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