Overview: CBIZ Valuation Group

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 becomes greater. That’s where CBIZ Valuation Group comes in. Since we approach valuation as a science and an art, our clients benefit not only from proven valuation techniques, but also from our highly developed business instincts drawn from years of experience.

What sets us apart from our competition is the expertise and dedication of our professional and support staff.  The main goal of our valuation services staff is to provide accurate and timely reporting on which the client and any third-party intermediary can rely.  Our professionals hold various designations, such as Accredited Senior Appraiser (ASA) and Chartered Financial Analyst (CFA), and have significant experience in their respective fields.

CBIZ Valuation Group’s resources and industry knowledge make us one of the most sought-after valuation services firms in the United States. With our network of financial and business analysts, appraisers, attorneys, and accountants working for you, you can rest assured that your most important financial transactions are in expert hands.

Financial Valuation Practice
Capital Asset Valuation Practice 
        Machinery and Equipment Valuation
        Property Valuation
Real Estate Valuation Practice


Financial Valuation Services

The ability to understand and determine the value of a company, its securities or its assets is critical in many merger, acquisition, tax planning, financial reporting and litigation situations.  As one of the nation’s leading providers of valuation, financial advisory and litigation support services, CBIZ Valuation Group can assist you in all of these important endeavors, plus many more.

Our professionals are skilled in providing expert solutions in a wide variety of financial areas, including the following:

  • Business combinations (ASC 805) 
    • Intangibles – Goodwill & other (ASC 350
    • Long-lived asset impairment (ASC 360) 
  • Compensation – Stock compensation (ASC 718) 
  • Fair Value Measurements – Reporting (ASC 820) 
  • Fairness & solvency opinions 
  • Transaction pricing studies 
  • Bankruptcy/reorganizations 
  • Litigation support 
  • Gift/estate tax
  • Transfer pricing 
  • International tax valuation 
  • Section 409A
  • S-Corp conversions 
  • Buy/sell agreements 
  • IFRS 
  • Compliance – FMV per Stark

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Capital Asset Valuation Services

CBIZ Valuation Group’s Capital Asset Practice is dedicated to providing clients with the highest quality asset management services available.  We have an extensive background in the inventory, valuation and perpetuation of property cost accounting records. 

Machinery and Equipment Valuation Services

CBIZ Valuation Group’s machinery and equipment valuation professionals are dedicated to providing clients with superior valuation services.  In today’s volatile economic environment, executives need accurate and timely information pertaining to the valuation of commercial and industrial machinery and equipment.  Our highly experienced staff provides machinery and equipment valuation and advisory services to Fortune 1000 corporations, governmental agencies, investment firms, lending institutions and multi-national banks.

Clients rely on us to provide valuation and consulting services for assets in a wide range of industries, including the following:

  • Aeronautics
  • Automotive
  • Chemical, Oil, Gas and Refining
  • Communications/Entertainment
  • Construction Equipment
  • Dairy
  • Feed Mills and Grain Elevators
  • Food, Drink and Confectionaries
  • Furniture
  • Government and Municipalities
  • High Technology
  • Laundry and Linens
  • Medical and Healthcare
  • Metal Working
  • Mining and Metallurgy
  • Pharmaceuticals
  • Printing, Publishing and Newspapers
  • Pulp and Paper
  • Railroads
  • Schools
  • Steel and Forging
  • Telecommunications
  • Textiles and Fabrics
  • Utilities

Our range of valuation services include provision of:

  • Market Valuations
  • Liquidation Valuations
  • Insurance Valuations
  • Residual Valuations

These valuation services are performed for sale/purchase, purchase price allocations, leasing, property tax appraisals, financing, estates, gifting, condemnation, eminent domain, insurance and litigation support, including expert witness testimony.

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Property Valuation Services

CBIZ Valuation Group’s Capital Asset Practice has been providing property valuation services for over 30 years.  Our practice combines skilled professional consultants, technology, innovative service offerings and unparalleled customer service to address your specific requirements.  As your property cost accounting consultants, our primary focus is to make your business easier! We are noted for engagements relating to Generally Accepted Accounting Practices (GAAP), GASB Statement 34, GASB Statement 35, GAAFR requirements as well as underwriting data collection, underwriting data aggregation, and supportable replacement costs for buildings, improvements, furnishings, equipment, etc.

CBIZ Valuation Group offers a wide array of property valuation services, including the following:

Capital Asset Appraisals and Inventories:  These services can encompass tangible asset (buildings, land improvements, infrastructure, furnishings, machinery and equipment) inventories, appraisals, barcode tagging, data file development and capital asset management policy consulting and development.

Property Insurance Appraisals and Data Collection:  These services include the appraisal of various types of property (governmental, institutional, educational, utility, commercial and industrial) for proper insurance placement and proof of loss. In addition, we have the unique ability to extend the property appraisal data collection elements to incorporate supplemental underwriting data as needed.

Property Inventory and Valuation Perpetuation Services:  These services encompass customized record perpetuation services to include capital asset management software, periodic on-site re-inventories and inspections to computerized record updating and trending services.

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Real Estate Valuation Services

CBIZ Valuation Group’s real estate valuation professionals are dedicated to providing superior valuation and consultation services through their analytic discipline and team approach.  In today’s complex real estate environment, our clients require accurate and timely information pertaining to solutions to their real estate challenges.  Our philosophy is to provide the most objective and thorough real estate analysis possible to assist our clients in making their real estate decisions.  Our highly experienced staff provides an extensive compilation of relevant information with cultivated and objective judgment on the nature, quality, usage and value of real estate to Fortune 1000 corporations and major law firms; REITs, pension funds, banks and fiduciaries; governmental agencies; developers and investment firms; healthcare entities; and owners of operating real estate.  We are a national firm with offices and local expertise in major markets.

In solving real estate problems, our professionals define the real estate situation, determine the appropriate procedure, accumulate, analyze and interpret the data prescribed by those procedures, and make the qualified and necessary judgments.  Our reports are prepared with the precision that the industry demands. Clients depend on us to perform timely valuation and consulting services for all major property types, including the following:

  • Brownfields
  • Hospitality
  • Industrial
  • Medical
  • Multi-Family
  • Office
  • Retail
  • Senior Housing
  • Special-Purpose

Our range of products include the following:

  • Ad Valorem Tax Appraisals
  • Cost Segmentation
  • Development Rights
  • Economic Impact Analysis
  • Eminent Domain Valuations
  • Environmental Impairments
  • Forensic Analysis
  • Leasehold Analysis
  • Litigation Support\Expert Testimony
  • Low Income Housing Tax Credits
  • Market and Feasibility Studies
  • Market Value Appraisals
  • Portfolio Valuations
  • Purchase Price Allocations

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CBIZ Valuation Group Contact

Lara Gangloff Smith
(770) 858-4423
larasmith@cbiz.com

CBIZ Valuation Group Brochure

CBIZ Healthcare Valuation Brochure

 

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