Advisory

Tomorrow’s Trusted Advisor, Today

At CBIZ Advisory, we’re committed to providing multidisciplinary, agile financial advisory solutions that respond to the complexity of your business’ needs today while simultaneously pursuing tomorrow’s opportunities.

Because of our collaborative team approach, you’ll benefit from innovative strategies that address your business holistically, helping you to focus on what matters most — supporting your people, outpacing your competitors, and growing your business.

With more than 500 dedicated advisory professionals nationwide, you have near-immediate access to financial specialists who will partner with you to strategically manage through transactions, mitigate risk, address regulatory matters, capitalize on growth opportunities and advise on other success-critical business needs.

Advisory Solutions

• 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.
• Benefits Compliance: Streamline your benefit plan filing with Form 5500 support and compliance solutions.
• Business Transition & Succession: Meet your transition and successional goals with our business transition solutions.
• Corporate Recovery: Receive sound financial advice to get your company back on its feet with support for bankruptcy, performance improvement, forensic accounting and litigation support.
• Credit Risk Services: Manage the credit risk you face with comprehensive credit risk advisory services.
• 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.
• External Audit Preparation: Receive technical expertise and bandwidth to prepare for a financial statement audit, including solutions for reconciliations and schedules, audit firm coordination, and financial reporting.
• Financial Talent Placement: Enlist the help of our financial talent placement solution to efficiently place top tier controllers and senior financial professionals.
• Forensic Financial Services: Our solutions assist with family law matters, forensic accounting, litigation support, and valuation issues.
• Health Care Consulting: Streamline the management of compliance, strategic, financial and information functions with your health care organization.
• Infrastructure Project Advisory: Imagine having a team of accountants, real estate professionals, and infrastructure advisors to address the complex questions that arise during infrastructure projects.
• Internal & External Reporting: Receive support for financial statement preparation, SEC reporting, SPAC transactions, financial planning and analysis, and systems effectiveness.
• 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.
• Public Company Readiness & Preparation: Receive assistance with your transition from private equity to public company with support for internal processes, internal controls, and related systems.
• Real Estate Services: Rest assured as a tenant, you have conflict-free representation with our full suite of real estate services designed to meet tenant needs.
• Risk Advisory Services: Meet objectives while managing risk with solutions for internal audit, information technology & security, board & committee advisory, and cost savings & risk mitigation.
• Systems, Process & People: Optimize systems, processes, and people to drive operational efficiencies.
• Technical & Transactional Accounting: Successfully navigate complex accounting, reporting, and compliance matters.
• Technology & Digital Services: Enable business transformation with CBIZ technology and digital services.
• Trade Disputes & Compliance: Our team of trade remedies professionals provides case-specific litigation support focused on obtaining the best possible outcomes for manufacturers of merchandise subject to anti-dumping and countervailing duty proceedings before U.S. and foreign governing authorities.
• 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.