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August 22, 2016

On Thursday, August 18th the CBIZ MHM, LLC Kansas City Transaction Advisory Services (TAS) Practice held a wine tasting event to introduce our national TAS capabilities and our local experts. Members of the CBIZ National TAS Practice, David Stagliano, Managing Director, CBIZ MHM Philadelphia, and Luke Snyder, Director, CBIZ MHM Philadelphia, joined local team members in a brief presentation on the CBIZ TAS capabilities and expertise. 

In addition to a meet and greet session with some of the local and national practitioners, the more than 50 guests in attendance enjoyed a wine tasting featuring a variety of wines provided by Royal Liquors and ample time to connect with peers and local entrepreneurs in possible buy/sell situations and/or looking for capital investment.

The Kansas City TAS group will continue host events on a quarterly basis.

For more information on this event, TAS or to get added to our TAS distribution list, contact Alex Elliott.










November 16, 2015

This year’s Florida ACG Capital Connection Conference took place November 10-12 attracting more than 400 attendees to the Diplomat Resort & Spa in Hollywood. The CBIZ Transaction Advisory Services (TAS) group was present and sponsored charging stations at the event.

Our TAS group helps clients stay connected to their goals throughout the transaction process by tailoring a full range of solutions to the unique needs and concerns related to the transaction at hand. CBIZ takes a scalable approach to every transaction to help you address the unique value drivers of your deal.

CBIZ is one of the nation’s leading accounting services providers delivering national expertise combined with highly personalized service at the local level.  We provide due diligence, transaction structuring, valuation, cash flow modeling, risk mitigation and credit risk services to potential buyers and sellers so they can make informed decisions regarding complex transactions.

Contact Dave Enick, Southeast Transaction Advisory Leader, for more information on how to make the most of your transactions.




June 25, 2015

Dave Enick, Managing Director of CBIZ MHM Tampa Bay is featured in a CBIZ Biz Tips video, “Ensuring a Strategic Fit in Today’s M&A Market.” The video provides insights into what you need to look for, both internally and externally, with your business to ensure success in the M&A market.

Do you have a plan in place for selecting a strategic advisor for your M&A transaction? Learn more about best practices by watching this video:


If you have further questions about transactions or deal flow, feel free to contact
Dave Enick, CBIZ MHM Managing Director, at 727.572.1400 or denick@cbiz.com.




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