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Exit and Succession Planning

Articles 1 - 10 of 16

Using Data to Build Value

It’s sometimes difficult to give your business a critical evaluation, but when you’re aware of an actual or perceived weakness, you have an

Greasing the Skids: Sell-Side Due Diligence

Contemplating a company sale? Some reasons to consider sell-side due diligence After many years of hard work and dedication, you’ve made the decision

Estate Planning as a Tool for Your Business Succession Plan

The year 2020 has been mired with uncertainty and unprecedented strife for many. As we reflect on the past six months and prepare for the next, now may

| 7.14.2020

2Q20 Market Commentary

Prepared by Schneider Downs Wealth Management Advisors, L.P.

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

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

Nancy Skeans provides insight on Roth IRA increase

Nancy Skeans, CEO of Schneider Downs Wealth Management Advisors spoke with the Pittsburgh Business Times regarding the progression of Roth IRAs due to

| 6.1.2020

SDWMA Newsletter June 2020

Here are some of our team's favorite moments from the last few months at home. We hope you will share yours in the poll below and send us an email

| 6.1.2020

Participant Newsletter June 2020

Retirement can be the most wonderful time of your life, truly the golden years. It is up to you to do what you can to make it so.Enjoying good health in retirement is key to quality of life. The other major determiner of quality of life in retirement is financial security.
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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