Clarity & Stability
In the first 100 days following a transaction, establishing financial clarity and operational stability is essential. CBIZ’s post-transaction finance solutions, including our proprietary FORWARD™ Program, provide hands-on support and expertise to help you optimize accounting and finance functions. From preparing GAAP-compliant balance sheets to developing detailed financial reporting and forecasting tools, we work closely with your team to build a strong foundation for future growth.
The FORWARD™ Program
Customized services to address critical financial needs during the post-close period.
Prepare GAAP-compliant balance sheets and supporting schedules to facilitate a seamless audit process.
Manage closing working capital statements and lending reporting requirements with professional guidance.
Develop enhanced month-end close processes and prepare comprehensive financial reports and forecasts.
Closing & Opening Balance Sheets
Prepare GAAP-compliant balance sheets and supporting schedules to facilitate a seamless audit process.
Our team supports cash-to-GAAP conversions and ASC 805 fair value purchase price allocation studies to ensure financial accuracy.
Post-Close Obligations
Manage closing working capital statements and lending reporting requirements with professional guidance.
We help calculate loan covenants and ensure compliance with lender reporting standards.
Monthly Close & Financial Reporting
Develop enhanced month-end close processes and prepare comprehensive financial reports and forecasts.
From dashboards to 13-week cash flow forecasts, our tools provide actionable insights for stakeholders.
Transactional Transformation
The post-transaction period is a time of immense opportunity and challenge. At CBIZ, we understand the pressures businesses face to deliver financial clarity and stability. Our FORWARD™ Program addresses common pain points such as inaccurate reporting, compliance requirements, and inefficient processes. Our tailored solutions optimize finance functions, enabling your organization to focus on strategic growth and long-term success.
Hands-on Support
CBIZ provides end-to-end support for post-transaction finance, helping businesses achieve operational stability and financial clarity. From closing statements to financial forecasting, we deliver the tools and guidance you need to succeed.
Insights that Impact
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Download NowThe 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.
The OBBBA One Year Later
