Transaction Advisory Services
Insight 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.
- 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.