Schema Partners
Schema Partners is a Portland, Oregon-based boutique M&A advisory and valuation firm, founded by CVA-credentialed Managing Partner Edward Roney, delivering certified business valuations and transaction advisory services to small and medium-sized companies, business owners, and investors across the Northwest US.
- Company typePrivate
- Founded-
- HeadquartersPortland, United States
- Headcount1–10
- GTM typeB2B
- OfferingServices
What Schema Partners does
Schema Partners is a privately-held boutique advisory firm headquartered in Portland, Oregon, providing certified business valuations and M&A advisory services to small and medium-sized companies, business owners, CEOs, lawyers, and investors in the Northwest US. The firm was founded by Edward Roney, Managing Partner and Certified Valuation Analyst (CVA) accredited through the National Association of Certified Valuators and Analysts (NACVA), and delivers four core service lines: Valuations (certified opinions for estate/gift tax, buy-sell agreements, Section 409(a) elections, goodwill impairment, intellectual property, and earn-outs), Acquisition Services (end-to-end buyer representation from target assessment through signed agreements), Assessment (strategic options including succession planning, transaction planning, and debt/equity alternatives), and Market Research (corporate development support for strategic buyers and investors).
The firm's service delivery is based on professional expertise rather than proprietary technology. The differentiator is the managing partner's combined M&A experience spanning acquisition roles at Tektronix (Director of Corporate Development) and integration roles at Danaher, with billions in deal value completed across pre-revenue startups through NYSE-traded multinationals, and experience across Technology, Health Services, Insurance, and Consumer Products sectors. The firm produces 'defensible valuation scenarios' that account for tangible and intangible assets plus buyer synergies, with narrative emphasis on capturing 'the story behind the value' particularly relevant in litigation contexts.
Revenue is generated through professional services fees for valuation engagements and M&A transaction advisory. Pricing is quote-based and not publicly disclosed; the firm offers free initial consultations to convert prospects into engagements. Go-to-market is sales-led and relational, relying on the managing partner's professional network, LinkedIn presence, and direct outreach within the Northwest region. No headcount, revenue, or customer details are disclosed, and the firm operates as a private, independent practice with no external investors.
Schema Partners firmographics
Firmographics- Name
- Schema Partners
- Legal name
- Schema Partners
- Website
- https://schemapartners.com
- Company type
- Private
- Operating status
- Operating
- Headcount range
- 1–10 employees
- Short description
- Schema Partners is a Portland, Oregon-based boutique M&A advisory and valuation firm, founded by CVA-credentialed Managing Partner Edward Roney, delivering certified business valuations and transaction advisory services to small and medium-sized companies, business owners, and investors across the Northwest US.
- Ownership category
- akta.pro rank
Schema Partners industry classification
Industry- Product category
- M&A Advisory and Business Valuation Services
- NAICS
- Investment Banking and Securities Intermediation (523150), Portfolio Management and Investment Advice (523940)
- SIC
- Services-Management Consulting Services (8742), Investment Advice (6282)
- akta.pro primary industry
- Sell-Side M&A Advisory (FSAEAGAA)
- akta.pro secondary industry
- Sell-Side Business Brokerage (FSAEAIAC)
Keywords
Where Schema Partners is headquartered
LocationHeadquarters
- HQ city
- Portland
- HQ country
- United States
- HQ region
- North America
Offices1 record
Markets served
Schema Partners business model
Business model- GTM type
- B2B
- Offering type
- Services
- Cost components
- Personnel, Operations
Revenue model
- Business Valuations: Professional services fees for certified business valuations performed by accredited Certified Valuation Analysts (CVA). Valuations cover diverse purposes including estate and gift tax, partner admissions, buy-sell agreements, insolvency analysis, strategic options assessments, restricted stock elections, Section 409(a) elections, goodwill impairment, intellectual property valuations, employee equity awards, and earn-outs on business sales.
- M&A Advisory Services: Advisory fees for assisting buyers and sellers through acquisition and disposition processes. Services span target assessment, valuations, market research, due diligence management, term negotiations, and end-to-end transaction management from initial evaluation through signed agreements.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Other | Pay-as-you-go | Free Consultation |
Go-to-market motion1 record
Distribution channels1 record
Marketing channels3 records
Schema Partners product offering
Product offeringCore offering
Schema Partners provides certified business valuations and M&A advisory services for buyers and sellers of small and medium-sized companies. Core services include valuations for legal and tax purposes (estate/gift tax, buy-sell agreements, goodwill impairment, Section 409(a), etc.), end-to-end acquisition services, strategic assessments for ownership transitions, and market research for strategic buyers and investors.
