Cultivate Innovation & Growth
The life sciences industry is at the forefront of medical and technological advancements, yet companies face complex financial, regulatory, and operational challenges. From securing R&D funding and managing intellectual property to navigating FDA compliance and global supply chain risks, life sciences businesses must balance innovation with financial sustainability and risk management.
CBIZ provides comprehensive financial, tax, risk, and advisory solutions tailored to the unique needs of biotech firms, pharmaceutical companies, medical device manufacturers, and research institutions. Whether you are a startup developing breakthrough therapies or an established life sciences company scaling global operations, our team offers the insights and strategies to help you thrive in an evolving industry.
In-depth Industry Expertise
Financial, risk, advisory, and compliance solutions to realize your vision.
Biotech Companies
Secure funding, manage R&D expenses, and optimize financial planning for early-stage innovation.
Pharmaceutical Companies
Navigate regulatory compliance, optimize global tax strategies, and enhance operational efficiencies.
Medical Device Manufacturers
Ensure FDA compliance, manage production costs, and intellectual property and cybersecurity protections.
Clinical Research Organizations (CROs) and Commercial R&D Entities
Improve financial transparency, secure multi-state compliance, and manage risk in clinical trials.
Diagnostic Companies
Improve financial transparency, ensure compliance, and enhance operational efficiencies.
Healthcare IT Companies
Navigate regulatory compliance, improve financial transparency, strengthen cybersecurity protections, and enhance operational efficiencies.
Innovate & Manage Risk
Assurance & Tax Solutions
Financial audits that align with regulatory requirements, investor expectations, and industry best practices for financial transparency and compliance. Our tailored tax solutions help life sciences companies reduce tax burdens, leverage available incentives, and maintain compliance with evolving regulations.
Audits, Reviews, & Compilations
Evaluate a company’s financial statements with varying levels of assurance and rigor to ensure accuracy and compliance with accounting standards.
Learn MoreInternal Controls Review & Design
Assess and develop an organization’s control mechanisms to ensure accuracy, reliability, and compliance in financial reporting and operational efficiency.
Learn MoreReverse Mergers & Recapitalizations
Guidance for a private company to become publicly traded by merging with an existing public company, including capital restructuring to improve financial stability and growth potential.
Connect with a SpecialistTax Return Preparation & Compliance
Compile and submit required tax documents in accordance with legal regulations to minimize liabilities and avoid penalties.
Learn MoreTax Planning & Consulting
Manage international, federal, state and local tax obligations with solutions tailored to the complexities of life sciences operations and revenue models.
Learn MoreTax Credits and Incentives
Unlock hidden value through specialized tax strategies. From research & development (R&D) tax credits to state and local incentives, we help you capture opportunities that reduce liability and improve your bottom line.
Learn MoreFinancial Accounting & Advisory Services
Whether you need interim financial staffing and leadership support, assistance with complex accounting issues, or help to ensure Sarbanes-Oxley compliance, CBIZ will provide a sound accounting foundation to align your financial and operational goals. We support emerging companies in life sciences with tailored guidance, prepare financial forecasts to inform strategic decisions, and optimize IPO readiness with SEC compliance.
Interim Staffing & Outsourced Accounting
Provide the financial staffing and/or leadership needed to minimize risk without lengthy onboarding or ramp-up; assist with identifying a permanent replacement.
Learn MoreComplex Accounting Issues
Solve issues such as debt and equity financings, revenue recognition matters, accounting for leases, and much more.
Learn MoreSarbanes Oxley Compliance
Access internal controls, processes, and risk exposure to ensure efficiency, compliance, and the effective management of potential threats.
Learn MoreEmerging Companies Services
Guidance to navigate challenges, optimize growth opportunities, and establish a solid foundation for long-term success.
Connect with a SpecialistFinancial Forecasts & Projections
Estimate future financial performance based on historical data, current trends, and strategic plans to inform decision-making and guide business planning.
Learn MoreIPO Readiness & SEC Compliance
Optimize the IPO process, ensuring compliance with SEC regulations, financial reporting standards, and investor disclosures.
Contact an Industry SpecialistValuation Advisory
CBIZ provides complete valuations to support venture capital funding, M&A transactions, and investor reporting. Our data-driven solutions deliver accurate valuations for intellectual property, acquisitions, and funding rounds tailored specifically for life sciences companies. We focus on providing reliable valuations that enhance investor confidence and drive growth.
