CBIZ

#4683

Rank

$2.08B

Marketcap

United States

Country

Leadership team

Mr. Jerome P. Grisko Jr. (Pres, CEO & Director)

Mr. Ware H. Grove (Sr. VP & CFO)

Mr. Chris Spurio (Sr. VP & Pres of Financial Services Group)

Products/ Services

Management Consulting, Professional Services, Small and Medium Businesses

Number of Employees

1,000 - 20,000

Headquarters

Cleveland, Ohio, United States

Established

1987

Company Registration

SEC CIK number: 0000944148

Net Income

100M - 500M

Revenue

Above - 1B

Traded as

CBZ

Social Media

URL

https://www.cbiz.com

Overview

Location

Recognition and Award

References

Summary

CBIZ, Inc. provides financial, insurance, and advisory services in the United States and Canada. The company operates through three segments: Financial Services, Benefits and Insurance Services, and National Practices. The Financial Services segment offers accounting and tax, financial advisory, valuation, risk and advisory, and government healthcare consulting services. The Benefits and Insurance Services provides employee benefits consulting, payroll/human capital management, property and casualty insurance, and retirement and investment services. The National Practices segment offers information technology managed networking and hardware, and health care consulting services. It primarily serves small and medium-sized businesses, as well as individuals, governmental entities, and not-for-profit enterprises. The company was incorporated in 1987 and is headquartered in Cleveland, Ohio.

History

CBIZ was formed in 1987 from the merger of three regional agencies – F&H Benefit Group, National Benefit Consultants and Benefit Services Group. In 1997, CBIZ acquired Hill, Barth & King (HBK), which increased their presence in the Eastern United States. In 2000, they attained New England accounting firm Hoffman, Kronenberg, Martin & Sacks and started offering services in the Northeast region of the United States, as well as the East Coast. In 2010, CBIZ acquired the life and health insurance brokerage firm, Mally Financial Services. This acquisition allowed CBIZ to increase their presence in the health and life insurance markets. In 2013, CBIZ acquired First Call, a retirement services company; Priority Technology Holdings, a firm that developed cloud-based payroll technology; and Capstone Performance Systems, Inc., a life and health benefits administrator.

Mission

To provide exceptional advice and solutions that help our clients achieve their goals.

Vision

To be recognized by our clients as the premier provider of accounting, insurance and other professional business services and by our team members as their employer of choice

Key Team

Mr. Michael P. Kouzelos (Pres of Benefits & Insurance Services, Inc.)

Mr. John Aaron Fleischer (Sr. VP & Chief Information Officer)

Ms. Elizabeth Newman (Chief HR & Admin. Officer)

Mr. Michael W. Gleespen (Corp. Sec. & Gen. Counsel)

Mr. Mark M. Waxman (Sr. VP & Chief Marketing Officer)

Mr. Brian Carey (VP of Corp. Devel.)

Mr. Matthew Joseph Morelli (Chief of Staff)

Recognition and Awards

CBIZ has been a Top 10 Honoree for the NECUs Good Works Award for 2020. They have also been awarded the Growth 500 Fastest Growing Company award in 2019.