CBIZ

CBIZ, Inc. is a management consulting firm based in Cleveland, Ohio, founded in 1987. The company provides a broad range of professional business services primarily tailored for small and medium-sized businesses, individuals, governmental entities, and not-for-profit organizations across the United States and Canada. Its offerings encompass financial services such as accounting, tax, financial advisory, and valuation, along with employee services that include health benefits, retirement planning, and payroll services. Additionally, CBIZ specializes in medical management services, aiding hospital-based physicians with coding, billing, and practice management, as well as revenue cycle optimization. The firm also supports various sectors, including healthcare, agribusiness, construction, and technology, through risk advisory, mergers and acquisitions, and real estate consulting. CBIZ is recognized as a member firm of Kreston International Ltd.

Manda Dinkel

Managing Director

John Fleischer

Chief Information Officer and Senior Vice President

Ware H. Grove

SVP and CFO

Kyle Ludwig

Managing Director, CBIZ Private Equity Advisory

Eric Martin

Managing Director

Kevin Nussbaum

Vice President of Client Development

Kelly O'Neil

Lead Managing Director

David Sibits

Senior Vice President, Strategic Initiatives

Chris Spurio

President and Senior Vice President

Past deals in Consulting

Optumas

Acquisition in 2021
Provider of healthcare consulting services intended to serve state government healthcare agencies. The company offers actuarial, advisory, benefit pricing, program changes and analytical assistance, thereby helping clients design efficient and effective healthcare reform initiatives and programs.

Middle Market Advisory

Acquisition in 2021
MMA provides tax compliance and consulting services to middle market companies and family groups in the real estate, automotive, technology and SAAS, construction, and manufacturing industries.

Brinig Taylor Zimmer

Acquisition in 2019
Brinig Taylor Zimmer is a specialized financial consulting firm providing forensic accounting, litigation consulting and business valuation services to a wide range of clients from individuals to small businesses and large publicly traded entities.

Gavion

Acquisition in 2019
Gavion LLC is an investment consulting firm based in Memphis, Tennessee, established in 2013. As a registered investment advisor, it offers a range of services to institutional clients, focusing on both traditional and alternative investment strategies. The firm specializes in policy reviews, strategy design, implementation, monitoring, evaluation, and reporting. Gavion also provides tactical recommendations and actions tailored to meet the specific needs of its clients. Since July 3, 2019, it has operated as a subsidiary of CBIZ Investment Advisory Services, LLC.

The Wenner Group

Acquisition in 2019
The Wenner Group, located in Denver, Colorado, specializes in accounting, tax, and consulting services tailored for small and mid-sized businesses. The firm is dedicated to helping clients navigate complex tax laws and financial transactions, ensuring compliance while optimizing tax strategies. With a wealth of practical experience, The Wenner Group equips businesses with the necessary tools to operate efficiently and grow sustainably, all while focusing on minimizing tax liabilities to enhance profitability.

InR Advisory Services

Acquisition in 2018
InR is a pension consultant and provider of investment advisory services for public- and private-sector clients, and non-profit organizations—providing customized retirement plans through an asset allocation model based on participant risk tolerance, projected retirement age, and other important factors

Laurus Transaction Advisors

Acquisition in 2018
Laurus provides buy-side and sell-side financial and accounting due diligence services for M&A transactions to private equity groups as well as public and private companies. Laurus has completed more than 650 financial and accounting due diligence engagements and projects for private equity groups and companies located throughout the U.S. Laurus recorded revenue of approximately $5.6 million in 2017 and will be combined with CBIZ's current Transaction Advisory Services group.

CMF Associates

Acquisition in 2017
CMF Associates, LLC, founded in 2002 and based in Philadelphia, Pennsylvania, specializes in mergers and acquisitions advisory, financial consulting, and executive search services. The firm offers a range of solutions, including financial due diligence, financial audit preparation, turnaround management, and assistance with information technology systems transitions. CMF Associates also focuses on organizational and cultural change management, as well as providing financial executive placement and project recruiting services. In 2017, CMF Associates became a subsidiary of CBIZ, Inc., enhancing its operational capabilities and reach in the consulting sector.

The Cottonwood Group

Acquisition in 2015
The Cottonwood Group provided pension plan consulting

Multiple Benefit Services

Acquisition in 2011
Multiple Benefit Services, founded in 1992 and based in Atlanta, Georgia, specializes in employee benefit consulting and support. The company serves a diverse clientele of 80 clients, which includes both Fortune 500 companies and smaller organizations with fewer than 100 employees across various industries, both nationally and internationally. With a workforce of 12 employees, MBS provides a range of advisory services that encompass healthcare product offerings, income and financial protection products, supplemental coverage options, and employee choice and empowerment services. Over the past year, the company has generated approximately $3.5 million in revenue.

Thompson Dunavant

Acquisition in 2011
Thompson Dunavant, the largest public accounting firm in Memphis, provides a broad range of assurance, tax, and consulting services to clients in a variety of industries. With over 100 team members, they have the size, experience and expertise to help their clients achieve success.

Goldstein Lewin & Co

Acquisition in 2010
Goldstein Lewin & Co. is a full service accounting and consulting firm; providing a broad spectrum of services including: tax planning and compliance, wealth preservation and estate planning, technology consulting, software consulting, accounting and auditing (including SEC and other regulatory agency compliance), business valuation, litigation consulting, financial planning through an affiliate and employee benefits consulting
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