Fair Value You Can Stand Behind
In today’s environment of heightened scrutiny, reliable fair value measurements are crucial for investor confidence, audit readiness, and regulatory compliance.
Our Portfolio Valuation team delivers objective, supportable valuations for illiquid and complex investments, from private equity and private debt to real estate and distressed claims. Our well documented, repeatable process aligns with current U.S. and international guidelines, FASB, and SEC standards — helping you boost investor confidence, ease audit reviews, reduce resource commitment, and communicate results with confidence.
Types of Assets We Value
Our team applies consistent methodologies tailored to each type of asset in your portfolio to deliver independent, defensible fair values for illiquid, complex, and hard-to-value instruments.

What Sets Us Apart
CBIZ Valuation Group has comprehensive valuation and transactional experience in the alternative investment industry. Our dedicated team combines technical expertise with best practice modeling techniques to perform complex portfolio valuation services. Our practice is built on a commitment to mitigating conflicts of interest and ensuring objective and unbiased analyses.
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