
Steve C. Swann
CPA/ABV, CFE
About
Expertise
Articles
Steve is a partner within BMF’s Transaction Advisory Services Group conducting engagements for buyers and investors from private equity groups, public companies, development groups and subordinated debt lenders. Steve also provides business valuation and litigation support services for the legal profession and other business entities.
Specializations
- Transaction advisory services – extensive experience conducting financial due diligence including, but not limited to, quality of earnings analysis, quality of assets analysis, financial modeling and projection evaluations, purchase price and working capital adjustments.
- Financial advisory services – extensive experience preparing integrated and complex financial projections for various business purposes, such as the following: evaluating acquisition targets and impact of synergies; return on investment analysis; and, evaluating business performance by location, segment, and/or business line.
- Business valuation analysis – estate and gift tax, bankruptcy cases, family law, GAAP financial reporting, and M&A related valuations.
- Litigation / forensic accounting services – shareholder disputes, lost profits analysis, misappropriation of assets, and bankruptcy cases.
Education
- Bachelor of Science in accounting, The University of Akron
Certifications
- Certified Public Accountant (CPA)
- Certified Fraud Examiner (CFE)
- Accredited in Business Valuation (ABV)
Professional and Civic Memberships
- American Institute of Certified Public Accountants (AICPA), member
- Ohio Society of Certified Public Accountants (OSCPA), member
- Association of Certified Fraud Examiners, member
- The Northeast Ohio Chapter of the Association of Certified Fraud Examiners, Member
- Goodwill Industries of Akron, board member
Awards and Accolades
- 2015 40 Under 40 Emerging Leaders Award, The M&A Advisor
CliftonStrengths
- Context
- Achiever
- Analytical
- Deliberative
- Learner
Industry Experience
Family Owned Business
Manufacturing & Distribution
Private Equity
Retail & Consumer Products
Service Experience
Advisory
Fraud & Forensics
Litigation Support
Transaction Advisory
Valuation Advisory
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Sell-Side Strategies: Preparing Your Business for Sale
As seen in Crain’s Cleveland ACG Corporate Growth & M&A edition, January 2020 There are a myriad of diligence issues that can adversely impact purchase price and sometimes kill the deal. While there is no absolute on completely avoiding. Read More >>
Avoiding and Resolving Post-Acquisition Disputes
Sometimes mergers and acquisitions don’t meet the expectations of the buyer and/or seller for a variety of reasons. In some cases, forecasted results contain unrealistic synergies or cost savings. In other cases, misrepresentations are made regarding the Company’s historical. Read More >>