Executing a CPA Firm Acquisition Strategy

Recently Released!!!
Date Published: January 16, 2014
Summary PPT Deck: 21 Slides

Reference PPT Deck: 30 Slides

CBIZ was founded as International Alliance Services in 1996 and is based in Cleveland, OH. The firm has 100 offices, 4,000 employees, $766 million revenues, and is led by its CEO Steven Gerard. CBIZ is a public company trading on The New York Stock Exchange as CBZ. Its web site can be found at www.cbiz.com.

CBIZ's comprehensive Power Point deck below includes a synopsis of its history, including its key phases:
  • Troubles Phase
  • Scale Phase
  • Recent Phase
Its profile includes the key statistics of the organization, including its number of financial advisor firm acquisitions, offices, employees, revenues, & net profits.

Its profile includes detailed outlines of its core businesses:

  • Accounting & Auditing
  • Tax
  • Management Advisory Services
And its profile concludes with the highlights of its organizational structure & ownership.
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