CBIZ Advisory Services

⚖️ Valuation is often about more than determining a number—it’s about providing objective analysis that helps bring clarity to complex disputes. Our Machinery & Equipment Litigation Support Summary explores common litigation contexts where valuations may be needed, the methodologies used to develop opinions of value, and the types of deliverables that can support legal teams throughout the process. Explore the full summary: https://okt.to/XdeE0K #LitigationSupport #MachineryAndEquipment #ValuationServices #ExpertWitness #BusinessDisputes

Valuation shortcut or valuation blind spot? PV-10 is often treated as a quick benchmark in the energy industry, but it doesn't always tell the full story. Christian Ritchie, Senior Manager, explores where PV-10 can fall short when valuing oil and gas assets and why the distinction between PV-10, fair value, and fair market value matters more than many realize. 🔗https://okt.to/eiXwCT

We're proud to share that Lorna Mouton Riff, Lead Managing Director in CBIZ's Forensic Consulting Group, will serve as a panelist at the Los Angeles County Bar Association's 14th Annual Seminar on Cultural Competency in Family Law Practice. During the session, "Impact of Disabilities on Family Dynamics," Lorna will join fellow professionals to discuss important considerations at the intersection of disability, family dynamics and family law. We look forward to the meaningful perspectives and conversations this program will bring to the legal community. 📅 July 25, 2026 📍 Inglewood, CA 🔗 https://okt.to/xGFa5R #ForensicConsulting #FamilyLaw #CulturalCompetency

What makes a physician compensation model defensible when scrutiny is higher than ever? Directors Jeremy Holloway, CPA and Lindsay Beets, CPA, ABV explore why organizations need compensation frameworks that can stand up to both regulatory review and real-world market pressures. It's a helpful look at the considerations and safeguards that can strengthen decision-making. ➡️ https://okt.to/AqQltC

Why are carve-outs suddenly becoming such a prominent part of the deal landscape? According to David Lewin, CPA, National Leader of CBIZ Financial Accounting and Advisory Services (FAAS), the answer involves several converging forces and has major implications for CFOs from both sell-side and buy-side perspectives. Explore what finance leaders need to be thinking about as carve-out activity continues to accelerate. ➡️ https://okt.to/z6ITtv #CFOInsights #MergersAndAcquisitions #CarveOuts

CBIZ is proud to be speaking at the 37th Annual Illinois Rural Health Association Educational Conference. Kevin Walker, Managing Director, will join Andrew Kloeckner of Baird Holm LLP to present "Navigating Physician Compensation Challenges in Rural Healthcare: From Valuations to Legal Perspectives." The session will address important considerations for rural healthcare providers, including physician compensation design, fair market value assessments, recruitment and retention challenges, call coverage arrangements, and regulatory compliance requirements. As healthcare organizations continue to face increasing operational and workforce pressures, we look forward to sharing strategies and insights that support informed decision-making and long-term success. Learn more about the conference: https://okt.to/CwGoI2 #HealthcareConsulting #RuralHealth #PhysicianCompensation #HealthcareValuation #AdvisoryServices

What are the hottest topics influencing business valuation right now? We are proud to share that Ken Pia, CPA, ABV, ASA, MCBA, Lead Managing Director and Matrimonial Practice Leader of our Forensic Consulting Group, will be joining Business Valuation Resources, LLC's July 2026 Power Panel to answer just that. 🎤 The discussion will explore emerging issues impacting the profession, including AI, ESG, valuation trends, litigation developments, cryptocurrency valuation, and more. We look forward to the conversation and the insights ahead. https://okt.to/xMFqHj #BusinessValuation #ForensicAccounting #Valuation

Trust, but verify. In specialty finance and asset-based lending, collateral reviews can do far more than check a compliance box. This article looks at how the data uncovered during a review can help lenders see beyond reported results and make more confident credit decisions. https://okt.to/gneric

A remarkable career. A lasting legacy. Congratulations to Deepa Menon on her retirement from CBIZ and thank you for the tremendous impact you've had on our clients, our people, and our Valuation practice. Read more in the Dallas Business Journal feature below. https://okt.to/mNBsbr #CBIZAdvisory #Valuation #Leadership

Great conversations do not always happen in a conference room! The CBIZ Forensic Consulting Group was pleased to sponsor the Middlesex County Bar Association Young Lawyers Division Fishing Trip, bringing together approximately 50 attorneys for a day on the water. 🎣 Between the fishing, networking, and time spent connecting with peers, it was a great opportunity to strengthen relationships within New Jersey's legal community. Even better, the CBIZ banner was spotted flying proudly overhead during the event. #CBIZ #LegalIndustry #Networking #YoungLawyers #NewJersey