CBIZ’s Valuation Services Team Delivers Fairness & Solvency Opinions for High-Stakes Transactions
CBIZ delivers independent, defensible fairness and solvency opinions to help boards, legal counsel, private equity firms, and other stakeholders navigate complex transactions with confidence.
Why CBIZ
Fairness and solvency opinions shouldn’t just be a checkbox. They must be independent, defensible, and timely. CBIZ combines deep deal experience with clear, scenario-based analysis and senior-level guidance to ensure you get opinions you can rely on.
Fairness Opinions
For M&A, related-party transactions, spin-offs, and carve-outs, CBIZ delivers independent financial assessments that boards and stakeholders trust. Our opinions are backed by robust analysis and practical transaction experience.
Solvency Opinions
In recapitalizations, restructurings, and dividend recaps, sponsors and legal counsel rely on CBIZ for rapid, defensible solvency opinions. Our team helps evaluate financial condition and mitigate transaction risk without friction.
Who We Serve
CBIZ supports a range of stakeholders involved in critical transactions, with particular focus on:
- Legal counsel advising on M&A, restructurings, related-party transactions, and board governance
- Private equity firms, particularly middle-market to upper middle-market active acquirers
- Portfolio companies undergoing transactions, recapitalizations, or restructurings
- Corporate leaders and boards facing significant transaction decisions
Situations Where Opinions May Be Needed
Clients often seek fairness or solvency opinions in connection with:
- Buy-side and sell-side M&A
- Related-party transactions
- Continuation vehicles and GP-led secondaries
- Recapitalizations
- Dividend recaps
- Restructurings
- Spin-offs and carve-outs
- Transactions involving valuation uncertainty or heightened scrutiny
The Focus on Execution: Insights. Applied.
Most middle-market leaders know what needs to be done. The challenge is executing without adding cost or complexity. Insights. Applied. is CBIZ’s integrated framework to improve operational performance, strengthen tax strategy, and modernize technology without siloed decisions.
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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.
How We Help Accounting and Finance Teams Succeed
CBIZ FAAS acts as a strategic extension of your accounting and finance teams. Whether you're preparing for an IPO, managing new reporting demands, or working under tight timelines, we deliver scalable, reliable support where and when you need it.
We help you:
- Fill skill and capacity gaps fast
- Navigate technical accounting and compliance challenges
- Scale operations with clarity and control
- Maintain momentum through transitions or transactions
All while delivering actionable insights that help define and deliver organizational scale.
Meet the Leadership Behind the Practice
Our national leadership team brings decades of experience in public accounting, corporate finance, and technical disciplines. They continue to shape our vision and deliver client service with consistency, integrity, and precision.
CBIZ FAAS Insights: Navigating Complexity with Confidence
Discover how CBIZ FAAS can support your accounting and finance teams—at every stage of growth.
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Meet Our Team
CBIZ’s valuation and transaction opinions leadership team brings deep experience supporting boards, committees, and stakeholders in complex, high‑stakes decisions. Our professionals are routinely engaged where independence, objectivity, and defensible analysis matter most.
Todd Mitchell, CFA
Lead Managing Director
tsmitchell@cbiz.com
(609) 895-5331
Tony Kancijanic, CFA, ASA
Managing Director
akancijanic@cbiz.com
(314) 692-5878
Rob Tribuiani
Senior Director, Growth Strategies
Rob.tribuiani@cbiz.com
(609) 895-5210
Insights on Fairness, Solvency & Fiduciary Risk
Heightened scrutiny, regulatory focus, and litigation risk have elevated the role of independent fairness and solvency opinions. Explore how boards and decision‑makers navigate these challenges.
Navigating Conflicts: Fairness Opinions in Private Equity Related-Party Deals
Related-party transactions in private equity can make good business sense, but they usually face more scrutiny than a typical third-party deal.
The Era of “Illiquid for Longer” in Private Equity
Private equity runs on exits. When exits slow down, everything else starts to feel tighter: fund timelines, liquidity planning, and even conversations with investors.
Is Your Deal Fair – and Safe? When to Get a Fairness or Solvency Opinion
In a complex transaction, closing the deal is only part of the challenge. Boards, special committees, executives, and counsel also need confidence that the process was sound, the economics are supportable, and the decision can withstand scrutiny after closing.
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Built for High-Stakes, Time-Sensitive Decisions
Whether facing tight deadlines, last-minute requirements, or heightened scrutiny, CBIZ delivers high-quality, defensible work with the speed and expertise your deal demands.
When transactions demand fiduciary scrutiny, recapitalization, or restructuring, you need more than a basic valuation. CBIZ’s senior-led team provides rigorous analysis, transparent reporting, and responsive service to support high-stakes decisions—quickly and reliably.
We go beyond transaction support to deliver strategic guidance—insights that impact where you are and where you're going next.