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.
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.
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.
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.
