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October 31, 2016

The seventh annual Memphis Business Journal CFO of the Year Awards ceremony was held at the Holiday Inn at the University of Memphis on October 21st. The awards recognize outstanding financial professionals in the Mid-South for exceptional performance in their roles as corporate financial stewards.

The event began with coffee and breakfast for the more than 400 attendees. Breakfast was followed by a video introducing each of the nominees and the presentation to all winners. Winners were selected by a panel of judges that have all previously been named a CFO of the Year. The winners are as follows:

  • Private Company Less than $50 Million Annual Revenue
    • Michael Johnson, ALCO Management, Inc.
  • Private Company More than $50 Million Annual Revenue
    • Carolyn Stafford, NovaCopy, Inc.
  • Non-Profit Less than $20 Million Annual Revenue
    • Bob Wenner, The Wolf River Conservancy
  • Non-Profit More than $20 Million Annual Revenue
    • Paul Makris, Christ Community Health Services

HJ Weathersby, Former CFO for Dunavant Enterprises Inc., was given the honor of receiving the Lifetime Achievement Award for his service within the financial sector.

CBIZ MHM has been proud to sponsor these awards since their inception in 2010.

To see a full list of the finalists, click here.




October 26, 2016

In step five, it is important that a clear definition of the ideal buyer and the type of offer wanted exists. The final step of the Five Steps to Selling Your Business, co-authored by Dave Enick, is about being nimble to act efficiently to move the transaction from the initial offer to close. This step requires conducting sell-side due diligence, keeping the lines of communication open between the buyer and the seller, and being prepared to respond to the questions that arise during the deal process.

Consider the Market and Revisit Your Objectives

It is important to understand current market conditions as the close approaches and adjust for it proactively rather than in drawn out final negotiations.

Conduct Sell-Side Due Diligence

Sell-side diligence by a reputable firm will help speed up the buying process, especially with buyers who are used to seeing diligence reports.

Execute with Precision

Once the ideal buyer has been identified, meet with the team to discuss what they want to see in the letter of intent and what items are critical to the success of the transaction.

Complete the Sale

Planning for the entire sales process, from maximizing the value of the business through the post-deal transition can help execute a business deal that meets objectives.

For more information about the five steps to selling your business, contact Dave Enick at denick@cbiz.com or 727.572.1400.



October 25, 2016

CBIZ & MHM Memphis partnered with Evans Petree PC on October 19th to host a roundtable discussing the new overtime regulations. The goal was to inform employers on how these changes will affect their business and the way that they choose to operate with their employees.

Co-presenters Ed Rataj of CBIZ Human Capital Services in St. Louis and Chip Cavagnaro of Evans Petree PC led a powerful discussion followed by a question and answer segment to the more than 50 attendees.

Cavagnaro began the presentation by giving a legislative overview of the revisions to the Fair Labor Standards Act. He continued to explain the things that would change based on the new rule and also discussed the exemptions. The legislative overview was followed by a discussion of how the rule would affect a number of specific industries.

Rataj stepped in for the second half of the presentation to help attendees understand the smartest way to implement the new legislation within the workplace. Through statistics and graphs, Rataj was able to show how to analyze alternatives.

For more information on how to best implement the new regulation in your office, please visit here or contact Ed Rataj at erataj@cbiz.com

 




October 20, 2016

CBIZ MHM is pleased to announce the appointment of Nathan Smith to CBIZ’s National Tax Office (NTO), the central resource for the CBIZ MHM tax practice.  The NTO provides technical training, updates on new and changing legislation, consulting on complex matters, and oversight of the practices’ quality assurance measures. Through these activities, the NTO takes a leading role in generating tangible planning ideas and solutions and producing thought leadership materials to assist our clients in achieving their desired goals.

Prior to joining the NTO, Nathan spent more than 13 years as a Tax Senior Manager for the Tampa Bay office focusing on tax consulting and compliance for large corporations and partnerships. Nathan will be returning as a NTO Director and will have a wide variety of responsibilities including the following:

  • Researching and analyzing industry and Federal tax developments
  • Leading the development of practice aids and tactical approaches to responding to industry and Federal tax developments in a variety of subject matter areas
  • Strategizing with Managing Directors regarding tax planning in connection with existing client service plans, including facilitating client service teams in the client opportunity planning process
  • Leading data mining initiatives to identify segments of the client base that are ideal candidates
For questions regarding how the NTO helps our firm and can assist your business, please contact Nathan Smith at Nate.Smith@CBIZ.com.



