April 28, 2016

Prescription for Growth: $5 million in State Incentives

Client Profile

Annual Revenue: More than $78 billion
Industry: Marketing
Geographic Footprint: National with headquarters in Kansas City metro
Ownership Structure: Closely-held private company

IssueCBIZ tax incentive professionals identify tax opportunities.

A marketing firm serving the health and pharmaceutical industry was experiencing rapid growth. The company needed to add employees and invest in equipment and new building leases. It wanted to explore whether to expand its current office spaces in several cities, consolidate operations or move to new locations.


CBIZ identified cash reimbursements in the form of grants for training the company’s new employees and state and local tax incentives that could alleviate the firm’s tax liability.

Our team of state and local tax professionals worked with the company to estimate its job creation and capital investment, by location, over a five-year period. We negotiated with state and local partners to generate offers for each site. After exploring offers in five states, the company accepted two of the incentive packages, and we assisted the company through the application process and coordinated the reimbursements for training and other expenses that the firm incurred.


The company received sales tax exemptions almost immediately, investment tax credits after the first year of expansion and job creation incentives within six months of hiring. The combined estimated benefit to the client exceeded $5 million. The assistance we continue to provide ensures all program metrics and deadlines are met, and the company receives the full benefits that were initially offered.

Assistance from Start to Finish

Discover how our full-scale approach to state and local tax benefits maximizes your incentive offerings.

Download our case study

CBIZ MHM is the brand name for CBIZ MHM, LLC, a national professional services company providing tax, financial advisory and consulting services to individuals, tax-exempt organizations and a wide range of publicly-traded and privately-held companies. CBIZ MHM, LLC is a fully owned subsidiary of CBIZ, Inc. (NYSE: CBZ).

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