Built for Business Momentum
When you’re pursuing a transaction, there’s no room for guesswork. At CBIZ, our Transaction Advisory Services team works alongside strategic buyers, sellers, and business owners to support better decisions at every stage.
We offer buy- and sell-side due diligence, IT assessments, tax structuring, carve-out planning, valuation, and integration support. Our process is structured, responsive, and always tailored to your goals—so you move forward with clarity and confidence.
Core Services
Deal Support That Moves with You
Identify financial, tax, IT, HR, and operational issues before they affect value. Our buy-side support provides insight into working capital needs, EBITDA integrity, and post-close requirements.
Strengthen your story before going to market. We help sellers prepare documentation, refine projections, and address potential concerns before buyers raise them.
Technology-related issues can stall or sink a deal. We assess IT infrastructure, controls, scalability, and risk exposure to support sound deal decisions.
Poor tax planning can leave value on the table. We help structure transactions to improve after-tax outcomes and reduce exposure.
Valuations shape deal strategy, negotiations, and reporting. We provide thorough, defensible valuation services for buyers, sellers, and stakeholders.
Once the deal is done, the real work begins. We help you align systems, teams, and reporting to maintain momentum and realize deal objectives.
Buy-Side Due Diligence
Identify financial, tax, IT, HR, and operational issues before they affect value. Our buy-side support provides insight into working capital needs, EBITDA integrity, and post-close requirements.
We help buyers make informed decisions by evaluating the financial, operational, tax, IT, and HR aspects of a target business. Our team delivers clear insights through quality of earnings analysis, working capital modeling, EBITDA evaluation, tax risk reviews, and IT assessments.
Sell-Side Readiness
Strengthen your story before going to market. We help sellers prepare documentation, refine projections, and address potential concerns before buyers raise them.
Our team helps sellers craft a clear, compelling, and defensible financial story for potential buyers. We analyze key agreements, review projections and contracts, highlight KPIs and value drivers, and identify high-risk areas early to support a smooth transaction.
IT Due Diligence
Technology-related issues can stall or sink a deal. We assess IT infrastructure, controls, scalability, and risk exposure to support sound deal decisions.
We evaluate technology infrastructure and identify risks that could impact operations or deal value. Our assessment covers IT systems and management, contract and license terms, cybersecurity posture, internal controls, and readiness for post-deal integration.
Tax Structuring
Poor tax planning can leave value on the table. We help structure transactions to improve after-tax outcomes and reduce exposure.
We design tax structures that enhance deal value and minimize risk during and after the transaction. Our services include multi-jurisdictional due diligence, tax exposure analysis, purchase price allocation, equity rollover planning, and post-close structuring strategies.
Valuation Services
Valuations shape deal strategy, negotiations, and reporting. We provide thorough, defensible valuation services for buyers, sellers, and stakeholders.
We provide objective, well-supported valuations to guide negotiations, ensure compliance, and support strategic planning. Our expertise covers M&A valuations, fairness and solvency opinions, equity and business interest valuations, joint ventures, and succession planning.
Post-Close Integration
Once the deal is done, the real work begins. We help you align systems, teams, and reporting to maintain momentum and realize deal objectives.
We help buyers and sellers build integration strategies that maintain continuity and unlock deal value. Our support includes integration planning, aligning operations and reporting, identifying redundancies, executing synergies, and establishing change management and performance tracking.
Speed With Precision
Clients want responsiveness and quick results—we deliver. Our Transaction Advisory experts provide rapid insights and precise execution. No one-size-fits-all; we flex to your deal’s twists and turns, adapting strategy and resources to close efficiently and confidently.
Streamlined & Responsive Diligence
Diligence timelines vary, but the following outlines a typical process based on standard factors.
Insights that Impact
View All Insights
Expand Your Deal Team
Strengthen your transaction with these complementary services.