Timely and Accurate Guidance at a Fair Price

Financial Planning

Business owners who have worked with Schmidt + Associates in anticipation of a sale are prepared and better equipped to survive due diligence and the M&A process in general. The result is higher purchase prices and more favorable terms. Schmidt + Associates understands what sophisticated acquirers are looking for in financial controls and reporting systems. I wish all of my clients had the benefit of working with Harry and his staff. A company with good financial reporting systems is perceived as less risky to acquirers. " - Darin Good, Managing Director
Headwaters MB, LLC

Schmidt + Associates is committed to helping clients determine and achieve challenging goals.  With an orientation toward and understanding of client needs, the firm's professional staff members know how to mobilize quickly to gain desired results.

Firm management fosters a strategic, forward-looking view of issues which help clients identify and pursue opportunities, not simply react to history. Clients obtain sound advice founded in objective analysis and experience.


Advisory Services

  • Strategic positioning and implementation
  • Financial feasibility studies in a wide range of industries and fields
  • Business acquisitions, dissolution's, spin-offs, financing, reorganizations cross-purchase, or buy-sell agreements
  • Evaluating divisional performance and value contribution
  • Computer-based financial modeling to help identify creative, viable structures for complex transactions, and generate sensitivity and "what if" analysis using multiple variables
  • Succession planning for owners, family members, and key executives

Financial Services

  • Acquisition, merger and divestiture services, including financial structuring, transfer of ownership, due diligence, planning and screening criteria, initiation and negotiations
  • Analyzing alternatives for financing growth, the cost of capital and optimal capital structure
  • Financial forecasts and projections
  • Funding assistance, including preparation of business plans and loan packages, identification of funding sources, negotiations and communications with lenders and investors, and workouts and resolutions of problems with lenders
  • Assisting with the structure and consummation of complex corporate and partnership equity transactions, including preparation of investor information and private placement documents
  • Debt and equity transactions
  • International advisory and transactions