CBIZ at the 38th Annual Tulane Corporate Law Institute in New Orleans

Connect with our valuation and financial opinions experts.

CBIZ is proud to exhibit, sponsor, and attend the 38th Annual Tulane Corporate Law Institute in New Orleans, LA. For more than 25 years, CBIZ Valuation has supported boards, lenders, and counsel with independent and defensible financial opinions and valuation services.

Visit our booth to meet our team, discuss current market dynamics, and see how we can help you navigate critical transactions with speed, rigor, and clear documentation.

We look forward to connecting with you in New Orleans!

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H2 Event Agenda

Friday, November 12, 2024

 

CBIZ Valuation Team at the Tulane Corporate Law Institute

Todd Mitchell
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Todd Mitchell, CFA

Lead Managing Director in the CBIZ Valuation Group

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Todd leads and executes valuation engagements with a focus on solvency opinions and M&A, including purchase price allocations (ASC 805), impairment testing (ASC 350/360), ESOPs, 409A, and tax-related valuations, while driving business development and reviewing/preparing valuations for business owners and key stakeholders.

Tony Kancijanic
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Tony Kancijanic, CFA, ASA

Managing Director in the CBIZ Valuation Group

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Tony delivers fairness and solvency opinions and transaction support, backed by 20 years valuing enterprise value, equity, derivatives, and intangible assets for financial reporting, M&A, goodwill impairment, stock compensation, ESOPs, and gift & estate tax across public and private companies from under $1M to over $1B in revenue domestically and internationally.

Rob Tribuiani
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Rob Tribuiani

Senior Director, Growth Strategies in the CBIZ Valuation Group

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Rob drives growth by leading market-expansion initiatives, integrating marketing, business development, and client service to identify and win new opportunities, deepen client relationships, and pursue acquisitions and partnerships, leveraging 25+ years of consultative sales, relationship management, and strategic leadership across software and professional services.

Our Services

CBIZ Advisory delivers clear, accurate and independent financial opinions and M&A support essential for confident decision making.

  • Financial Opinions: Fairness Opinions, Solvency Opinions
  • Valuations: Business, portfolio, and intangible asset valuations
  • Transaction Advisory & Diligence: Buy-side and sell-side support
  • Accounting & Financial Reporting: PPA, impairment testing, complex instruments
  • Tax: Planning, structuring, and transaction-related tax support

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