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Transaction Advisory Services

CBIZ provides transaction advisory services

Insight Every Step of the Way

Whether you are on the buy- or sell-side, an experienced business advisor can drive value to your side. The CBIZ transaction advisory services team is comprised of professionals with finance, operating, and tax experience. We complete in excess of 200 quality of earnings reports annually and assist private equity firms, corporate groups, angel investors, venture capital firms, business owners, and lenders in reaching their objectives for both the deal at-hand and whatever comes next.


  • Financial Diligence: Our due diligence practitioners are adept at identifying financial and non-financial aspects of a transaction to optimize price, as well as help buyers, sellers and equity investors collect and analyze the data needed to make informed decisions. 
  • Due Diligence & Quality of Earnings Reports: Whether you need IT, credit risk, buy-side, sell-side and/or operational due diligence, we help ensure you have the information you need to arrive at an EBITDA number that all parties can use as a basis for the transaction.
  • Risk Evaluation & Mitigation: The assessments we conduct cover the gamut of liabilities you may encounter, including threats to internal  controls, cybersecurity attacks and potential fraudulent activity.
  • Tax Consulting: Our comprehensive tax services assist with state and local, federal and international tax compliance as well as with tax minimization strategies.
  • Transaction Structuring: We help you create the optimal structure for your arrangement by evaluating the assets, tax implications, financial structuring and timeline involved.
  • Valuation: Our professionals provide a multitude of services including the valuation of companies, securities, equipment, real estate and other assets. 
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Key Contacts
Mark Coleman Mark Coleman Managing Director
Patrick Martin Patrick Martin Managing Director
Mitchell Plattman Mitchell Plattman Managing Director
David A. Stagliano David A. Stagliano Managing Director
Samuel Wright Samuel Wright Managing Director
Tripp McLeod Tripp McLeod Senior Director
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