Valuation Advisory Services & Consulting for Business Owners

Valuation Advisory Consulting Services

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Adding value to your decision-making through reliable, cultivated and objective judgment.


Valuation Advisory

We know numbers are everything in your business, and we’re here to help move your business forward. You can rest assured that you have the reliable data needed for decision-making with the solutions delivered by our valuation professionals.

 


Our valuation professionals will provide the data you need for critical business transactions and strategic planning.

CBIZ Valuation Group is known for its comprehensive services, industry expertise and professionalism. As one of the largest independent valuation firms in the US, CBIZ Valuation Group has handled assignments for some of the nation’s largest companies.

Business Valuation

 

  • Business Valuation: Accuracy matters in financial reporting and tax planning; our team will provide you with the assistance you need with these critical matters.

Complex Valuation & Advisory

 

  • Complex Valuation & AdvisoryWe provide insight, supportable data, and valuation analysis that clarify complex scenarios involving significant transactions and reporting requirements.

Insurance Appraisals & Tangible Asset Valuation

Real Estate Valuation

  • Real Estate ValuationReceive accurate and timely solutions related to the nature, quality, and usage of your real estate holdings.
Prepare for the 2025 sunset of the current gift tax exemption. Learn how strategic gifting can secure your financial legacy and reduce future estate taxes.

Any M&A activity must be accounted for as the new year approaches. We touch on new regulations and highlight key tips to ensure you pass any legal hurdles.

On March 27, 2023, the Financial Accounting Standards Board (FASB) issued Accounting Standards Update (ASU) No. 2023-01, Leases (Topic 842), Common Control Arrangements, (the Update) that introduces changes to lease accounting under common control arrangements. 

Deepa Menon

Senior Managing Director

 972.406.6913
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Kimberly Alvarado

Lead Managing Director

 661.616.3734
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