Unlock Your Portfolio Company’s Growth Potential
Dedicated Expertise for Portfolio Companies
Portfolio companies face unique challenges and opportunities at every stage of growth. With CBIZ’s dedicated team that exclusively provides tailored accounting tax, and advisory solutions to portfolio companies, your business benefits from insights and specialized expertise that drive value for you and your stakeholders. Whether navigating audit*, tax planning and compliance, seeking strategic advisory support, or exploring digital solutions, the focus is on maximizing your growth and addressing your needs with a hands-on approach.
*Audit services provided by CBIZ CPAs, an independent CPA firm.
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What Our Clients Say
Customized Service Offerings
We address your specific needs through our tailored solutions:
Audit & Tax Compliance
- Financial Statement Audits
- Federal, State, and International Tax Compliance
- Tax Planning & Structuring
Technical Accounting
- Complex Debt & Equity Transactions
- Business Combinations
- Stock Compensation
Advisory and Digital Services
- Interpretation and Implementation of New Accounting Standards
- Transaction Advisory
- Data Analysis & Visualizations
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With extensive experience supporting a wide range of portfolio companies across industries, we partner with numerous private equity and venture capital clients. Our portfolio companies span from emerging businesses to large-scale enterprises, providing us with deep insight into the unique challenges and growth opportunities at every stage of development.
Explore More Resources
Access valuable portfolio company resources - ranging from articles and case studies to service overviews - and discover strategies and insights to support growth and navigate challenges with CBIZ’s expertise.
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Service Overview Sheet
Learn about our tailored service offerings to meet your needs.
What Our Clients Say
CONNECT WITH US
If you have any questions, please feel free to reach out to one of our Portfolio Company experts.
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Larry Kaplan  |
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Tom Griffin |
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Barret Pinto |
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Raymond Cheung |
