our business is growing yours

WE PLEDGE TO PROVIDE AN EXCEPTIONAL SERVICE

EXPERIENCE TO EVERY CBIZ CLIENT.

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

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

EMPLOYEE SERVICES

F I N A N C I A L S E R V I CE 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 & CASUALTYINSURANCE

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.

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 Individualsn IRS & State Audit Representation

Tax Consulting n Entity Selection & Tax Election n Estate & Retirement Planningn Federal Credits & Incentivesn International Taxationn Public Company Tax Consultingn State & Local Taxationn Tax Planning & Transaction

Structuring

Financial Advisory n CFO & Accounting Outsourcingn Family Office Servicesn Internal Controls Assessmentn Succession Planningn Credit Risk Advisory Services

Forensic & Financial Servicesn Corporate Recovery, Bankruptcy

Services & Creditors’ Rightsn Family Lawn Forensics & Investigative

Accountingn Litigation Support & Expert

Testimony

Valuationn Capital Asset Managementn Financial Valuationsn Machinery & Equipment Valuationsn Real Estate Valuations

Risk & Advisory Servicesn Internal Audit

– Outsourcing & Co-sourcing Services

– SOX Compliancen Enterprise Risk Management

– Business Continuity Managementn IT Audit Services

– Security Testing & Support– Strategic Management &

Operational Supportn Anti-Fraud Services – Data Miningn Accounts Payable & Telecom

Recovery Audits

Mergers & Acquisitionsn Seller Advisoryn Acquisition Advisoryn Management Buyout/

Recapitalization Advisoryn Raising Growth Capital

Focused Industry Services for n Constructionn Energy & Powern Financial Servicesn Health Caren Life Sciencesn Manufacturing, Retail & Distributionn Not-for-Profitn Professional Servicesn Private Equity & Venture Capitaln Real Estaten Technologyn Telecommunications

Audit, Review & Attest Services may be provided by Mayer Hoffman McCann P.C., a national, independent CPA firm.

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 Healthn Employee Benefits Strategic

Planning & Objective Settingn Benefit Plan Design, Benchmarking,

Plan Marketing & Negotiationsn Actuarial Support & Data

Managementn Health Care Reform Monitoring &

Expertisen Legislative & Compliance Supportn Ongoing Benefits Plan Management

& Administrationn Online Enrollment & Administrationn Employee Communications & Open

Enrollment Supportn Voluntary Benefits Consulting

Payrolln Human Resources Outsourcingn Payroll Administrationn HRISn Time & Attendance Solutionsn FSA/HRA Administrationn COBRA Administrationn Retirement/401(k) Servicesn CBIZ HRSolutions (HR on demand)n Payroll Tax Filing & Deposit Services

Human Capital Servicesn Executive Search/Recruitingn Compensation Consultingn Human Resources Consultingn Performance Managementn Career Transition Services

Retirement Plan Servicesn 401(k) & 403(b)n Executive & Key Person

Benefit Plansn Defined Benefit Plansn Actuarial Servicesn Investment Advisory Servicesn Employee Education &

Communicationn 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

Securityn Surety Bondingn Environmentaln Risk Management Servicesn Personal Insurance

– Home & Auto– Boat & Yacht– Valuable Articles

n Aircraftn International Protectionn Professional Liabilityn Alternative Risk/Captives

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 Planningn Business Succession, Exit &

Transition Planningn Executive & Corporate Benefitsn Longevity & Retirement Risk

Managementn Wealth Accumulation,

Protection & Distribution

REAL ESTATE SERVICES

n Strategic Planningn Space Programmingn Project Budgetingn Transaction Servicesn Lease Administrationn Lease Negotiationn Financial Analysisn Program/Project Managementn 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.

@cbz user/BizTipsVideoscbizservicescompany/cbiz

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our business is growing yours1-800-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.