With offices in major metropolitan areas and suburban cities across the nation, CBIZ helps businesses grow and succeed by helping them better manage their finances and their employees.

1. our business
is growing yours

2. ABOUT CBIZ
n One of the nation’s leading:
• Accounting Service Providers
• Brokers of Employee Benefits
and Property Casualty
Insurance
• Valuation Firms
n Nearly 4,000 employees nationwide
n Publicly traded on NYSE: CBZ

3. With offices in major metropolitan areas and suburban cities across the
nation, CBIZ helps businesses grow and succeed by helping them better
manage their finances and their employees.
Major Metropolitan Market
Local Office

4. E
M
PLOYEE SERVIC
ES
F
IN
A N C I A L S E R V I C
E
S
C L I E N T
Financial Services
ACCOUNTING TAX
FINANCIAL ADVISORY
GOVERNMENT HEALTH CARE
CONSULTING
RISK ADVISORY SERVICES
VALUATION
LITIGATION SUPPORT
MERGERS ACQUISITIONS
REAL ESTATE ADVISORY
SERVICES
Employee Services
EMPLOYEE BENEFITS
PROPERTY CASUALTY
INSURANCE
RETIREMENT SERVICES
PAYROLL / FLEX / COBRA
LIFE INSURANCE
EXECUTIVE SEARCH
COMPENSATION CONSULTING
HUMAN CAPITAL SERVICES
It’s likely these goals are top priorities for
your business. It’s also likely that the daily
distractions of financial and employee issues
diminish your ability to focus on those goals.
CBIZ enables you to dedicate your time to
critical business matters by providing custom
solutions that help you manage your finances
and employees.
We offer clients exceptional quality and diverse
capabilities with the personal attention your
business needs and deserves, all with a single
focus: your success.
MULTIPLE SERVICES WITH A SINGLE FOCUS: YOUR SUCCESS
Growth and Success.
Efficiency and Profitability.

5. FINANCIAL ACCOUNTING SERVICES
With today’s complex business challenges, you need more than a service provider. You need a partner
who looks at the whole picture in order to provide the solutions you need to accomplish your business
goals. Our professionals value client interaction and strive to build a relationship as your trusted
business advisor. At CBIZ, we have the expertise, resources and business acumen necessary to
deliver the services and solutions that will give you that extra competitive edge.
Tax Compliance
n Tax Return Preparation for:
– Businesses
– Estates Trusts
– Tax-Exempt Organizations
– Business Owners
High Net Worth Individuals
n IRS State Audit Representation
Tax Consulting
n Entity Selection Tax Election
n Estate Retirement Planning
n Federal Credits Incentives
n International Taxation
n Public Company Tax Consulting
n State Local Taxation
n Tax Planning Transaction
Structuring
Financial Advisory
n CFO Accounting Outsourcing
n Family Office Services
n Internal Controls Assessment
n Succession Planning
n Credit Risk Advisory Services
Forensic Financial Services
n Corporate Recovery, Bankruptcy
Services Creditors’ Rights
n Family Law
n Forensics Investigative
Accounting
n Litigation Support Expert
Testimony
Valuation
n Capital Asset Management
n Financial Valuations
n Machinery Equipment Valuations
n Real Estate Valuations
Risk Advisory Services
n Internal Audit
– Outsourcing Co-sourcing
Services
– SOX Compliance
n Enterprise Risk Management
– Business Continuity Management
n IT Audit Services
– Security Testing Support
– Strategic Management
Operational Support
n Anti-Fraud Services – Data Mining
n Accounts Payable Telecom
Recovery Audits
Mergers Acquisitions
n Seller Advisory
n Acquisition Advisory
n Management Buyout/
Recapitalization Advisory
n Raising Growth Capital
Focused Industry Services for
n Construction
n Energy Power
n Financial Services
n Health Care
n Life Sciences
n Manufacturing, Retail Distribution
n Not-for-Profit
n Professional Services
n Private Equity Venture Capital
n Real Estate
n Technology
n Telecommunications
Audit, Review Attest Services
may be provided by Mayer Hoffman
McCann P.C., a national, independent
CPA firm.

