CBIZ
CBIZ, founded in 1987 and headquartered in Cleveland, Ohio, is a professional services firm that offers a diverse range of business solutions primarily to small and medium-sized enterprises, individuals, governmental entities, and not-for-profit organizations in the United States and Canada. The company's services include accounting, tax advisory, financial consulting, litigation support, and real estate advisory. Additionally, CBIZ provides employee services such as group health plans, retirement planning, payroll services, and human capital management. It also specializes in medical management for hospital-based physicians and offers technology consulting, risk advisory, and mergers and acquisitions services across various sectors, including healthcare, construction, and technology. Through its subsidiaries, CBIZ delivers tailored solutions to meet the unique needs of its clients while maintaining a strong commitment to service excellence.
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Past deals in Accounting
Marcum
Acquisition in 2024
Marcum is a prominent accounting and advisory firm established in 1951, specializing in serving middle-market companies and high net worth individuals. Headquartered in New York City with offices across the U.S. and internationally, Marcum offers a wide range of services including tax planning, assurance, advisory services, valuation, litigation support, and industry-specific practices.
Erickson Brown & Kloster
Acquisition in 2024
Erickson Brown & Kloster is an accounting firm that specializes in comprehensive financial services. It offers business accounting, tax planning and preparation, and QuickBooks services. Additionally, the firm provides resources and tools for financial planning, including calculators and strategies for investments and estate planning. They also cater to small businesses with their accounting services.
Marks Paneth & Shron LLP
Acquisition in 2022
Marks Paneth & Shron LLP is a firm providing certified public accountant and financial services.
Shea Labagh Dobberstein
Acquisition in 2021
Shea Labagh Dobberstein (SLD) is a prominent accounting firm based in San Francisco, California, renowned for its comprehensive range of professional accounting, auditing, tax, and consulting services tailored for privately-held businesses, individuals, and nonprofit organizations. Established as one of the oldest firms in the region, SLD is recognized within the Northern California business community for combining the expertise and resources typical of a national firm with the personalized service characteristic of a local advisor. The firm has developed in-depth knowledge of the unique challenges faced by various industries, enabling it to provide targeted solutions. SLD emphasizes year-round open communication and responsiveness, ensuring that clients receive attentive service and support throughout the year.
The Wenner Group
Acquisition in 2019
The Wenner Group is a Denver-based firm that specializes in providing accounting, tax, and consulting services tailored for small and mid-sized businesses. With a commitment to delivering high-quality service, the company leverages its extensive experience in accounting and tax compliance to help clients navigate complex financial regulations. The Wenner Group aims to support the growth and operational success of its clients while implementing strategies to minimize tax liabilities, thereby helping businesses retain profits and enhance their financial health.
Thompson Dunavant
Acquisition in 2011
Thompson Dunavant is the largest public accounting firm in Memphis, providing assurance, tax, and consulting services to clients across a variety of industries. With more than 100 team members, the firm combines size, experience, and expertise to help clients achieve success.
Goldstein Lewin
Acquisition in 2010
Goldstein Lewin & Co. is a comprehensive accounting and consulting firm based in South Florida, specializing in a diverse range of services. The firm provides tax planning and compliance, wealth preservation and estate planning, as well as technology and software consulting. In addition, Goldstein Lewin offers accounting and auditing services, which include compliance with SEC regulations and other regulatory agencies. The firm also engages in business valuation and litigation consulting, ensuring a thorough approach to financial matters. Through its affiliate, Goldstein Lewin extends its offerings to include financial planning and employee benefits consulting, making it a full-service provider for both individual and corporate clients.
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