When it comes to business valuation, small errors can lead to big consequences. In this new article, Nicholas Fecci, Rafael Amanau, and Daniel Roach share insights from the field on the most frequent mistakes valuation professionals make and what to watch for to get it right. https://lnkd.in/grjpHSVp #Valuation #BusinessAdvisory
CBIZ Advisory Services
Accounting
Cleveland, Ohio 52,160 followers
One of the nation's top providers of Advisory services, a subsidiary of CBIZ, Inc. (NYSE: CBZ)
About us
CBIZ, Inc. (NYSE: CBZ) is a leading professional services advisor to middle market businesses and organizations nationwide. With unmatched industry knowledge and expertise in accounting, tax, advisory, benefits, insurance, and technology, CBIZ delivers forward-thinking insights and actionable solutions to help clients anticipate what’s next and discover new ways to accelerate growth. CBIZ has more than 10,000 team members across more than 160 locations in 22 major markets coast to coast. For more information, visit www.cbiz.com. CBIZ works closely with CBIZ CPAs, a national, independent CPA firm. CBIZ CPAs specializes in attest services for middle market and growing businesses in a variety of industries, including technology and life sciences, construction, not-for-profit organizations, manufacturing, retail and distribution. For more information, visit www.cbizcpas.com. CBIZ is a consulting, tax and financial services provider that works closely with CBIZ CPAs P.C., an independent CPA firm that provides audit, review and other attest services. View our CBIZ Social Media Community Guidelines here - https://www.cbiz.com/privacy-policy/cbiz-social-media-community-guidelines
- Website
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https://www.cbiz.com/accounting-tax/services/advisory
External link for CBIZ Advisory Services
- Industry
- Accounting
- Company size
- 10,001+ employees
- Headquarters
- Cleveland, Ohio
- Type
- Public Company
- Specialties
- Accounting, Valuation, Internal Audit, Mergers & Acquisitions, Financial Advisory & Consulting, Focused Industry Services, Risk & Advisory, Corporate Recovery Services, Transactional Advisory Services, and advisory
Locations
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Primary
Get directions
6050 Oak Tree Blvd.
Cleveland, Ohio 44131, US
Employees at CBIZ Advisory Services
Updates
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Crypto and fraud: two words that keep showing up together. Understanding how they connect is key. 🚨 This session unpacks common schemes, how to spot the warning signs, and what to do when a client gets caught in the middle. A must-watch for anyone navigating the intersection of digital assets and financial crime. Register now: https://okt.to/nwYupP #Cryptocurrency #FraudMitigation
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The CBIZ Forensic Consulting Group had a great time at the 2025 Bench-Bar & Annual Conference in Atlantic City! 👏 It was a valuable opportunity to connect with peers, share insights, and highlight how forensic consulting can support legal practices. #BenchBarConference #ForensicConsulting #TeamCBIZ
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Fraud is getting more sophisticated thanks to AI. From impersonation to fully synthetic business data, the tools that make our work more efficient are also creating new vulnerabilities. This session explores how AI is being used in fraud schemes and what leaders can do to prepare for what’s coming next. Register here: https://okt.to/RQprnA #FraudPrevention #AI #FraudStrategy
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The CBIZ Healthcare Valuation team recently hosted an amazing networking event in Austin, TX, at Cedar Door, partnering with our peers at Husch Blackwell. A big thank you to Deepa Menon, Chrissy Fitzgerald (Hammond), Dr. Tami Bolder, CPA, ABV, ASA, MBA, DBA, David Werch, David Thompson, Kevin Walker, Marc Richards, CFA, Lindsay Beets, CPA, ABV, Rob Tribuiani, and Kelly Powell for joining us! Following a wonderful evening, the team shared rooftop drinks and enjoyed engaging discussions. Excited for more chances to collaborate and connect with our partners. 👏 #HealthcareValuation #CBIZAdvisory #Networking
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Excited to see Ken Pia, CPA, ABV, ASA, MCBA of our CBIZ Forensic Consulting Group sharing his expertise at the Harold R. Kemp Annual Family Law Symposium! His session, “Start Me Up: 409(a) Valuations, Start Ups, and Distributing The Unknowns,” dives into the complexities of startup valuations and navigating the unknowns in family law contexts. #ForensicConsulting #FamilyLaw #Startups #Valuations
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The IPO process tests your numbers—and your timing. Director Elise Parker shares how CFOs can align SEC filing windows, audit schedules, and team deliverables to ensure a confident path to market in her latest piece. https://lnkd.in/g4q-62Cj #IPOReadiness #IPO #goingpublic
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Excited to share that Nicole Donecker, CPA/CFF, CVA, CAMS and Eric Hertrich, CPA/CFF, CFE, CAMS from our CBIZ Forensic Consulting Group will be attending the 2025 Bench-Bar & Annual Conference in Atlantic City, New Jersey! This is a fantastic opportunity to connect with these experienced professionals and learn more about how forensic consulting can support your practice. If you're attending, be sure to say hello and connect with Nicole and Eric during the event! #Networking #ForensicConsulting
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Big changes are coming to how the DOJ handles white-collar crime. ⚖️ If compliance, legal risk, or governance touch your world, this session is a must. It unpacks the DOJ’s updated enforcement plan, from new self-disclosure incentives to a sharper focus on ten key risk areas. Register here: https://okt.to/uzQ4xJ #DOJ #WhiteCollarCrime #ForensicConsulting #ForensicAccounting
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Finance leaders turn to CBIZ Financial Accounting & Advisory Services (FAAS) when the stakes are high and the timeline is tight. Our seasoned FAAS team plugs in as an extension of your staff, delivering technical accounting know-how, audit-ready reporting, and data-driven insights that keep decisions clear. From IPO prep to day-to-day demands, we bring the rigor, perspective, and collaboration that growing companies count on. Discover why organizations nationwide trust CBIZ FAAS to power progress. ▶️ https://okt.to/laSQ62 #IPOReadiness #FAAS #AuditPreparation #AdvisoryServices
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