Private Equity | Financial Services

Private Equity

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Private Equity

Invested in You

Each phase of a private equity investment presents its challenges, from buy to grow to harvest.

Our team delivers deal advisory and performance management and improvement services at every stage of the investment lifecycle. Additionally, we assist with core accounting functions at both the fund level and for your portfolio companies. The solutions we design and execute help support your investors and executive in optimizing outcomes and returns.

Solutions for Private Equity

  • Accounting Advisory & Outsourcing: Access accounting support for business process outsourcing and bookkeeping, interim CFO and controller, complex accounting, financial statement preparation, tax outsourcing, and transaction accounting.
  • Deal Advisory: Explore solutions to support your complex transactions, including solutions for carve-outs, integration planning and execution, post-transaction transitions, and due diligence and quality of earnings.
  • Performance Management & Improvement: Explore solutions for business transformation efforts, including financial close processes, budgeting and strategic planning, business process optimizations, EBITDA enhancement, ERP technology, talent, forecasting, and performance reporting.
  • Private Equity Advisory: Enlist a premier transaction, transition, and transformation partner to assist your private equity firm with its operating companies.
  • Valuation Advisory: Receive the expertise with value you can rely on for complex valuation, financial reporting, tax matters, real estate, tangible assets and insurance appraisals, and health care matters.

Join CBIZ for a one-hour webinar for business leaders to understand what’s next. We’ll address how to prepare for ERTC audits, voluntary disclosures, claim withdrawals and IRS enforcement. You’ll learn the details you need to know and what steps to take to be prepared.


Our Eye on Washington webinars assist CEOs, CFOs, financial executives and advisors, and other interested parties in navigating the complex tax environment. From federal tax reform to IRS guidance, topics covered will provide the up-to-date information you need to help you plan for the future.


This quarterly webinar will bring you up-to-date on hot topics, technical matters and current events that affect financial reporting.

Seth Goldblum

Senior Managing Director


    *CBIZ is a business consulting, tax and financial services provider and works closely with MHM (Mayer Hoffman McCann P.C.), an independent CPA firm providing audit, review and attest services. CBIZ and MHM are members of Kreston Global, an international network of independent accounting firms.