Deal Advisory

Whether you are on the buy or sell-side, your goals for deal-making often involve how to maximize value. An experienced business advisor helps address the drivers and stoppers in your transaction.

CBIZ’s transaction advisory services team has the expertise to aid in your transactions. Comprised of professionals with finance, operating, and tax experience, we complete more than 300 quality of earnings reports annually. Our team assists private equity firms, corporate groups, angel investors, venture capital firms, business owners, and lenders in reaching their objectives for both the deal at-hand and whatever comes next.

Deal Advisory Solutions

• Carve-Out Planning & Execution: Execute a smooth separation with our carve-out planning services.
• Executive Talent: Recruit A-players with the help our financial executive talent services.
• Integration Planning & Execution: Drive change and achieve results with our integration planning solution.
• Post-Transaction Finance Forward Program: Receive a roadmap and hands-on dedication to your transaction post-close.
• Preparation for Exit: Get sell-side assistance with the help of our preparation for exit team.
• Purchase Accounting & Valuation: Access support for transaction accounting and compliance with ASC 805 and 820.
• Transaction Due Diligence: Receive leading due diligence for acquisitions and divestitures.