.

simpLEASE Accounting Software

Meet the ASC 842 lease accounting standard with confidence using our award-winning lease accounting software built for accountants, by accountants.

Ready to Get Started?

Contact us at contactsd@schneiderdowns.com or learn more at www.schneiderdowns.com/digital

The fact that the SD Digital Team took the time to really understand our existing business model and processes made a huge difference. They weren’t going to recommend a solution before they knew the ins and outs of our company and got to

know our people.

M&A AND TRANSACTION ADVISORY

The Schneider Downs M&A and Transaction Advisory practice offers the expertise and trusted guidance to help business owners understand their options, create value through all stages of a transaction and achieve successful outcomes, whether the goal is buy-side, sell-side or post-merger integration.

Due Diligence and Quality of Earnings

Discover and assess options for your business by practicing the appropriate due diligence to clearly gauge transaction motives, markets and potential obstacles.

• Financial and Tax Due Diligence

• Operational Due Diligence

• Strategic Due Diligence

• Technical Due Diligence

Growth, Strategy and Transaction Advisory

• Quality of Earnings

Maximize the value of your business with strategic, operational and financial analysis designed to improve performance and profitability outcomes.

• Business Valuation

• Business Restructuring and Turnaround

• Capital and Value Assessments

Investment Banking

• Exit and Succession Planning

• Management Advisory Services

• Managed Accounting Services

• Technical Accounting Advisory

• Tax Planning and Advisory

Close your transaction with confidence with our corporate finance professionals who have the expertise to guide company sales and divestitures, acquisitions, fund-raising and strategic advisory.

• Acquisition Advisory

• Capital Raising

• Sale & Divestiture Advisory

• Real Estate Capital Markets

• Services for Private Equity Firms

• Specialized Services for Companies with ESOPs

• Strategic and Financial Advisory

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

Post-Transaction Advisory Services

Be prepared with the expertise to address any financial, accounting and operational issues that may arise following a transaction’s close date.

• Deal Thesis and Integration Analysis

• Integration Management Office Services

• New Entity Structure and Strategy

• Post-Merger Integration Consulting

• Integration Management Office

• Transition Service Agreement Management

Ready to Get Started?

Contact us at contactsd@schneiderdowns.com or learn more at www.schneiderdowns.com/tas

They are dedicated to providing excellent client service. The resources of the entire firm are made available as needed.

OUR QUALIFICATIONS AND EXPERIENCE

The Schneider Downs Consulting team possesses a wealth of professional and industry knowledge. Our deep bench of professionals includes certified specialists in financial and transaction advisory, cybersecurity, data privacy, compliance frameworks, risk management and investigative accounting.

To support our mission of providing best-in-class service, our culture is dedicated to continuous learning and training, with many of our team members earning credentials and certifications including:

• ABV – Accredited in Business Valuation

• CBCLA – Certified Business Continuity Lead Auditor

• CBCLA – Certified Business Continuity Lead Auditor

• CCP – AWS Certified Cloud Practitioner

• CCSFP – Certified CSF Practitioner

• CCSP – Certified Cloud Security Professional

• CDPSE – Certified Data Privacy Solutions Engineer

• CEH – Certified Ethical Hacker

• CFE – Certified Fraud Examiners

• CFF – Certified in Financial Forensics

• CFP – Certified Financial Planner

• CIA – Certified Internal Auditor

• CISA – Certified Information Systems Auditor

• CISSP – Certified Information System Security Professional

• CITP – Certified Information Technology Professional

• CPA – Certified Public Accountant

• CPA – Certified Public Accountant

• CRISC – Certified in Risk and Information Systems Control

• CTPRP – Certified Third-Party Risk Professional

• CVA – Certified Value Analyst

• JD – Juris Doctor

• MCP – Microsoft Certified Professional

• OSCP – Offensive Security Certified Professional

• OSWE – Offensive Security Web Expert

• SSCP – Systems Security Certified Practitioner

Learn more about our leadership team at www.schneiderdowns.com/meet-the-team

Ready to Get Started?

Contact us at contactsd@schneiderdowns.com or learn more at www.schneiderdowns.com/consulting

The value we get from working with SD is beyond any other firm my team has engaged. The leadership team understands our needs and does not focus on working to sell us products and services that are not applicable to our environment. They provide tremendous counsel and thought leadership.

About Schneider Downs

Schneider Downs is a Top 60 independent Certified Public Accounting (CPA) firm providing accounting, tax, audit and business advisory services to public and private companies, not-for-profit organizations and global companies. Schneider Downs is the 13th largest accounting firm in the Mid-Atlantic region with offices in Pittsburgh, PA, Columbus, OH, and McLean, VA.

© 2024 Schneider Downs & Co., Inc. Maryland license number 35239.