Why Choose CBIZ
Your business decisions depend on the numbers—we make sure they add up. We specialize in providing reliable, cultivated, and objective valuations that empower your business to make informed decisions. Whether you’re navigating financial reporting, strategic transactions, or tax planning, our professionals deliver the data and insights you need to move forward confidently.
As one of the largest independent valuation firms in the U.S., CBIZ Valuation Group combines deep industry expertise, professionalism, and comprehensive solutions. We have supported some of the nation’s largest companies, ensuring they’re equipped with precise, actionable insights for every critical business decision.
Valuation Solutions
Delivering reliable valuations to support your critical decisions and strategic plans.
Get accurate, reliable valuations to optimize tax planning, ensure compliance, and make informed financial decisions. Our solutions provide the confidence to navigate critical moments.
Overcome complex valuation challenges with tailored insights and guidance for intricate financial decisions, ensuring clarity and confidence in your approach.
Independent valuations to support fairness, solvency, and transaction transparency.
Comprehensive valuations for healthcare providers, medical equipment, and regulatory compliance.
Maximize real estate value with precise valuations for acquisitions and financial reporting, enabling informed and strategic decisions.
Support employee ownership with accurate valuations for ESOPs, fostering engagement, ensuring compliance, and driving long-term success.
Experienced valuations for oil, gas, and renewable energy assets.
Valuations for patents, trademarks, copyrights, and proprietary technologies.
Appraisals for industrial, manufacturing, and specialized equipment.
Comprehensive valuations for real estate, infrastructure, and insurable assets.
Business Valuation
Get accurate, reliable valuations to optimize tax planning, ensure compliance, and make informed financial decisions. Our solutions provide the confidence to navigate critical moments.
Learn MoreConfidence in the Numbers That Matter
In business, accuracy is everything. CBIZ provides trusted business valuation services to ensure compliance with financial reporting standards, support tax planning strategies, and empower critical decision-making.
CBIZ Valuations Group provides:
- Comprehensive financial reporting compliance.
- Accurate data to optimize tax planning.
- Valuations tailored to your business goals.
Complex Financial Instruments
Overcome complex valuation challenges with tailored insights and guidance for intricate financial decisions, ensuring clarity and confidence in your approach.
Learn MoreClarity from Complexity
When valuation scenarios become complex, CBIZ provides clarity. From fair value reporting to specialized transactions, our advisors deliver tailored solutions to navigate intricate valuation challenges.
CBIZ Valuations Group provides:
- Expertise in fair value reporting.
- Guidance on unique valuation scenarios.
- Tailored insights to support complex transactions.
Financial Opinions
Independent valuations to support fairness, solvency, and transaction transparency.
Learn MoreConfidence in Every Opinion
CBIZ provides expert financial opinions for transactions, solvency reviews, and capital adequacy assessments, ensuring regulatory compliance and stakeholder trust.
CBIZ Valuations Group provides:
- Fairness and solvency opinions.
- Capital structure and financial modeling.
- Due diligence for transaction analysis.
Healthcare Valuation
Comprehensive valuations for healthcare providers, medical equipment, and regulatory compliance.
Learn MorePrecision in Healthcare Valuation
CBIZ specializes in healthcare entity valuations, ensuring compliance with industry regulations and optimizing asset values for transactions and financial reporting.
CBIZ Valuations Group provides:
- Medical practice and hospital valuations.
- Equipment and real estate appraisals.
- Regulatory and tax compliance guidance.
Real Estate Valuation
Maximize real estate value with precise valuations for acquisitions and financial reporting, enabling informed and strategic decisions.
Learn MoreReal Estate Insights You Can Trust
Access the precision and insights needed for acquisitions, leasing, financial reporting, and more.
Key Benefits:
- Tailored real estate valuation services.
- Expert guidance for real estate transactions.
- Reliable data to support strategic decisions.
ESOPs (Employee Stock Ownership Plans)
Support employee ownership with accurate valuations for ESOPs, fostering engagement, ensuring compliance, and driving long-term success.
Learn MoreEmpowering Employee Ownership
CBIZ provides ESOP valuation services to help businesses create, maintain, and grow employee ownership programs while ensuring compliance with regulatory standards.
CBIZ Valuation Group provides:
- Structured valuations for ESOPs.
- Compliance with legal and tax requirements.
- Expertise to sustain and grow employee ownership programs.
Powering Your Valuation Needs
CBIZ provides detailed valuations for energy sector assets, supporting financial reporting, investment decisions, and regulatory compliance.
CBIZ Valuations Group provides:
- Oil and gas reserves and equipment appraisals.
- Renewable energy and infrastructure valuation.
- Market analysis and industry benchmarking.
Intellectual Property
Valuations for patents, trademarks, copyrights, and proprietary technologies.
Learn MoreValuing Your Competitive Edge
CBIZ ensures accurate, defensible valuations for intellectual property portfolios, licensing agreements, and strategic acquisitions.
CBIZ Valuations Group provides:
- Trademark, patent, and copyright appraisals.
- Brand and goodwill valuation.
- IP due diligence for mergers and acquisitions.
Machinery & Equipment
Appraisals for industrial, manufacturing, and specialized equipment.
Learn MoreValuations Built for Industry
CBIZ delivers accurate machinery and equipment valuations for tax reporting, insurance coverage, and financing decisions.
CBIZ Valuations Group provides:
- Heavy machinery and capital asset appraisals.
- Fair market and residual value analysis.
- Equipment valuation for leasing and insurance.
Property Valuation
Comprehensive valuations for real estate, infrastructure, and insurable assets.
Learn MoreProtecting Your Real Assets
CBIZ provides valuations for property tax, insurance underwriting, and real estate transactions, ensuring financial accuracy and compliance. CBIZ Valuations Group provides:
- Commercial and industrial property valuations.
- Replacement cost and risk assessment analysis.
- Compliance with tax and insurance regulations.
Turn Challenges into Strategic Opportunities
Valuations are often fraught with challenges, from navigating complex regulations to accurately assessing intangible assets and market conditions. Business leaders may struggle with incomplete data, inconsistent methodologies, or the uncertainty of aligning valuations with long-term goals. These obstacles can delay critical decisions, increase financial risks, and diminish confidence in strategic planning.
Our valuation services address these pain points head-on with tailored solutions, objective analysis, and proven methodologies. By combining deep industry expertise, advanced technology, and regulatory knowledge, we deliver precise and reliable valuations that support compliance, mitigate risks, and unlock opportunities. Whether you’re preparing for a transaction, optimizing tax strategies, or managing assets, our advisors empower you to make informed, confident decisions.
