Business Valuations

Valuations lie at the heart of most major corporate transactions – from mergers and acquisitions to financial reporting and litigation.  As these transactions become more complex, the need for objective, comprehensive valuations become greater.  Our clients benefit not only from proven valuation techniques, but also from our highly developed business instincts drawn from years of experience. 

CBIZ Tofias offers a wide variety of valuation services to assist businesses and individuals, including:

  • Forensic Valuations
  • Financial Valuation and Disclosure Compliance
  • Marital Dissolutions
  • Mergers & Acquisitions 
  • Estate & Gift Tax Returns
  • Election of Subchapter S Status 
  • Stock-Related Employee Benefits 
  • Shareholder Disputes/Dissolutions 
  • Partnership Dissolutions
  • Business and Estate Planning 
  • Buy/Sell Agreements 
  • Purchase Price Allocations/Goodwill Impairment
  • Employee Stock Ownership Plans (ESOPs) 

Often litigation is unavoidable.  In these instances, you’ll want to partner with experts in litigation, arbitration, and mediation.  CBIZ Tofias has the highest credibility when dealing with legal scrutiny.  We have provided testimony before courts of law, and worked closely with attorneys, accountants, lenders, and investment bankers.  Our familiarity with the litigation process provides assurance that our reports and documents will be accurate and reliable.

As part of CBIZ Inc., we also have access to a broad range of additional expertise provided by our national valuation practice, CBIZ Valuation Group, including:

  • Capital Asset Management
  • Machine and Equipment Valuation
  • Real Estate Valuation



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