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.

Manda Dinkel

Managing Director

John Fleischer

Chief Information Officer and Senior Vice President

Ware H. Grove

SVP and CFO

Kyle Ludwig

Director

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 Accounting

Marcum

Acquisition in 2024
Marcum LLP is a prominent independent public accounting and advisory services firm based in New York City, with a presence in major business markets across the United States and select international locations, including Grand Cayman, China, and Ireland. Established in 1951, the firm specializes in serving middle-market companies, privately held businesses, high-net-worth individuals, and nonprofit organizations. Marcum offers a comprehensive range of services, including traditional tax, accounting, and assurance services, as well as advisory, valuation, and litigation support. The firm is known for its industry-focused practices, providing specialized services across various sectors such as real estate, healthcare, manufacturing, and private equity. Additionally, Marcum delivers technology solutions, wealth management, and executive search services, positioning itself as a versatile partner for clients seeking to achieve their business objectives.

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), one of the oldest and most well-respected accounting firms in San Francisco, provides a full spectrum of professional accounting, auditing, tax and consulting services to privately-held businesses, individuals and nonprofit organizations. Northern California business community has recognized SLD for having the deep expertise and specialized resources of a national firm, coupled with the personalized attention of a San Francisco-based advisor. SLD has developed extensive knowledge of the issues facing clients’ industries. SLD’s service approach is based on year-round, open and responsive communication. The firm is positioned to offer the best of both worlds: the deep expertise and dedicated resources of a national firm, with the personalized attention of a regional advisor.

The Wenner Group

Acquisition in 2019
The Wenner Group provides accounting, tax and consulting services to small and mid-sized businesses. we are a full-service accounting firm committed to providing our clients the best possible service. In our world of complicated tax laws and intricate financial transactions, it is important to choose the right accounting firm for your particular needs.

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.
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