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1 our business is growing yours

2 ABOUT CBIZ n One of the nation s leading: Accounting Providers Employee Benefits Specialists Property & Casualty Agencies Valuation firms Medical Management Practice firms Retirement Plan service providers Executive Search firms n Over 5,000 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 MULTIPLE SERVICES WITH A SINGLE FOCUS: YOUR SUCCESS Growth and Success. Efficiency and Profitability. 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. Employee Services EMPLOYEE BENEFITS RETIREMENT SERVICES PAYROLL / FLEX / COBRA PROPERTY & CASUALTY INSURANCE RISK MANAGEMENT WEALTH MANAGEMENT LIFE INSURANCE EXECUTIVE SEARCH COMPENSATION CONSULTING HUMAN CAPITAL SERVICES E M P L O Y E E S E R V I C E S F I N A N C C L I E N T I A L S E R V I C E S Financial Services ACCOUNTING TAX LITIGATION SUPPORT VALUATION INTERNAL AUDIT MERGERS & ACQUISITIONS FINANCIAL ADVISORY RISK & ADVISORY SERVICES CORPORATE RECOVERY FAMILY OFFICE SERVICES CBIZ also provides specialized services, including Real Estate Services and Health Care Services

5 FINANCIAL 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. Accounting, Tax & Advisory n Tax return compliance for: Businesses Partnerships Estates & Trusts Foundations & Tax-Exempt Organizations n Public company tax consulting n Year-end tax planning n Analysis of corporate, partnership, limited liability company & trust structures n Tax planning & structuring for complex financial &/or investment transactions n Tax planning & guidance regarding business divestitures, mergers & acquisitions n IRS & State audit representation & correspondence n Succession planning for closelyheld companies n International Taxation n Research & Experimentation Tax Credits n Energy Tax Credits n State & Local Taxation n Stock Option Consulting Focused Industry Services for Not-for-Profit, Health Care, Construction, Real Estate, Retail, Wholesale Distribution, Manufacturing, Architects & Engineers, Private Equity & Venture Capital, Law Firms & Other Professional Service Organizations Forensic & Financial Services n Commercial & Civil Litigation Support n Corporate Recovery n Board Advisory n Family Law n Forensics & Investigative Accounting n Payment Card Industry Compliance Valuation n Capital Asset Management n Financial Valuations n Machinery & Equipment Valuations n Real Estate Valuations n Expertise in the following industries: consumer products, energy & power, financial services, health care, technology, life sciences & telecommunications Internal Audit n Full Internal Audit Services Outsourcing, including risk assessment, audit plan development, execution of audit projects & reporting of audit risks n Partial Internal Audit Outsourcing for specialty skill sets, geographic coverage, or assistance with modification of the internal audit plan n Internal Audit Consulting Assist with development of a new internal audit function Assess existing internal audit functions & provide solutions for improving service Mergers & Acquisitions n Seller Advisory n Acquisition Advisory n Management Buyout/ Recapitalization Advisory n Capital Raising Financial Solutions n Family Office Business Services n Comprehensive Financial Planning n Estate & Retirement Planning n Investment Portfolio Review, Monitoring & Asset Allocation n Investment Consulting n Succession Planning n CFO & Accounting Outsourcing n Accounting Software Solutions Growth Management Services n Cash Forecasting & Management n Business Planning n Internal Controls Assessment n IT Assessments Audit & Attest Services may be provided by Mayer Hoffman McCann P.C., a national, independent CPA firm.

6 EMPLOYEE SERVICES 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. Group Health n Employee Benefits Plan Design & Consulting n Benefits Plan Management & Administration n Section 125 Plan Administration n Benefits Technology (Online Enrollment, Premium Admin) n Employee Communications n Voluntary Benefits Payroll n Payroll Administration n Cafeteria Plan Administration n Flexible Spending Account Administration n COBRA Adminstration n Workers Compensation Policy n Payroll/Human Resource System n Time & Attendance Services n Payroll Data Integration Services n Payroll Tax Filing & Deposit Services n Retirement/401(k) Services n CBIZ HRSolutions (HR on demand) Human Capital Services n Executive Search n Compliance n Strategic Advisory n Compensation Consulting n Training Programs Compliance Professional & Personal Development CBIZ University: online training n Human Resources Outsourcing n Performance Management Retirement Services n 401(k) 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/ Adminstration Property & Casualty n Commercial Insurance Lines, including general liability, automobile, property, flood, inland marine, crime/fidelity, workers compensation & umbrella n Executive & Financial Protection Directors & Officers Liability Employment Practices Liability n Surety Bonding n Risk Management Services n Personal Insurance - Home & Auto

7 HEALTH CARE SERVICES REAL ESTATE SERVICES WEALTH MANAGEMENT CBIZ Medical Management Professionals (CBIZ MMP) is a leading provider of physician billing services and flexible practice management solutions for hospital-based doctors and medical practices with specialty divisions for radiology, anesthesiology, emergency medicine, and pathology practices. n Medical practice management services n Physician billing n Accounts receivable management n Compliance n Hospital contract negotiation n Managed care contract review n Physician income distribution models n Hospital & health system consulting n Revenue cycle management & enhancement n Business performance consulting n HIPAA consulting & implementation n Managed care services n Medicaid eligibility n Medicare compliance n Third party reimbursements n Strategic planning CBIZ provides comprehensive and innovative real estate solutions with an unwavering belief in exclusively representing the interests of tenants, while maintaining full accountability throughout our client s occupancy. n Strategic Planning n Transaction Ser vices n Lease Administration n Program Management CBIZ Wealth Management is a national organization comprised of local consultants who deliver high quality, personal service. We provide advice on investments, insurance, and other planning solutions to high net worth individuals, business owners, and corporate clients. Our process-driven planning approach is proven, integrated, and objective as our wealth management professionals address the distinctive needs of each client. CBIZ Wealth Management offers various services to help clients meet their wealth management needs, including: n Investment Management n Financial Planning n Estate Planning n Tax Management

8 WE PLEDGE TO PROVIDE AN EXCEPTIONAL SERVICE EXPERIENCE TO EVERY CBIZ CLIENT. 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 voic and 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. 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. Copyright CBIZ, Inc. NYSE Listed: CBZ. All rights reserved. CBIZ-046, Rev. 5 our business is growing yours ASK-CBIZ NYSE Listed: CBZ Securities and investment advisory services offered through CBIZ Financial Solutions, Inc., member FINRA, SIPC and Registered Investment Adviser and CBIZ Wealth Management, LLC, Registered Investment Adviser CBIZ Financial Solutions, Inc. is a wholly-owned subsidiary of CBIZ, Inc.

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