6. EMPLOYEE SERVICES PROPERTY CASUALTY
CBIZ understands that your people are your greatest asset. That’s
why we offer services to assist you with all facets of managing
your employees. CBIZ is uniquely positioned to help control your
employee costs – all while enabling you to attract and retain the
best talent and promoting employee satisfaction.
As one of the largest publicly-
owned property and casualty
insurance brokers in the country,
CBIZ provides objective advice
and effective solutions to the
entire spectrum of risks you face.
Group Health
n Employee Benefits Strategic
Planning Objective Setting
n Benefit Plan Design, Benchmarking,
Plan Marketing Negotiations
n Actuarial Support Data
Management
n Health Care Reform Monitoring
Expertise
n Legislative Compliance Support
n Ongoing Benefits Plan Management
Administration
n Online Enrollment Administration
n Employee Communications Open
Enrollment Support
n Voluntary Benefits Consulting
Payroll
n Human Resources Outsourcing
n Payroll Administration
n HRIS
n Time Attendance Solutions
n FSA/HRA Administration
n COBRA Administration
n Retirement/401(k) Services
n CBIZ HRSolutions (HR on demand)
n Payroll Tax Filing Deposit Services
Human Capital Services
n Executive Search/Recruiting
n Compensation Consulting
n Human Resources Consulting
n Performance Management
n Career Transition Services
Retirement Plan Services
n 401(k) 403(b)
n Executive Key Person
Benefit Plans
n Defined Benefit Plans
n Actuarial Services
n Investment Advisory Services
n Employee Education
Communication
n IRS DOL Compliance/
Administration
n Commercial Insurance Lines,
including general liability,
automobile, property, business
income, flood, inland marine, crime/
fidelity, workers compensation
umbrella
n Executive Financial Protection
– Directors Officers Liability
– Employment Practices Liability
– Privacy, Data Breach Cyber
Security
n Surety Bonding
n Environmental
n Risk Management Services
n Personal Insurance
– Home Auto
– Boat Yacht
– Valuable Articles
n Aircraft
n International Protection
n Professional Liability
n Alternative Risk/Captives

7. LIFE INSURANCE SOLUTIONS
CBIZ Life Insurance Solutions
is a national network of highly
qualified and credentialed
life insurance planning
professionals that focuses on
the unique needs of high net
worth individuals, business
owners and corporate clients.
Clients receive superior results
from being offered choice,
objectivity and the best possible
solutions.
We provide specific planning
expertise in:
n Wealth Transfer Estate Planning
n Business Succession, Exit
Transition Planning
n Executive Corporate Benefits
n Longevity Retirement Risk
Management
n Wealth Accumulation,
Protection Distribution
REAL ESTATE SERVICES
n Strategic Planning
n Space Programming
n Project Budgeting
n Transaction Services
n Lease Administration
n Lease Negotiation
n Financial Analysis
n Program/Project Management
n Move Coordination
CBIZ Gibraltar Real
Estate Services provides
comprehensive and innovative
real estate solutions with
an unwavering focus on
exclusively representing the
interests of tenants, while
maintaining full accountability
throughout our client’s
occupancy.

8. @cbz user/BizTipsVideoscbizservicescompany/cbiz
©Copyright2013.CBIZ,Inc.NYSEListed:CBZ.Allrightsreserved.•CBIZ-046,Rev.7
our business is growing yours
1-800-ASK-CBIZ • www.cbiz.com • NYSE Listed: CBZ
Securities and investment advisory services offered through CBIZ Financial Solutions, Inc.,
member FINRA, SIPC and Registered Investment Adviser
CBIZ Financial Solutions, Inc. is a wholly-owned subsidiary of CBIZ, Inc.
• Individual Attention: We will treat each client with the utmost care; we will develop and
maintain a strong personal relationship; we will provide service with a commitment to
professionalism, trust and the highest level of personal and professional integrity.
• Responsive: We will respond to a client’s urgent need immediately; we will return all
voicemail and e-mail communications within 24 hours; we will deliver and review all work
product on a timely and as agreed basis.
• Proactive: We are committed to understanding the goals and needs of our clients, responding
to such needs with our best service, advice and products. We will strive to provide our clients
with innovative solutions and opportunities to improve and grow their business.
WE PLEDGE TO PROVIDE AN EXCEPTIONAL SERVICE
EXPERIENCE TO EVERY CBIZ CLIENT.
OUR GUARANTEE: IF YOU ARE NOT SATISFIED WITH OUR
RESPONSIVENESS AND THE SERVICE WE HAVE PROVIDED, TELL US
IMMEDIATELY–WE WILL CORRECT THE SITUATION TO YOUR SATISFACTION.