4
cbiZ valuation services

CBIZ VALUATION SERVICES

Embed Size (px)

DESCRIPTION

Valuations lie at the heart of most major corporate transactions—from mergers and acquisitions to financial reporting and litigation. As these transactions become more complex, the need for objective, comprehensive valuations becomes greater. That’s where CBIZ Valuation Group comes in. Since we approach valuation as a science and an art, our clients benefit not only from proven valuation techniques, but also from our highly developed business instincts drawn from years of experience.What sets us apart from our competition is the expertise and dedication of our professional and support staff. The main goal of our staff is to provide accurate and timely reporting on which the client and any third-party intermediary can rely. Our professionals hold various designations, such as Accredited Senior Analyst (ASA) and Chartered Financial Analyst (CFA), and have significant experience in their respective fields.CBIZ Valuation Group’s resources and industry knowledge make us one of the most sought-after valuation firms in the United States. With our network of financial and business analysts, appraisers, attorneys, and accountants working for you, you can rest assured that your most important financial transactions are in expert hands.For more information, visit http://www.cbiz.com/valuationgroup/

Citation preview

cbiZ valuation services

cbiZ valuation services

and consulting services for over 30 years. our practice combines skilled consultants, technology, innovative service offerings, and unparalleled customer service to address each client’s specific requirements. We assist with financial reporting as it relates to generally accepted accounting practices (gaap), governmental accounting standards board statement 34 and statement 35 (gasb-34/35), and government accounting, auditing and financial reporting requirements (gaafr).

additionally, we provide property insurance placement and underwriting

n purchase price allocations (sfas 141)

n goodwill impairment studies (sfas 142)

n fairness & solvency opinions n transaction pricing studies n bankruptcy/reorganizations n cheap stock studies n s-corp conversions n buy/sell agreements n transfer pricing n accounts receivable (irc 475)

studies

capital asset managementcbiZ valuation group has been providing capital asset management

since we approach valuation as a science and an art, our clients benefit not only from proven valuation techniques, but also from our highly developed business instincts drawn from years of experience.

cbiZ valuation group’s resources and industry know-how make us one of the most sought-after valuation firms in the united states. With our network of financial and business analysts, appraisers, attorneys, and accountants working for you, you can rest assured that your most important financial transactions are in expert hands.

our wide-ranging and comprehensive services include financial valuation, capital asset management, machinery and equipment valuation, real estate valuation, and litigation support for various industries, including: n consumer products n energy n financial services n Healthcare n High technology &

telecommunications n life sciences

Financial valuationthe financial landscape is becoming increasingly complicated and more risky. valuations that are too high or too low can be costly, resulting in overpayment or lost opportunities. cbiZ valuation group’s financial valuation professionals can prevent damaging mistakes. We provide clients with accurate valuations, supplying the critical information needed to make the right decisions… quickly. our expertise includes:

valuations lie at the heart of most major corporate transactions – from mergers and acquisitions to financial reporting and litigation. as these transactions become more complex, the need for objective, comprehensive valuations becomes greater. that’s where cbiZ valuation group comes in.

to establish accurate and supportable replacement costs for buildings, improvements, furnishings, and equipment, as well as supplemental underwriting data collection and data aggregation.

the wide array of capital asset management consulting services we provide includes: n capital asset appraisals &

inventories n property insurance appraisals &

data collection n property inventory & valuation

perpetuation services

machinery & equipment valuationmany situations require a valuation of your machinery and equipment. Whether you are underinsured, require collateral, or simply desire to pass your assets on to your children, the solution is a valuation from cbiZ valuation group’s machinery and equipment experts. most of our professionals hold designations as senior members of the american society of appraisers, and many have over 25 years of experience in machinery and equipment valuation.

since our experience encompasses a multitude of industries, we provide valuations for a wide variety of assets – from the simple to the complex and even the obscure. industries we’ve supported include: n automotive n chemical, oil, gas & refining n furniture n medical & healthcare n government n communications/entertainment n construction n pharmaceutical n telecommunications n High technology n utilities

real estate valuationcbiZ valuation group’s approach provides the most objective and thorough real estate analysis possible to assist clients with real estate decisions. We have prepared reports for all major property types, including office, retail, multi-family, medical, hospitality, and senior housing. our clients include fortune 1000 companies, law firms, reits, pension funds, banks, developers, and healthcare entities.

our comprehensive services include: n market value appraisals n eminent domain valuations n market & feasibility studies n forensic analysis n portfolio valuations n economic impact analysis n purchase price allocations n cost segregation n low income housing tax credits n ad valorem tax appraisals n environmental impairments

litigation servicessometimes litigation is unavoidable. in these instances, you’ll want to partner with experts in litigation, arbitration, and mediation. cbiZ valuation group has the highest credibility when dealing with legal scrutiny. We have given testimony before courts of law, conferred in irs matters, and worked closely with attorneys, accountants, lenders, and investment bankers. our familiarity with the litigation process provides additional assurance that our reports and documents will be justifiable and accurate.

in many cases, both parties prefer alternative dispute resolution, such as arbitration or mediation, over litigation. our litigation support team has served as arbitrators and mediators for dozens of clients, helping them avoid the hassle and expense of litigation.

simply put, having cbiZ valuation group on your side produces beneficial results. our credibility and expertise extend to various areas, including: n business valuations mergers & acquisitions corporate restructurings/

reorganizations federal & state tax planning bankruptcy succession planning estate & gift taxation shareholder disputes n divorce - division of marital

property n financial/business damages breach of contract lost earnings or profits business interruption Wrongful termination personal injury product liability n expert testimony

rely on cBiZ valuation group to understand your needs and surpass your expectations, all while maintaining the highest valuation standards.

NatioNal resources; persoNal service

employee maNagemeNt services

• recruiting

• compensation consulting

• Human capital advisory

• employee benefits

• retirement services

• payroll / flex / cobra

• property & casualty insurance

• risk management

• WealtH management

• life insurance

FiNaNcial services

• accounting & tax

• valuation

• internal audit

• mergers & acquisitions

• financial advisory

• sox consulting

• commercial & personal insurance

• focused industry services

techNology services

• tecHnology consulting

• softWare solutions

• HardWare, netWorking & infrastructure

our business is growing yourswww.cbiz.com©

cop

yrig

ht 2

009. c

biZ

, inc

. n

yse

list

ed: c

bZ.

all

right

s re

serv

ed. • c

biZ

-070, r

ev. 2

multiple services With a siNgle Focus: your success

growth and success. efficiency and profitability. it’s likely these goals are top priorities for

your business. it’s also likely that the daily distractions of financial, employee, and technology

issues diminish your ability to focus on those goals.

cbiZ enables you to dedicate your time to critical business matters by providing custom

solutions that help you manage your finances, employees, and technology systems.

We offer clients exceptional quality and diverse capabilities with the personal attention your

business needs and deserves, all with a single focus: your success.

for more information, contact your local cbiZ advisor or call our toll-free help line,

1-800-asK-cBiZ (1-800-275-2249).