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Transaction Advisory Services

Businessmen and women walking up and down an office staircase representing transaction advisory services.

Insights for Your M&A Every Step of the Way

Whether you are on the buy- or sell-side, an experienced business advisor can drive value to your side. The CBIZ transaction advisory services team is comprised of professionals with finance, operating, and tax experience. We complete in excess of 200 quality of earnings reports annually and assist private equity firms, corporate groups, angel investors, venture capital firms, business owners, and lenders in reaching their objectives for both the deal at-hand and whatever comes next.

Explore our Transaction Advisory Services

  • Financial Diligence: Our due diligence practitioners are adept at identifying financial and non-financial aspects of a transaction to optimize price, as well as help buyers, sellers and equity investors collect and analyze the data needed to make informed decisions. 
  • IT Diligence: Your information technology infrastructure can be a key component during a transaction. We help identify system capabilities, security protocols, and internal controls and evaluate potential risks (cyber or other).
  • Tax Diligence: Mergers, acquisitions, reorganizations and other business transactions are often highly influenced by their tax consequences. Careful planning and execution to identify undisclosed tax liabilities and minimize known tax liabilities will help to maximize the value of your deal. 
  • Valuation: Our professionals provide a multitude of valuation services that surface during the course of the transaction, including the valuation of companies, securities, equipment, real estate and other tangible and intangible assets.
Key Contacts
Mark Coleman Mark Coleman Managing Director
Patrick Martin Patrick Martin Managing Director
Tripp McLeod Tripp McLeod Managing Director
Mitchell Plattman Mitchell Plattman Managing Director
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