Transition & Transaction Services

During transitions and transactions, businesses are looking for focus, speed, agility, quality, judgment and leadership. Knowing you helps us provide the valuable guidance and support to help you capitalize on opportunities, prevent downside issues, or recover from significant transitions. Our experienced team understands the ups and downs of the business life cycle. We offer a suite of services designed to support middle-market companies experiencing growth, transactions, or transitions. The personalized approach we take to every project — no matter the length — provides you with a trusted advisor that you can rely on to help you reach your objectives.

Financial Planning & Analysis

Our understanding of your environment helps us leverage technology solutions with the appropriate level of functionality to provide you enhanced insight into your company's financial performance. Learn more»

Financial Talent

Whether you need personnel on an interim or permanent basis, we ensure you have the expertise and the culture that suits your organization through our unique financial executive retained search process. Learn more»

Management Consulting

Through tailored solutions designed for your unique situation, we offer support for mergers and carve outs, system conversions, departmental rebuilds, and project management. Learn more»

Office of the CFO

Our understanding of your operations helps ensure you have the level of support you need for accounting, operations and control issues. Learn more»

Transaction Advisory

Knowing you is understanding the questions that could arise with complex transactions. Buy-side or sell-side, we provide financial, IT and tax due diligence to help you make informed decisions. Learn more»

Be in the Know About Accounting Changes

Our quarterly accounting and financial reporting issues update webinar covers the latest developments that affect you.

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Insights

Five Steps to Selling Your Business

Taking a five-step approach to selling your business can help you define your objectives, identify your risks and value drivers and obtain a purchase offer that benefits both you and the company.

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How Private Equity and Venture Capital Can Prepare for the Tax Impact of New Accounting Changes

Private equity and venture capital firms and their portfolio companies need to be aware of the potential tax impact, as changes to financial reporting practices could create differences between book and tax accounting.

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AICPA Offers Valuation Clarifications for Venture Capital, Private Equity, and Investment Companies

Over the years, divergent practices have emerged for estimating the fair value of portfolio company investments. The AICPA recently released a guide to help make accounting for these complex investments easier for venture capital, private equity, and other investment companies.

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Key Contact

David Enick

denick@cbiz.com (813) 727-4569

Transition & Transaction Services