Trusted Experience

CBIZ Financial Opinions empowers businesses with accurate, objective insights for high-stakes financial decisions. Our specialists bring deep industry experience, delivering analyses that withstand regulatory scrutiny and support confident decision-making. Whether you need solvency opinions, fairness opinions, or capital adequacy assessments, we provide clarity in complex situations.

Our Financial Opinion Services

Evaluate a company’s ability to meet its obligations post-transaction with our detailed solvency opinions.

Promotes fairness in mergers, acquisitions, and recapitalizations with independent third-party opinions.

Confirm that your company maintains sufficient capital for operations and growth.

Solvency Opinions

Evaluate a company’s ability to meet its obligations post-transaction with our detailed solvency opinions.

Our solvency opinions include three core tests: balance sheet test, cash flow test, and capital adequacy test. These evaluations help determine if your company has sufficient financial resources to sustain operations after a transaction.

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Fairness Opinions

Promotes fairness in mergers, acquisitions, and recapitalizations with independent third-party opinions.

Our fairness opinions provide a comprehensive review of the financial aspects of a transaction, ensuring that the terms are equitable to all stakeholders involved.

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Capital Adequacy

Confirm that your company maintains sufficient capital for operations and growth.

We conduct in-depth stress testing and scenario analysis to help businesses understand their capital requirements under varying economic conditions.

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Finding Clarity

Tailored Solutions

Businesses often struggle with valuation uncertainty, regulatory complexities, and financial transparency gaps. CBIZ brings experience-driven financial opinions that bring transparency, supporting confident decision-making in key transactions.

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Stay informed with deep insights into financial opinions and valuation best practices.

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