Financial Diligence

CBIZ provides financial diligence services

For buyers, the old adage goes, "you can't judge a book by its cover" and for sellers, "by failing to prepare, you are preparing to fail." The same can be said in completing a deal. CBIZ 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.


  • Quality of Earnings: We delve into a target's financials in order to determine an EBITDA number that supports your negotiations
  • Working Capital: Sell side, our team optimally positions working capital to your benefit. Buy side, our team aggressively analyzes and challenges the current assets and liabilities.
  • Purchase Price Disputes: We are aggressive and are an extension of your team to support and negotiate the disputed matter.
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Mark Coleman Mark Coleman Managing Director
Patrick Martin Patrick Martin Managing Director
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