Service to help you at every stage of the game.
Unique among professional service providers, CBIZ can convene the client service team necessary to match what you truly need at whatever stage of life or business lifecycle you've reached. We're not talking about presenting you with a list of services that you can choose from - we are talking about convening a client service advisory team brought together by your trusted CBIZ advisor to help you manage the big picture.
Take "succession planning" as an example.
You need a business consultant who can look at the transition issues for your business, a business valuation, risk mitigation like buy-sell agreements backed by insurance, perhaps some M&A assistance if you are considering selling your company, a tax specialist and financial planner to add strategic attention to tax impact and continued personal financial goal attainment . . . you get the picture.
Our thought is that for client service to be authentic, it must meet your whole need of the moment. Below are some additional examples. If you glimpse yourself or your business in these scenarios, give us a call or email. We can help.
Starting Your Business
Funding Options, Entity Formation, Cost Segregation, Agreements, Insurance Requirements, Accounting, Bookkeeping, Payroll, IT Advisory, Business Planning
Stabilizing Your Business
Qualified Plans (retirement, health), Tax Planning and Compliance, Strategic Planning, Systems Customization, Risk Mitigation, Outsourced Business Services
Growing Your Business - operational and strategic
Short and Long-term Goal Planning, Performance Management, Compensation Plans, Human Capital Services, Information Systems Analysis/Upgrade, Business Continuity Planning, Growth Funding and Acquisition, Governance and Fiduciary Risk Mitigation, Sarbanes Oxley Compliance, Internal Audit, Disaster Preparedness/Business Continuity
Getting Out of Your Business
Building Business Value, Succession Planning (Business and Principals), Funded Buy-Sell Agreement, Business Valuation, M&A Advisory, Transition of Business Value to Personal Wealth
Individual and Family Goal Planning, Wealth Building
Short-term Needs, Basic Financial Planning, First House, Life and Disability Insurance Needs, IRA/Roth IRA/401k, Education Funding (Trusts, 529 Plan), Retirement Funding, Second Home
Executive Wealth/Lifestyle Management
Wealth and Tax Planning, Tax-strategized Investing, Personal Risk Mitigation, Life Insurance, Long-Term Care Insurance, High Value Property and Casualty, Living in Retirement
Also visit www.CBIZ.com/MidAtlantic
Tax & Planning Guides Available for Download
2012-2013 CBIZ MHM Individual Tax Planning Guide
Navigating the Business Lifecycle: Tax Strategies for Success - coming soon!
CBIZ MHM At Your Service
No matter where you are in the scheme of things - startup to sale of business, first job to retirement, we are here to guide your planning and support your success.
Here's who we are and what we do.