Insights. Applied. Integrated solutions that turn strategy into action.

Private Equity Advisory

CBIZ partners with private equity firms and their portfolio companies to drive smarter deals, optimize operations, and accelerate value creation. Our experts provide hands-on guidance across transactions, transitions, and transformations.

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Comprehensive Private Equity Solutions

Deal Advisory

Making the right investment is about more than just closing a deal—it’s about seeing the full picture. Our team helps private equity sponsors and their portfolio companies navigate complex transactions with data-driven insights and meticulous execution. Whether you’re assessing a target, structuring a tax-efficient transaction, or preparing for an exit, CBIZ ensures you have the financial clarity and leverage to maximize value at every stage.

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Performance Enhancement

Driving value post-close requires more than just financial oversight—it demands a structured approach to operational and financial optimization. CBIZ works alongside portfolio companies to strengthen finance functions, improve profitability, and scale efficiently. Whether it’s enhancing financial reporting, implementing forward-looking planning, or ensuring post-transaction stability, our experts provide the strategic and hands-on support to turn your investment into a high-performing business.

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Unmatched Expertise

CBIZ delivers value-driven solutions for sponsors and portfolio companies, helping them make informed investment decisions, optimize performance, and accelerate growth.

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Private Equity Clients

Portfolio Companies Served

Professionals

Insights that Impact

View All Insights

How to Set Your HCM Implementation Up for Success

Explore tactics to set your HCM implementation up for success and avoid common pitfalls that can delay go-live, limit adoption, and reduce ROI.

Article

CBIZ Recognized as a Leading Accounting and Advisory Services Provider by PA Legal Community

CBIZ earns top honors in The Legal Intelligencer’s 2026 Best Of survey, reinforcing its trusted advisory role in Pennsylvania’s legal community.

Article

ESOP Reasonable Compensation: A Fiduciary Duty

Your ESOP pay decisions carry more weight than you think. Learn why reasonable compensation is a fiduciary duty, and what a strong analysis really covers.

Article

AI Skills, Pay Premiums, and the Next Job Architecture Challenge

AI skills may command premium pay today, but the larger challenge is updating job architecture, competencies, and performance expectations.

Article

ACA Pay-or-Play Affordability Percentage Will Increase for 2027

ACA affordability rules shift again for 2027. See what the higher pay-or-play percentage could mean for employer health plan costs.

Article

The Hidden Financial and Litigation Risks of Vacation Rental Portfolios

Learn how stronger controls can protect your vacation rental business from financial and litigation risks.

Article

When Should an Employee Receive a Promotion?

Should an employee be promoted? Use this three-test framework to evaluate readiness, job evolution, and organizational philosophy.

Article

Why Private Equity Firms are Turning to Pooled Employer Plans

Private equity firms found a smarter way to handle retirement plans across their portfolios. See how one model cuts risk, cost, and administrative strain.

Article

Turning PCAOB Inspection Findings into Audit-Readiness

Learn how PCAOB inspection findings can improve audit readiness with practical steps for stronger documentation, controls, and support.

Article

Preparing for Your First Financial Statement Audit

Prepare for your first external audit by addressing common issues related to debt, stock-based compensation, and equity.

Article

How to Build a Business Case for a New HCM System

Learn how to build a business case for a new HCM system by defining needs, estimating ROI, aligning stakeholders, and comparing vendors.

Article

New Importer of Record Rules Could Reshape Customs and Tax Planning for Foreign Companies

New importer of record rules may raise customs, tax, transfer pricing, and nexus risks for foreign companies importing goods into the U.S.

Article

July 2026 Recap | On The Margin

July’s market recap explores shifting leadership, AI spending concerns, inflation trends, and interest rate uncertainty.

Report

Waiting for the Exit

Private equity exit activity remains slow as inventory grows. Learn how middle market sponsors are building exit readiness earlier.

Article

CBIZ Private Equity Advisory’s Market Update – Q2 2026

A more selective market: widening valuation gaps, evolving risk frameworks, and tighter credit shape deal activity, exits, transaction flow, and capital deployment.

Article

Let’s Talk Growth

Whether you’re preparing for a transaction, optimizing a portfolio company, or planning an exit, CBIZ Private Equity Advisory provides the insight, expertise, and execution to maximize value. Connect with our team today to discuss your specific needs.

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The OBBBA One Year Later
One year after the enactment of the One Big Beautiful Bill Act (OBBBA), taxpayers continue to navigate significant tax changes and evolving regulatory guidance.

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Private Equity Advisory

Comprehensive Private Equity Solutions

Deal Advisory

Performance Enhancement

Unmatched Expertise

Insights that Impact

How to Set Your HCM Implementation Up for Success

CBIZ Recognized as a Leading Accounting and Advisory Services Provider by PA Legal Community

ESOP Reasonable Compensation: A Fiduciary Duty

AI Skills, Pay Premiums, and the Next Job Architecture Challenge

ACA Pay-or-Play Affordability Percentage Will Increase for 2027

The Hidden Financial and Litigation Risks of Vacation Rental Portfolios

When Should an Employee Receive a Promotion?

Why Private Equity Firms are Turning to Pooled Employer Plans

Turning PCAOB Inspection Findings into Audit-Readiness

Preparing for Your First Financial Statement Audit

How to Build a Business Case for a New HCM System

New Importer of Record Rules Could Reshape Customs and Tax Planning for Foreign Companies

July 2026 Recap | On The Margin

Waiting for the Exit

CBIZ Private Equity Advisory’s Market Update – Q2 2026

Let’s Talk Growth

Download NowThe OBBBA One Year LaterOne year after the enactment of the One Big Beautiful Bill Act (OBBBA), taxpayers continue to navigate significant tax changes and evolving regulatory guidance.

The OBBBA One Year Later

Download Now
The OBBBA One Year Later
One year after the enactment of the One Big Beautiful Bill Act (OBBBA), taxpayers continue to navigate significant tax changes and evolving regulatory guidance.