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Helping you achieve an advantage

Capitalizing on opportunities and navigating the regulatory environment can be a challenge in today's operating environment. At CBIZ, we strive to make it easier for you to focus on your core business functions. Our advisory services support your operations, safeguard your business and help you stay in compliance. We draw on years of experience to provide guidance and best practices for your unique needs. From risk management to fraud prevention, we have experience working with the multitude of opportunities and challenges that may come your way. The personalized, attentive service we deliver helps you secure your marketplace position and achieve your goals.

Advisory Solutions

  • Accounting Advisory & Outsourcing: Accounting, tax and financial reporting resources help guide you through complex accounting matters and free up your valuable resources to use on other areas of your business.
  • Benefits Compliance Services: Our professionals make it easier for plan sponsors and third-party administrators to meet their Form 5500 requirements.
  • Business Transition & Succession Services: A well-defined business transition strategy simplifies the changeovers your business may encounter.
  • Credit Risk Services: CBIZ’s credit risk specialists provide services tailored to your needs, including asset-based lending, asset securitization services, debt and equity transactional due diligence and loan portfolio reviews.
  • Corporate Recovery: Our specialists work with you to provide turnaround and restructuring advisory, bankruptcy support and transitional consulting.
  • Financial Planning & Analysis: We leverage technology solutions with the appropriate level of functionality to provide you enhanced insight into your company's financial performance.
  • Financial Talent: Whether you need personnel on an interim or permanent basis, we ensure you have the expertise and the culture that suits your organization through our unique financial executive retained search process.
  • Forensic & Financial Services: Our team has a proven track record in resolving litigation, fairness opinions and other challenges that may arise.
  • Health Care Consulting: Our multidisciplinary team advises and implements solutions that streamline management of compliance, strategic, financial, personnel and information functions within your organization.
  • Infrastructure & Project Advisory: The Infrastructure & Project Advisory Group advises private developers and joint ventures engaged in the design, construction, ownership and/or operation of real estate and other infrastructure projects.
  • Management Consulting: We offer a range of services, including support for mergers and carve outs, system conversions, departmental rebuilds, and project management.
  • Office of the CFO: Our services provide the level of support you need for accounting, operations and control issues.
  • Office of the CIO: We help your organization prepare for a transition in its IT system through customized services that include IT diligence, technology strategy and roadmap execution, and ERP services.
  • Real Estate Services: Representing tenants, the CBIZ Gibraltar team assists with a range of functions, ranging from tenant advisory services to portfolio management and transaction services.
  • Risk Advisory: We provide risk assessments and remediation related to cybersecurity and internal controls and assist with cost recovery, credit risk and other risk management services.
  • Technology Consulting: CBIZ works with some of the most trusted providers of accounting software to provide technology and service solutions.
  • Transaction Advisory: We provide financial, IT and tax due diligence to potential buyers and sellers so they can make informed decisions regarding these complex transactions.
  • Valuation Advisory: Our valuation advisory professionals help you understand the value of your assets and the opportunities available to you to enhance that value.
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