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Management Consulting

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Our management consulting division deals exclusively with significant complex matters. We offer a range of services, including mergers and carve outs, system conversions, departmental rebuilds, project management and corporate recovery services. Learn how we help stabilize and enhance your business.

Mergers & Carve-Outs

Businesses are increasingly turning to strategic mergers and acquisitions (M&A) to meet their growth goals and objectives. Working with a provider who understands the complex process of evaluating targets and bringing on a new business unit helps maximize the value of your deals.

CBIZ CMF has the experience and the expertise you can rely on for successful M&A deal-making and integration. We have assisted with mergers and acquisitions for a variety of industries and entity-types, from strategic buyers to private equity buyers.

  • Buy-Side Mergers and Acquisitions: Our team provides a range of services to assist with mergers and acquisitions, including transition service agreement negotiation, day-1 readiness, post-transaction 100-day programs, development, financial integration, and staff augmentation.
  • Sell-Side Carve-Out Services: We offer a modular suite of services to provide both the parent company and the carve-out the resources they need to transition successfully.
  • Transaction Advisory & Due Diligence: We provide due diligence, transaction structuring, valuation, cash flow modeling, risk mitigation and credit risk services to help you make informed decisions regarding complex transactions.

Financial Systems Development & Installation

Businesses significantly enhance their results when their financial systems and reporting provide timely output. Financial systems and reporting tools with the appropriate features and system flexibility over time can help you get there, but finding the right combination takes insight into the products available, knowledge of the gaps in current systems, and the wherewithal to get it done.

We take a start-to-finish approach to evaluating, selecting and implementing the financial systems software that meets your "must have" list and that is appropriately sized to your need. We provide services including:

  • Current State Assessment & Future State Vision
  • System Selection & Vendor Negotiation
  • Business Process & Reporting
  • System Conversion Services
  • Project & Program Management

Corporate Transformations

Office transitions can take valuable resources away from your core business functions. CBIZ CMF helps you with a variety of transition services, providing the level of support and guidance you need to make changes, optimize your internal resources, and achieve your objectives. We provide solutions including:

  • Finance Department Rebuilds
  • Office Consolidations & Moves
  • Change Management
  • Reductions in Force

Corporate Recovery & Forensics

Our corporate recovery services professionals provide special situations advisory, performance improvement services, and bankruptcy & trustee services. Learn More.

Complex Project & Program Management

Our project and program management services make sure that your substantial capital investment initiatives are delivered on time, on budget, and meet identified goals. We coordinate all of the moving pieces of any merger, acquisition, system conversion, or other transition, so that management’s focus can stay on day-to-day operations.

Interim Resources

We have a deep bench of finance executives in our network, including CFOs, Controllers, FP&A, Treasury and other Finance executives to fill needed gaps. Our interim services can be short-term or long-term, and includes temporary to permanent.

Key Contacts
Dave Enick Dave Enick Managing Director
Michael Feczko Michael Feczko Senior Director
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