Valuable Insight for Critical Decisions

Complex financial scenarios demand precision, expertise, and clarity. Our Complex Financial Instruments team delivers the values and financial information your business can rely on. From intricate transactions to regulatory compliance, we provide insightful analysis and supportable data to navigate your most challenging valuation needs confidently.

Whether you need to assess intangible assets, perform purchase price allocations, or evaluate solvency, our comprehensive solutions ensure you have the clarity required to make informed, strategic decisions.

Support for Your Complex Valuation Needs

Tailored Valuations for Strategic Decisions

Our business valuations are tailored to meet regulatory and strategic needs, ensuring compliance and empowering decision-making.

Whether for financial reporting, tax planning, or transactions, we deliver reliable, actionable insights.

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Reliable Valuations You Can Trust

Our fair market value assessments provide reliable valuations for assets, transactions, and compliance.

We use proven methodologies to deliver objective, supportable values that meet regulatory standards and empower informed decision-making.

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Confidence in Transaction Integrity

We provide objective fairness opinions to evaluate transaction terms, ensuring stakeholders have confidence in the integrity and value of the deal.

Our insights help mitigate risks and support negotiations for successful outcomes.

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Unlock the Value of Intangible Property

From trademarks to goodwill, we deliver accurate valuations of intangible assets.

Our analysis supports compliance, transactions, and strategic planning, helping businesses unlock the full value of their intangible property.

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Maximize Value in M&A Transactions

We support M&A efforts with detailed modeling, pricing strategies, and valuations.

Our insights help you evaluate opportunities, assess risks, and structure transactions to maximize value and achieve your strategic goals

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Independent Insights for Financial Soundness

Our solvency opinions provide independent assessments of borrowers’ ability to service debt, helping management teams, boards, and creditors understand financial viability.

We deliver reliable, well-supported opinions that mitigate risk and support sound decision-making.

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Accurate Valuations for ASC 805 Compliance

Our purchase price allocation services establish fair values for all tangible and intangible assets and liabilities in a transaction.

We provide market participant-based valuations that align with ASC 805 standards, ensuring compliance and clarity for financial reporting.

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Valuation Expertise

What Sets Our Team Apart

Choosing the right partner for complex financial instruments is critical to making informed, strategic decisions. Our expertise and tailored approach ensure you receive actionable insights for your unique challenges.

With CBIZ Valuation Experts you can expect:

  • Unmatched Expertise
  • Actionable Data
  • Customized Solutions
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