Product overview
Schema Partners offers a unified suite of professional advisory services centered on business valuations and M&A support. The core offerings are Valuations (certified business valuations for legal, tax, and transaction purposes), Acquisition Services (end-to-end buyer representation), Assessment (strategic planning for ownership transitions), and Market Research (market intelligence for buyers and investors). These services are delivered by experienced M&A professionals and are designed for small to medium-sized companies, business owners, CEOs, lawyers, and investors.
Differentiator
Problem solved
Functional benefit
Products and services
- Valuations
Companies that use Schema Partners
Customer profileSegments11 records
Ideal customer profiles3 records
Schema Partners technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Schema Partners partnerships and signals
Strategic signalScale indicators3 records
Recent moves4 records
Expansion highlights2 records
Schema Partners competitors and assessment
Company assessmentEmerging players
- B2B CFO: National provider of fractional CFO and M&A advisory services to private, owner-operated businesses — adjacent in customer segment (private business owners) and offering M&A support for similar middle-market transactions.
Direct peers
- Morgan & Westfield: M&A advisory firm specializing in the sale of small to mid-sized businesses, including valuations and deal management — closely aligned service offering and customer segment.
- Sunbelt Business Brokers: Largest business brokerage network in North America, focused on lower-middle-market business sales — directly comparable business-for-sale intermediation and M&A advisory for SMEs.
- Generational Equity: Large U.S. M&A advisory firm specializing in sell-side transactions for privately held, mid-sized businesses — directly comparable sell-side M&A advisory model targeting owners of sub-$1B companies.
- Mercer Capital: National business valuation and financial advisory firm providing certified valuations and transaction advisory — directly comparable in delivering NACVA-style certified business valuations for legal and transactional purposes.
- Transworld Business Advisors: Franchised business brokerage and M&A advisory firm serving small to mid-sized business owners — directly comparable sell-side business brokerage services for the same owner-operator customer base.
- KROST CPAs & Consultants: Accounting and advisory firm with dedicated business valuation and M&A advisory practice for middle-market companies — comparable in providing certified valuations and transaction advisory to similar clientele.
Regional players
- Cascadia Capital: Seattle-based independent investment bank serving Northwest and Western U.S. middle-market companies in M&A advisory and capital raising — directly comparable geography and middle-market sell-side M&A focus.
- Cornerstone Business Services: Pacific Northwest-focused business brokerage and M&A advisory serving small and mid-sized companies in the region — a regional peer with overlapping geography, customer base, and service line.
Broad incumbents
- Houlihan Lokey: Global investment bank with a substantial corporate finance/M&A practice serving mid- and large-cap companies — a broad incumbent whose M&A services overlap with Schema's sell-side and valuation offerings.
Market position
Strengths4 records
Weaknesses4 records
Competitive moat3 records
Key risks6 records
Key highlights6 records
Customer concentration
Schema Partners social profiles
Digital presenceSchema Partners compliance and trust
Trust signalCompliance1 record
Schema Partners financial estimates
Financial estimateRevenue estimate
Valuation estimate
Schema Partners leadership team
Management profileNumber of profiles
Profiles1 record
Schema Partners funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Schema Partners M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Schema Partners
What does Schema Partners do?
Schema Partners provides certified business valuations and M&A advisory services for buyers and sellers of small and medium-sized companies. Core services include valuations for legal and tax purposes (estate/gift tax, buy-sell agreements, goodwill impairment, Section 409(a), etc.), end-to-end acquisition services, strategic assessments for ownership transitions, and market research for strategic buyers and investors.
Is Schema Partners a public or private company?
Schema Partners is a private company. It is classified as founder individual operated bootstrapped and is currently operating.
When was Schema Partners founded?
Schema Partners was founded in -1. It employs 1 to 10 people.
Where is Schema Partners based?
Schema Partners is headquartered in Portland, United States, in the North America region.
How does Schema Partners make money?
Two revenue lines are on record. Business Valuations are the primary driver. The others are M&A Advisory Services.
Who are Schema Partners's main competitors?
B2B CFO is listed as an emerging player. Direct peers are Morgan & Westfield, Sunbelt Business Brokers, Generational Equity, Mercer Capital, Transworld Business Advisors and KROST CPAs & Consultants. Regional players are Cascadia Capital and Cornerstone Business Services. Houlihan Lokey is listed as a broad incumbent.
Does Schema Partners have an API?
No public API is recorded for Schema Partners.
What industry is Schema Partners in?
Schema Partners's product category is M&A Advisory and Business Valuation Services. Its primary akta.pro industry code is FSAEAGAA, Sell-Side M&A Advisory, with a secondary code of FSAEAIAC, Sell-Side Business Brokerage. Its NAICS code is 523150 and its SIC code is 8742.