Our Industry-Leading Financial Services Team
CBIZ is a nationally ranked provider of accounting, advisory, insurance and other professional services for U.S. businesses. As a public company, we have the financial strength and capital resources to make significant investments in people, solutions and technology that many firms lack. Our business model has allowed us to manage through COVID-19 without the need for furloughs, compensation cuts or reductions in workforce.
Our Reach
Our Offerings
Our Industry Expertise
Distinctions We're Proud Of
Our Locations
Atlanta
Boca Raton
Boston
Chicago
Cleveland/Akron
Denver
Irvine
Indianapolis
Kansas City
Los Angeles
Memphis
Minneapolis
Nashville
New York City
Philadelphia
Phoenix
Providence
Salt Lake City
San Diego
San Francisco
Seattle
St. Louis
Tampa Bay
Manufacturing
Real Estate
Not-for-Profit
Retail
Construction
Forbes - America's Best Mid-Size Employers
Fortune 100 Best Companies to Work For
National Top 11 Accounting Provider
Leading Private Equity Consulting Practice
Leading Government Health Care Consulting Practice
The Benefits of Joining CBIZ
If the culture is not right, nothing works. At CBIZ, you and your team would enjoy:
- A firm laser-focused on its clients, people and communities
- Work-life balance with a focus on professional and personal growth
- Amplification of your entrepreneurial mindset
- Leadership roles with additional growth opportunities for you and your team
- No mandatory retirement age
Our valuation model gives us the capacity to monetize your years of work with a high degree of certainty and immediate high-cash value. Our deals are typically structured such that sellers receive capital gains treatment. You deserve to receive value for what you have built:
- 50% or more paid upfront
- Balance paid on multi-year earnout when reasonable growth targets are achieved
- Proceeds paid using a mix of cash (80+%) and CBIZ stock
- Value based on past and future performance
Our team has a winning mindset and is committed to growth, which is why we have:
- A collaborative approach to setting goals and achieving growth
- Added capabilities and dedicated teams that allow you to better serve clients and grow business
- National Business Development & Sales Team: generating new opportunities and business growth
- Practice Management Office: leveraging data analytics tools to drive operational excellence and profitability
- Experienced HR, Marketing, Finance, Legal and IT Resources: growing talent, brand and revenue while removing the administrative burdens of running your own firm
An Exceptional Experience
With decades of acquisition experience under our belt, we have a robust and thorough process that enables a seamless transition into our One CBIZ culture. Firms that have joined our team have described the experience as transparent, honest, growth-oriented and collaborative. These shared values – and the ongoing involvement of our leadership team – serve as core tenets from our first conversation to the years of partnership to come.
Don't just take our word for it...
We have been part of the CBIZ family for nearly ten years. Whether it involves accessing technical expertise in areas such as State and Local Tax or utilizing national branding and marketing materials, being part of CBIZ has allowed us to continue to grow in terms of both the size and reputation of our practice.
Bill Tapp, Senior Managing Director | Tampa
CBIZ has been the ideal partner for us. Everything they shared with us during the sales process they have stuck to fully. CBIZ continues to allow us to operate our business and at the same time provide the support necessary to accelerate profitable growth. Our transaction has truly been a win/win.
Seth Goldblum, Managing Director | Philadelphia
CBIZ’s straight forward transparency throughout each step in the acquisition process demonstrates how their culture values mutual accountability and trust. CBIZ provided a path for us to successfully integrate, grow and provide new opportunities to our clients and staff.
Dan Seff, Senior Managing Director | Colorado
Our transaction with CBIZ was extremely successful. From a financial standpoint, our partners were able to receive the value of our firm through sales proceeds while not reducing future earnings potential. Also, the integration process was very respectful to our Firm’s culture and identity.
Scott Wragg, Senior Managing Director | New England
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