Business Enterprise Valuation
Value the entire business entity for use in situations such as sales, mergers, acquisitions, or strategic planning.
Learn MorePurchase Price Allocation
Allocate the purchase price of a business to its various tangible and intangible assets and liabilities using this type of valuation.
Connect with a SpecialistImpairment Testing
Conduct regular impairment testing of goodwill, intangible assets, and tangible assets to ensure they are carried at no more than their recoverable amount and any impairment losses are recognized timely.
Connect with a SpecialistIntellectual Property & Intangible Assets
Value patents, trademarks, and other intangible assets, especially when acquired through mergers and acquisitions or developed internally.
Learn MoreEquity Compensation Valuation
Use stock options and other equity compensation tools to ensure proper valuation for accurate financial reporting.
Connect with a Specialist409A Valuation
Prepare 409A valuations to determine the fair market value of your stock, ensuring IRS compliance and accurate equity compensation pricing.
Connect with a SpecialistInsurance Solutions
Protecting assets and managing risks is essential for growth. CBIZ offers tailored insurance solutions to address your unique challenges, from business coverage and product liability to regulatory compliance and specialty services. We focus on understanding your needs to deliver strategies that mitigate risks and safeguard your organization’s future.
Comprehensive Coverage
Protect your life sciences operations with tailored coverage for regulatory, liability, and business risks.
Learn MoreExecutive Risk Protection
Protect your leadership team with tailored solutions for liability, errors, and complex exposures.
Connect with a SpecialistLoss Control Services
Reduce risks and protect your business with customized strategies, training, and compliance support.
Contact Us TodayClaims Management
Manage insurance claims efficiently while protecting your interests and accelerating resolution.
Learn MoreAlternative Risk & Captives
Address unique risks, lower costs, and gain greater control through tailored insurance strategies.
Learn MorePremier Client Services
Tailored insurance for affluent leaders to protect personal assets and ensure peace of mind.
Learn MoreHuman Capital Management
Talent acquisition and retention are critical for life sciences companies working in a competitive and highly specialized job market. CBIZ provides workforce solutions that support recruitment, compensation planning, and compliance.
Benefits Consulting
Create a thriving workforce with benefits designed around what matters most — your people, your culture, and your bottom line.
Learn MoreTalent & Compensation Strategy
Optimize recruitment processes to attract specialized talent in life sciences, including research scientists, regulatory experts, and biotech engineers.
Learn MoreRetirement & Investment Plan Consulting
Implement competitive benefits programs, including health insurance, stock options, and 401(k) plans, to land elite talent.
Learn MoreTransactional Services Solutions
CBIZ offers transaction services to ensure successful deals. Whether it’s due diligence for risk assessment, sell-side preparation to attract buyers, tax optimization for efficiency, acquisition evaluation and financing, or quality of earnings assessments to confirm financial health, we provide seamless, strategic transaction solutions.
Due Diligence on Acquisitions/Divestitures
Provide thorough investigation/analysis of financial, legal, and operational analysis to gauge risks and validate the viability and strategic fit of potential transactions.
Learn MoreSell-Side Preparation
Optimize financial records, present the company attractively to potential buyers, and ensure a smooth and efficient transaction process.
Learn MoreTax Attribute Optimization
Identify and maximize tax benefits to enhance overall tax efficiency.
Connect with a SpecialistAcquisition Due Diligence Disposition & Financing
Evaluate target companies, manage the sale or restructuring of assets, and substantiate that the necessary funding is secure to ensure successful and financially sound transactions.
Connect with a SpecialistQuality of Earnings
Evaluate the accuracy, sustainability, and sources of a company’s earnings to determine the true economic performance and underlying financial health.
Connect with a Specialist
Overcome Early-Stage Commercialization Challenges
Life Sciences companies often encounter significant challenges during early-stage commercialization, including regulatory compliance, funding and financial management, market access and reimbursement, intellectual property protection, product development and scalability, talent acquisition, and operational hurdles.
CBIZ provides comprehensive services tailored to address these specific needs. We facilitate smooth regulatory compliance, offer expertise in securing capital and managing finances, and provide strategies for optimizing market access and reimbursement. CBIZ offers robust intellectual property protection, guidance on efficient product development and scalability, and HR solutions to enhance talent acquisition and retention.
Our tailored solutions ensure that biotech, pharmaceutical, and medical technology firms can focus on advancing innovation while maintaining financial sustainability and operational resilience.
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