Financial Advisory Services - CBIZ Advisory

Financial Advisory

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Maximize your company's potential with our seamless solutions for critical accounting, reporting and financial systems challenges.

Valuation Advisory

It is critical for companies to have access to a partner that can provide on-demand technical expertise and bandwidth to assist in external audit preparation, implementation of new accounting standards, navigating complex transactions and implementing a new system. CBIZ ARC professionals seamlessly plug into your operations to understand your needs and provide solutions to critical accounting, reporting and financial systems issues. 

Advisory services that elevate your business.

Our combination of accounting and financial systems advisory helps address your most pertinent issues. Navigate accounting challenges seamlessly with our collaborative team, delivering technical expertise to support your organization's growth throughout its life cycle. From adopting accounting standards to managing financial reporting demands and system needs, we provide comprehensive assistance to get the job done.

Technical & Transactional Accounting

Technical & Transactional Accounting: Revenue Recognition | Lease Accounting | Stock-Based Compensation | Complex Debt and Equity Issuances | Business Combinations and Asset Acquisitions | Asset Impairment | Restructuring | Fair Value Accounting | Consolidation | Foreign Currency

External Audit Facilitation

External Audit Facilitation: Audit Preparation and Support | Preparation of Reconciliations and Audit Support Packages | Coordination with External Auditors | Audit Support for PCAOB Uplift Procedures for SEC Compliance

Internal And External Reporting

Internal And External Reporting: SEC Filings (10-Ks, 10-Qs) | Preparation of Annual Financial Statements and Footnotes | Equity and Debt Offerings | Restatements | Rule 701 Reporting | Optimize Close Process and Internal Reporting Packages

Public Company Readiness & Preparation

Public Company Readiness & Preparation: Project and Document Management | Sharing IPO Best Practices and Pitfalls | SEC Financial Statements and Footnotes | Preparation of Quarterly Financial Statements and Flux Analysis | Earnings Per Share | Segment Analysis | SEC Comment Letter Responses | Post-IPO Support

Systems, Process, & People

Systems, Process, & People: NetSuite Implementation & Optimization | Systems Integration & Automation | Business Process Review & Optimization | Managed Services | Vendor Selections | Project Management

The mergers and acquisitions (M&A) landscape is currently facing an unprecedented era of uncertainty, with historically low transactions, rising interest rates and broader concerns about economic volatility.

The challenges of rising interest rates, a sluggish economy and the possibility of a recession are all factors that have the potential to weigh heavily on the financial health of companies.

The IPO market has hit a relative standstill after frothy valuations, easy money and investor enthusiasm drove a record-setting 2021.

Gary Klintworth

Senior Managing Director


Jim Loughmiller

Senior Managing Director


Kevin Jacobson

Managing Director


Lisa Ricardo

Managing Director