October 19, 2016


As part of CBIZ & MHM’s Executive Roundtable Series, the Tampa Bay office is hosting a Post-Election Tax & Business Update roundtable. 2016 will be the 58th Presidential Election for the United States, and the only certainty is that we will have a new president for the next four years occupying the White House.

This seminar will discuss the potential impact the election results have on tax reform and other prominent business issues. Bill Smith, Managing Director for CBIZ MHM’s National Tax Office, along with a panel of local key executives will provide their opinions and insight on key races and the expected impact on businesses post-election day.

The seminar will take place November 16th at the Tampa Club and will qualify for 2 hours of CPE credit.    

For more information and to register:
http://www.cbiz.com/postelectiontampa

Stay tuned for future posts about our panelists and topics leading up to the event.



October 19, 2016

On Saturday October 1st, a group of employees from the Memphis office volunteered to help with registration and accounting aspects at the JDRF One Walk, a one mile walk to raise money and awareness for the millions affected by Type 1 Diabetes (T1D). The walk was held at the newly redesigned Shelby Farms Park.

Many of the teams brought tents, chairs, and music to set-up in the center of the field at Shelby Farms Park where most of the excitement took place. One of the crowded favorites was the aerialists that performed after the walk, one of which was diagnosed with T1D at just 2 years old.

Members of #teamcbiz helped to check people in at the registration table and provide a welcoming attitude to many families that have children struggling with Type 1 Diabetes. The Memphis office's own, Vicki Bari, helped to calculate the overall money count for the 2016 JDRF One Walk. This year, the event raised over $460,000!

CBIZ & MHM Memphis is always proud to be a part of community events like this one. It is great to see many different people unite over making the world a better place, especially a place without Type 1 Diabetes.

To learn more about community involvement at CBIZ MHM Memphis, please contact Sadie Williams, the Memphis office Community Involvement Chair, at SJWilliams@cbiz.com.




October 11, 2016

Behind every successful company or nonprofit, there’s a hard-working board of directors. CBIZ MHM Tampa Bay is proud to be a presenting sponsor for the Tampa Bay Business Journal’s 2016 Outstanding Directors Awards, celebrating the best of the boards. The second annual event recognizes four public and privately held companies and four nonprofit organizations for their vital behind-the-scenes roles in ensuring effective corporate governance that leads to success.

Join us in honoring Tampa Bay’s 2016 Outstanding Directors at their awards program on November 3rd. For more information or to register, click here.

The full list of honorees was announced on the Tampa Bay Business Journal website. Here are the Outstanding Directors for 2016:

Public company board:

Manitowoc Foodservice Inc.

WellCare Health Plans Inc.

 

Private company board:

AgileThought

Dex Imaging Inc.

 

Nonprofit board:

Central Florida Behavioral Health Network

Children’s Dream Fund

Crisis Center of Tampa Bay

Early Learning Coalition of Manatee County

 

Lifetime Achievement Award:

Richard Gonzmart, The Columbia Restaurant Group




October 5, 2016

CBIZ MHM Tampa Bay was a sponsor at the 2016 Collaborative Law Training event earlier this month. The three day training seminar was held at Loew’s Hotel in downtown Chicago. The training was geared towards lawyers, mental health professionals, and financial advisors who have participated in collaborative cases.

The seminar included presentations on managing conflicting emotions in collaborative practice, interactive presentations focusing on ethical issues, and challenges and opportunities in collaborative practice. The event concluded with Tampa Bay Managing Directors Mike Lewis and Anthony Phillips presenting on team dynamics and team dysfunctions.

Our Tampa Bay Forensic and Financial Services Group have participated in numerous collaborative divorce cases by serving as the financial neutral. To explore how to engage CBIZ MHM for your collaborative team, contact Mike Lewis at 813.594.1400 or Mlewis@cbiz.com or Anthony Phillips at 813.594.1400 or Anthony.phillips@cbiz.com.



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