CBIZ Analysis

Streamline financial reporting and compliance processes; Optimize employee benefits and HR strategies; Manage risk through tailored insurance solutions; Leverage technology for improved business efficiency; Provide advisory services for mergers and acquisitions.

$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

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.

$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

CBIZ has worked with various notable clients and has several case studies in the business valuation sector. Some examples include:

1. Charter School: CBIZ helped a charter school save time through their services.
2. Home Healthcare Franchise: They assisted a home healthcare franchise in saving $20,000.
3. Mattress Retailer: CBIZ provided forensic accounting services to a mattress retailer during Chapter 11 proceedings, uncovering a fraud scheme involving missing scrap material.
4. 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.

CBIZ offers several types of business valuation services, including:

1. Asset-Based Valuation: This approach focuses on the value of a company's assets. It calculates the total value of the company's tangible and intangible assets, subtracting liabilities to determine the net asset value. This method is particularly useful for businesses with significant physical assets or for liquidation purposes.

2. Income-Based Valuation: This method estimates the value of a business based on its ability to generate income. It typically involves discounting future cash flows to present value, reflecting the expected profitability of the business. This approach is ideal for businesses with stable and predictable income streams.

3. Market-Based Valuation: This approach compares the business to similar companies in the market. It uses data from recent sales of comparable businesses to determine a fair market value. This method is effective in industries with active market transactions and provides a benchmark for valuation.

4. Real Estate Valuation: CBIZ provides tailored solutions for valuing real estate assets, which can include estate planning, tax planning, and compliance. This service ensures accurate valuations for various real estate transactions.

5. Complex Financial Instruments Valuation: This service offers tailored valuation solutions for complex financial instruments, providing clarity and confidence for strategic decisions.

6. Insurance Appraisal Services: CBIZ also offers appraisal services for tangible assets, ensuring that businesses have accurate valuations for insurance purposes.

7. ESOP Transaction Advisory and Valuation Services: This includes valuation and advisory services for Employee Stock Ownership Plans (ESOPs), helping businesses navigate the complexities of ownership transitions.

These services are designed to empower businesses with expert valuation solutions for financial reporting, tax planning, and strategic decision-making.

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)

These designations are held by various professionals within the company, indicating their expertise in business valuation and related services.

CBIZ primarily serves the following industries for business valuation services:

1. Chemical: Valuation services for companies involved in the production and distribution of chemicals, focusing on compliance and market value assessments.
2. Oil and Gas: Providing valuation for exploration, production, and distribution companies in the oil and gas sector, ensuring accurate asset valuation and regulatory compliance.
3. Communications/Entertainment: Valuation services for businesses in the media and entertainment industry, including broadcasting and digital content providers.
4. Food Services: Offering valuation for restaurants, catering services, and food production companies, focusing on operational efficiency and market trends.
5. Hospitality/Entertainment: Valuation for hotels, resorts, and entertainment venues, assessing property value and revenue potential.
6. Steel and Forging: Providing valuation services for companies in the steel production and forging industry, focusing on asset valuation and market conditions.
7. Utilities: Valuation for utility companies, including water, electricity, and gas providers, ensuring compliance with regulatory standards and market assessments.

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.

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.

CBIZ offers several types of business valuation services, including:

1. Asset-Based Valuation: This approach focuses on the value of a company's assets. It calculates the total value of the company's tangible and intangible assets, subtracting liabilities to determine the net asset value. This method is particularly useful for businesses with significant physical assets or for liquidation purposes.

2. Income-Based Valuation: This method estimates the value of a business based on its ability to generate income. It typically involves discounting future cash flows to present value, reflecting the expected profitability of the business. This approach is ideal for businesses with stable and predictable income streams.

3. Market-Based Valuation: This approach compares the business to similar companies in the market. It uses data from recent sales of comparable businesses to determine a fair market value. This method is effective in industries with active market transactions and provides a benchmark for valuation.

4. Real Estate Valuation: CBIZ provides tailored solutions for valuing real estate assets, which can include estate planning, tax planning, and compliance. This service ensures accurate valuations for various real estate transactions.

5. Complex Financial Instruments Valuation: This service offers tailored valuation solutions for complex financial instruments, providing clarity and confidence for strategic decisions.

6. Insurance Appraisal Services: CBIZ also offers appraisal services for tangible assets, ensuring that businesses have accurate valuations for insurance purposes.

7. ESOP Transaction Advisory and Valuation Services: This includes valuation and advisory services for Employee Stock Ownership Plans (ESOPs), helping businesses navigate the complexities of ownership transitions.

These services are designed to empower businesses with expert valuation solutions for financial reporting, tax planning, and strategic decision-making.