Power of Precision
Private equity transactions demand accuracy, compliance, and efficiency. CBIZ provides technical transaction accounting and valuation services that ensure financial clarity for acquisitions, restructurings, and exits.
- GAAP-Compliant & Audit-Ready – Our Big 4-trained professionals prepare transaction accounting deliverables with supporting schedules to ensure smooth audits.
- Tailored for Private Equity – We recognize deal fatigue and work alongside lean finance teams to reduce stress and simplify complex financial reporting.
- Proactive, Not Reactive – Our process aligns with auditors and stakeholders upfront, minimizing delays and ensuring seamless reporting post-close.
From opening balance sheets to purchase price allocations, CBIZ delivers clear, actionable financial reporting that allows sponsors and portfolio companies to focus on value creation.
Frictionless Reporting
CBIZ ensures that private equity-backed companies transition smoothly post-transaction with structured financial reporting, including:
- Opening Balance Sheet Preparation
- Transaction Journal Entries
- Audit-Ready Financials
Whether you’re dealing with a first-time PE acquisition or a multi-entity consolidation, CBIZ ensures financial accuracy at every step.
Valuation & Purchase Price Allocations
Valuation is vital to investment strategy, not just a compliance exercise. Our accredited team perform purchase price allocations and valuations across key asset classes.
Transparent, Stress-Free
Private equity deals move fast—transaction accounting shouldn’t slow them down. CBIZ takes a collaborative, proactive approach to ensure seamless execution.
- Aligned from the Start – We work directly with auditors and stakeholders upfront to avoid surprises and ensure smooth financial integration.
- Nimble & Responsive – Our team is built for the fast-paced PE environment, addressing issues before they escalate.
- Tailored to Your Needs – No cookie-cutter solutions—our services scale with your transaction complexity and reporting requirements.
With CBIZ, transaction accounting is no longer a burden—it’s a seamless part of your private equity strategy.
