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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Customized Service Offerings

Audit & Tax Compliance

  • Financial Statement Audits
  • Federal, State, and International Tax Compliance
  • Tax Planning & Structuring
Customized Service Offerings

Technical Accounting

  • Complex Debt & Equity Transactions
  • Business Combinations
  • Stock Compensation
Customized Service Offerings

Advisory and Digital Services

  • Interpretation and Implementation of New Accounting Standards
  • Transaction Advisory
  • Data Analysis & Visualizations

The 2025 Business Blueprint: Key Predictions & Strategic Foresight

The business landscape is evolving at an unprecedented pace, and success isn’t just about adapting — it requires anticipating what’s next. Our guide reveals the trends shaping 2025 and provides strategies to help you move with confidence into the future.

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Empowering Smarter Deals: M&A Strategies and Solutions

Middle-market M&A is heating up — see the three trends powering 2025 deals and how your company can capitalize on them now.

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Connect with Thought Leaders: In-Person and Virtual Events for You

Attend a CBIZ webinar or live event near you to gain actionable insights from our team of experts. With more than 160 locations in 22 major markets plus regular events online, your next learning experience is just a click away.

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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.

What Our Clients Say

"CBIZ brings deep institutional knowledge and strong technical expertise to our audit and tax processes. As a long-standing client for over 20 years, we have enjoyed an excellent relationship with CBIZ since our firm's inception. We truly value their practical, solutions-oriented advice, which consistently helps us navigate challenges and make informed decisions."
  • Alexa Lyons
  • Chief Financial Officer
  • Spark Capital
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“Working with CBIZ feels less like working with an accounting firm and more like partnering with a business advisor. They not only meet our audit and tax needs but also continuously find ways to improve our operations. Their insights and guidance have been critical to driving long-term value for our company.”
  • Peter Riccio
  • Former Chief Financial Officer
  • Yasso
“For the past several years, my partnership with CBIZ has been invaluable as they helped me navigate complex technical accounting issues across three different companies, working with myself and my teams to meet our deadlines. Their expertise in assisting with business combinations, financial statement consolidation as well as complex debt and equity transactions have been critical to our success.”
  • Kevin Pallaoro
  • Chief Financial Officer
  • Grass Fed Foods

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CONNECT WITH US

For more information, reach out to one of our portfolio company team leaders below.

Larry Kaplan
Audit Managing Director

Tom Griffin
Managing Director

Barret Pinto
Tax Managing Director

Raymond Cheung
Audit Director

Shari Fox
Tax Director

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