Unique Approach
Achieving sustainable growth requires more than a strong investment thesis—it demands a structured, scalable financial and operational foundation. CBIZ partners with private equity firms and their portfolio companies to enhance financial clarity, streamline reporting, and drive EBITDA growth.
From the first 100 days post-close to exit planning, our experts embed into your teams, delivering the right strategy, insights, and execution at every stage. We don’t just advise—we execute, optimize, and deliver measurable results.
Performance Enhancement Solutions
Our FORWARD™ Program offers a structured, hands-on finance transformation program for a smooth post-close integration, financial stability, and scalable reporting for new acquisitions.
Strengthen portfolio company finance functions with streamlined reporting, faster close processes, and improved financial accuracy to support growth.
Ensure accurate transaction accounting, GAAP compliance, and valuation services, including ASC 805 purchase price allocation and post-close adjustments.
Align financial strategy with investor expectations through detailed budgeting, scenario planning, and long-term strategic financial modeling.
Improve financial decision-making with real-time, data-driven forecasting models that enhance liquidity, cash flow management, and operational performance.
Implement automated reporting systems and BI solutions that give portfolio companies and investors actionable insights and KPI tracking.
Deploy experienced interim CFOs, controllers, and finance executives to fill critical leadership gaps in portfolio companies.
Identify and place top-tier finance and operational leadership to drive transformation in private equity-backed portfolio companies.
Post-Transaction Finance
Our FORWARD™ Program offers a structured, hands-on finance transformation program for a smooth post-close integration, financial stability, and scalable reporting for new acquisitions.
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The first 100 days post-close are critical to an acquisition’s success. Our FORWARD™ Program embeds finance leaders to establish strong accounting, financial reporting, and compliance structures that align with investor expectations. We ensure seamless finance transitions, reduce risk, and create a scalable foundation for future growth.
Accounting & Finance Optimization
Strengthen portfolio company finance functions with streamlined reporting, faster close processes, and improved financial accuracy to support growth.
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A strong finance infrastructure is key to executing on growth initiatives. We accelerate month-end close, automate financial processes, and enhance reporting clarity to help companies scale efficiently. Our hands-on approach reduces inefficiencies, ensuring private equity-backed companies meet investor expectations.
Transaction Accounting & Valuation Services
Ensure accurate transaction accounting, GAAP compliance, and valuation services, including ASC 805 purchase price allocation and post-close adjustments.
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M&A transactions create complex accounting and valuation challenges that can impact compliance and reporting. CBIZ provides GAAP-compliant transaction accounting, purchase price allocations, and post-close financial adjustments, ensuring portfolio companies maintain financial accuracy and regulatory compliance.
Budgeting & Strategic Planning
Align financial strategy with investor expectations through detailed budgeting, scenario planning, and long-term strategic financial modeling.
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A clear financial roadmap is critical for private equity-backed companies. We develop top-down and bottom-up budgeting models, scenario plans, and financial strategy roadmaps that align portfolio company goals with investor and lender expectations. Our structured planning process provides visibility into profitability, liquidity, and capital allocation.
Financial, Operational & Cash Forecasting
Improve financial decision-making with real-time, data-driven forecasting models that enhance liquidity, cash flow management, and operational performance.
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Predicting future performance is key to driving EBITDA growth and capital efficiency. We develop dynamic 3-statement forecasting models, cash flow optimization frameworks, and operational financial planning strategies to improve liquidity visibility and inform strategic decision-making.
Performance Reporting & BI Solutions
Implement automated reporting systems and BI solutions that give portfolio companies and investors actionable insights and KPI tracking.
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Strong reporting processes unlock critical business insights and improve investor transparency. We develop automated financial dashboards, KPI tracking, and business intelligence solutions that give portfolio companies real-time visibility into financial health, operational efficiency, and strategic growth opportunities.
Interim Talent
Deploy experienced interim CFOs, controllers, and finance executives to fill critical leadership gaps in portfolio companies.
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Whether you need interim leadership during a transition or specialized finance expertise, CBIZ provides on-demand CFOs, controllers, and FP&A professionals to support rapid growth, financial reporting, and compliance needs. Our PE-experienced professionals integrate seamlessly to drive strategic initiatives forward.
Executive Search
Identify and place top-tier finance and operational leadership to drive transformation in private equity-backed portfolio companies.
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The right leadership can accelerate financial and operational improvements. Our executive search solutions place CFOs, controllers, FP&A leaders, and operations executives with deep private equity experience, ensuring companies have the expertise to scale and succeed.
The Right Support
Every private equity-backed business has unique financial and operational challenges—from early-stage integration hurdles to mature growth optimization. CBIZ meets portfolio companies where they are, delivering hands-on expertise that creates measurable impact.
Clarity & Control—We implement scalable reporting and forecasting that provides the financial clarity needed for strategic decision-making.
Stronger Margins & Growth—Our solutions improve EBITDA, reduce inefficiencies, and accelerate value creation.
Expert Execution, Not Just Strategy—Unlike traditional consultants, we embed into your teams and execute high-impact financial improvements.
Right Leadership at the Right Time—Whether you need interim CFO support, FP&A expertise, or a full-time finance leader, we deliver top-tier talent with PE experience.
