CBIZ Analysis
What is CBIZ?
Professional services for business growth
Location
5959 Rockside Woods Boulevard North, Suite 600, Cleveland, Ohio 44131, United States
Employees
10001+
Founded
1987
Online Presence
Product Features & Capabilities
- Accounting services including audit and assurance
- Tax services for business and individuals
- Advisory services for risk management and compliance
- Employee benefits consulting and administration
- Insurance solutions for businesses and individuals.
Pricing
$3,000 to $10,000 for smaller businesses; $10,000 to $50,000 for mid-sized businesses; $50,000 to $100,000 or more for larger businesses
Investment Geography
CBIZ provides its business valuation services across various geographic areas in the United States, with a presence in over 160 locations across 22 major markets. Specific states where CBIZ operates include Georgia, Massachusetts, Illinois, Texas, New York, New Jersey, and Missouri. Their services are tailored to meet the needs of middle-market businesses and organizations nationwide.
Other Considerations
Serves a diverse range of industries including healthcare and real estate; Offers insights through industry-specific publications; Focused on the mid-market segment often underserved by larger firms.
Notable Clients
- Charter School - CBIZ helped a charter school save time through their services.
- Home Healthcare Franchise - They assisted a home healthcare franchise in saving $20,000.
- Mattress Retailer - CBIZ provided forensic accounting services to a mattress retailer during Chapter 11 proceedings, uncovering a fraud scheme involving missing scrap material.
- Major Retailer - They helped outsource a major retailer's sales tax function to ensure compliance and streamline internal processes. For more detailed case studies, you can visit their case studies page on their website.
Services
- Asset-Based Valuation
- Income-Based Valuation
- Market-Based Valuation
- Real Estate Valuation - CBIZ provides tailored solutions for valuing real estate assets, which can include estate planning, tax planning, and compliance.
- Complex Financial Instruments Valuation
- Insurance Appraisal Services - CBIZ also offers appraisal services for tangible assets, ensuring that businesses have accurate valuations for insurance purposes.
- ESOP Transaction Advisory and Valuation Services
Certifications
CBIZ holds several relevant certifications and qualifications in the field of business valuation, including:
- Accredited in Business Valuation (ABV)
- Certified Valuation Analyst (CVA)
- Certified in Financial Forensics (CFF)
- Certified Fraud Examiner (CFE)
- Certified Financial Specialist (CFS)
Target Industries
- Chemical - Valuation services for companies involved in the production and distribution of chemicals, focusing on compliance and market value assessments.
- Oil and Gas - Providing valuation for exploration, production, and distribution companies in the oil and gas sector, ensuring accurate asset valuation and regulatory compliance.
- Communications/Entertainment - Valuation services for businesses in the media and entertainment industry, including broadcasting and digital content providers.
- Food Services - Offering valuation for restaurants, catering services, and food production companies, focusing on operational efficiency and market trends.
- Hospitality/Entertainment - Valuation for hotels, resorts, and entertainment venues, assessing property value and revenue potential.
- Steel and Forging - Providing valuation services for companies in the steel production and forging industry, focusing on asset valuation and market conditions.
- Utilities - Valuation for utility companies, including water, electricity, and gas providers, ensuring compliance with regulatory standards and market assessments.
HQ Full Address
5959 Rockside Woods Boulevard North, Suite 600, Cleveland, Ohio 44131, United States
