Insight That Drives Value

In today’s fast-paced transaction landscape, understanding every aspect of a deal is critical. CBIZ Transaction Due Diligence Services provide the thorough analysis and actionable insights you need to make confident decisions. Whether buy-side, sell-side, or tax due diligence, our team delivers custom-tailored solutions that reveal opportunities, address challenges, and drive successful outcomes for your business.

Due Diligence Solutions

A flexible and responsive approach to uncovering value and managing risks.

Gain a clear picture of target businesses to make informed purchasing decisions and preserve value post-close.

Present accurate financial data and address potential concerns upfront to streamline the sales process and maximize value.

Navigate tax risks and optimize structuring for value creation and compliance.

Assess IT infrastructure, licenses, and processes to address risks and uncover efficiencies.

Analyze key business drivers, relationships, and risks to align your strategy with market realities.

Buy-Side Due Diligence

Gain a clear picture of target businesses to make informed purchasing decisions and preserve value post-close.

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From analyzing earnings and cash flows to challenging financial narratives, our approach gives you negotiating leverage and confidence in your investment.

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Sell-Side Due Diligence

Present accurate financial data and address potential concerns upfront to streamline the sales process and maximize value.

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Our detailed assessments enable sellers to minimize uncertainty, build trust with buyers, and accelerate transaction timelines.

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Tax Due Diligence & Structuring

Navigate tax risks and optimize structuring for value creation and compliance.

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Our team identifies and quantifies tax exposures, offers remediation strategies, and advises on structuring options to enhance deal outcomes.

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IT Due Diligence

Assess IT infrastructure, licenses, and processes to address risks and uncover efficiencies.

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We evaluate internal controls, contracts, and systems to help you understand IT-related risks and opportunities.

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Business Analysis

Analyze key business drivers, relationships, and risks to align your strategy with market realities.

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From industry trends to management track records, we provide the insights needed to position your business effectively.

Gain Insights

By the Numbers

CBIZ Transaction Due Diligence Services are built on a proven track record of success, helping clients optimize outcomes and confidently navigate risks.

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Private Equity Fund Clients
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Due Diligence Engagements Annually
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Customized Approach

Rigorous due diligence is the foundation of successful transactions. At CBIZ, we customize our approach to address common pain points such as incomplete financial data, tax risks, and operational inefficiencies. Leveraging our deep experience and agile methodology, we deliver actionable insights that empower you to make smarter decisions and achieve better outcomes. With CBIZ, your transaction goals are within reach.

Your Trusted Partner

Comprehensive Knowledge

CBIZ provides end-to-end due diligence services tailored to your unique needs. From buy-side evaluations to sell-side preparation, we help you uncover opportunities and mitigate risks.

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Optimize Your Transactions

Contact our Transaction Due Diligence specialists to discover how CBIZ can help you make confident, informed decisions and achieve your strategic goals.

 

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