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Steve C. Swann

CPA/ABV, CFE

Office

3421 Ridgewood Road, Suite 300

Akron, OH 44333


330.762.9785
330.762.3108

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

Certifications

  • Certified Public Accountant (CPA)
  • Certified Fraud Examiner (CFE)
  • Accredited in Business Valuation (ABV)

Professional and Civic Memberships

Awards and Accolades

CliftonStrengths

  • Context
  • Achiever
  • Analytical
  • Deliberative
  • Learner

A Comprehensive Approach to Resolving Post-Acquisition Disputes

October 11, 2023 Valuation

Mergers and acquisitions (M&As) often fall short of expectations, leading to disputes. These types of disputes can involve issues like contractual purchase price adjustments, representations and warranties, earnout provisions and misrepresentations by the seller. To effectively address these challenges,. Read More >>

Sara Martin Named Chief Operating Officer

We are proud to announce that Sara M. Martin, PHR®, has been promoted to the role of Chief Operating Officer. After an extensive search of more than 250 candidates, BMF’s executive committee moved to promote from within by appointing. Read More >>

Navigating Challenging Times: Protect Your Cash Flow

Social distancing. Remote workforces. Making payroll. Information overload. Running a business isn’t easy under ordinary circumstances, let alone during the unprecedented volatile economic environment driven by the COVID-19 crisis. We need to take care of each other and that. Read More >>

All Posts by Steve