Company Information

Get to know CBIZ Valuation Group

CBIZ Valuation Group is a specialized practice within CBIZ, Inc. (NYSE: CBZ), a leading national provider of financial, tax, and advisory services. Established as part of the larger CBIZ entity which was founded in 1996, the Valuation Group focuses on delivering objective and supportable valuation opinions for various purposes, including mergers and acquisitions, financial reporting (e.g., purchase price allocation, goodwill impairment), tax compliance, estate and gift planning, and litigation support. They serve a wide range of industries, from small and medium-sized businesses to large public corporations, leveraging their deep expertise to help clients make informed financial and strategic decisions.

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Financial Financial AdvisementPRIMARY
Financial Other Service

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CBIZ Valuation Group

United States

Founded in

1970 (56 Years)

Founded

Last online: No recent activity

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Regulated

Recommended

(78 reviews)

Cyprus

2009

(17 years)

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License

A Grade License

Issued by globally renowned regulators, these licenses ensure the highest trader protection through strict compliance, fund segregation, insurance, and regular audits. Dispute resolution and adherence to AML/CTF standards further enhance security.

B Grade License

Granted by respected regional regulators, these licenses offer robust safety measures such as fund segregation, financial reporting, and compensation schemes. Though slightly less strict than Tier 1, they provide dependable regional protection.

C Grade License

Issued by regulators in emerging markets, these licenses offer basic protections such as minimum capital requirements and AML policies. Oversight is less stringent, so traders should exercise caution and verify safety measures.

D Grade License

From jurisdictions with minimal oversight, these licenses often lack key protections like fund segregation and insurance. While attractive for operational flexibility, they pose higher risks to traders.

TrustFinance is not a licensed financial advisor and is not affiliated with any financial institutions in your region. We encourage you to do your own research before making any investment decisions.