Learn how to secure premium valuation in high-stakes environments where being good at your trade doesn’t always translate into fair offers. Join CBIZ to pull back the curtain on the factors that often cause construction deals to stall during the final stages of due diligence, and how to avoid valuations that fall short of your expectations.
Our team of construction and private equity professionals are coming together to explore the impact of “operational friction” and how to avoid uncertainty in the deal making process. We will cover practical ways to professionalize your firm and clean up messy data so you can capture every dollar of your business’ worth.
What you will learn:
- The 2026 Deal Landscape: We’ll check the pulse of Private Equity in construction and discuss what “quality” looks like to today’s buyers.
- The “Unreadiness” Tax: Why messy financials and manual, owner-dependent operations lead to stalled deals and lower multiples.
- Cleaning the “Candy Store” Books: How to move from tax-avoidance accounting to “Deal-Ready” financials that withstand a Quality of Earnings (QoE) review.
- Accelerating the Cleanup: Discover AI and automation’s ability to systematize mundane tasks, proving to buyers that your profit is consistent and scalable.
Whether or not a transaction is in your immediate future, these tried-and-true strategies can help businesses in the construction industry tighten up operations and realize their full value.
Moderator
Joe Natarelli, National Construction Leader, CBIZ
Panelists
Marty McCarthy, Mid-Atlantic Construction Leader, CBIZ
Dawn Meeker, Managing Director, CBIZ
Rob Mercado, New England Construction Leader, CBIZ
Roger Gingerich, Central Construction Leader, CBIZ