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Financial Diligence

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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.

Financial Diligence Solutions

  • Purchase Price Disputes: We are aggressive and are an extension of your team to support and negotiate the disputed matter.

  • 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 analyzes and challenges the current assets and liabilities, aggressively.

CBIZ CMF
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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