cbiz service capability overview for private equity firms

CBIZ, Inc.

January 2014

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Service OverviewPrepared Exclusively for

Private Equity Firms

CBIZ Human Capital Services & EFL Associates- Jay Meschke, President

CBIZ Benefits & Insurance Services (Property & Casualty, Employee Benefits)

- Robert Kaelin, Regional President, Midwest/West P&C

- Jeffrey Fosnough, Director of Business Development

CBIZ Valuation Group, LLC- Kevin Moentmann, Managing

Director

Your CBIZ Team

www.cbiz.com

CBIZ MHM of Kansas City (Accounting, Tax & Attest)- Daniel Kjergaard, Lead

Managing Director- Christian Schechinger, Business

Development Manager CBIZ Retirement Plan Services

- Jack Keller, Advisor & Consultant

CBIZ Payroll Services & Human Resources Outsourcing- Carrie Barth, Director of

Business Development- Claire Bissot, Senior Consultant

CBIZ, Inc. (NYSE: CBZ), is an $680 million professional services company

headquartered in Cleveland, Ohio

- CBIZ is the largest provider of multi-specialty professional service offerings to

businesses – the proverbial “one stop shop”

- Operates more than 130 offices, employing

5,000 associates throughout the United

States

About CBIZ

www.cbiz.com

Our Client-Centric Model

www.cbiz.com

Private Equity Lifecycle

www.cbiz.com

Portfolio Company Lifecycle Services from CBIZ

www.cbiz.com

CBIZ Human Capital Services

Retained Executive SearchCompensation ConsultingCareer Transition Services

www.eflassociates.com www.cbiz.com/hr http://twitter.com/cbiz_hcs

Three offices: Kansas City, Denver, and Houston

Ranking: top two percent of 2,500 firms, nation-wide

Body of work: 4,000 search projects; 48 states, 250 cities, and six foreign countries

Clients: Start-ups to Fortune 100

Specialty Practices: Board Services, Financial Services companies, Nonprofit organizations,

Life Sciences firms, Public Pension Funds, Higher Education institutions, Engineering and

Construction companies, Energy/Power concerns, Chief Financial Officers (et. al.)

Functional disciplines: All types - Board Members, General Management (CEO),

Finance/Accounting, Chief Investment Officers, CIO (Technology), HR, Sales/Marketing, et., al.

Retained Executive Search: EFL Associates


Nationwide practice

Competes against major players such as The Hay Group, Towers

Watson, and Mercer

Headquartered in St. Louis, Missouri

Clients:

- All types, all industries

- Fortune 500, VC start-ups, nonprofits, colleges/universities,

school districts, governmental entities

Compensation Consulting & Litigation Support


Base Compensation Program

Development

Executive & Director

Compensation Analyses

Reasonable Compensation

Opinions (litigation support)

Defense Contract Audit

Agency/Reasonable

Compensation Opinions

Fair Pay/Equity Studies

Salary Administration

Compensation Consulting: Types of Services Sales Compensation Plans

Job Description Development &

Maintenance

Online Performance Management

Fair Labor Standards Act (FLSA)

Reviews

Intermediate Sanctions Opinions

(nonprofits)

Performance Management Program

Design & Administration

Incentive Plan Design & Administration


Assists companies when rightsizing employee populace or when confronted with

employee termination issues

Focus: C-level executives

Orientation: similar to executive coaching

Headquartered in Kansas City

Career Transition Services (Outplacement/CTS)


Provides displaced, downsized and terminated employees with the tools and

assistance individuals need to manage an orderly transition to a new position in a

minimum amount of time*

- Dealing with job loss

- Resume preparation

- Job search strategy and campaign execution

- Interview skills

- Networking

- Negotiations

* Service is engaged and paid for by the employer

Career Transition Services (Outplacement/CTS)


Jay MeschkePresident, CBIZ Human Capital Services (KS)[email protected] 913.234.1575

Carl McCutcheonManaging Director, EFL Associates (TX)[email protected] 713.805.8521

Angie SalmonSenior Vice President, EFL Associates (KS)[email protected] 913.234.1576

Human Capital Services: ContactsMary HobsonExecutive Vice President & Managing Director, EFL Associates (CO)[email protected] 720.200.7005

Ed RatajManaging Director, CBIZ Compensation Consulting Practice (MO)[email protected] 314.692.5884

Karen FenaroliSenior Vice President, EFL Associates (KS)[email protected] 913.234.1566


Allen GrossVice President, EFL Associates, Life Sciences Practice (KS)[email protected] 913.234.1567

Jan AsnicarVice President, EFL Associates, Higher Education Practice (KS)[email protected] 913.234.1561

Dan CummingsVice President, EFL Associates (CO)[email protected] 720.200.1765

Human Capital Services: Contacts & LocationsLocations

11440 Tomahawk Creek Parkway

Leawood, Kansas 66211

913.234.1560

625 Maryville Center

St. Louis, Missouri 63141

314.692.2249

8181 E. Tufts Avenue, Suite 600

Denver, Colorado

303.779.1724

4615 Southwest Freeway, Suite 300

Houston, Texas 77027

713.871.1118


CBIZ Benefits & Insurance Services, Inc.

CBIZ Commercial Insurance ServicesEmployee Benefits Insurance

Property & Casualty Insurance

CBIZ Commercial Insurance Services is a consulting practice that provides advice

and counsel on clients’ insurance and risk management programs.

CBIZ Commercial Insurance Services will:

- Review operations and exposures

- Review existing insurance program

- Provide suggestions for improvement

- Aggressively negotiate coverage plans with top insurers

- Customize a Risk Management Service Plan that meets your objectives

Risk Management & Insurance

www.cbiz.com

Insurance Specialties

- Property and Business Interruption

- General and Professional Liability

- Workers’ Compensation

- Executive Risk

Risk Management Specialties

- Risk Identification

- Loss Control

- Claims Management

- Disaster Recovery Planning

Actuarial Support

Alternative Risk

Areas of Expertise

www.cbiz.com

CBIZ Risk Management & Insurance is well positioned to consult with private

equity firm and their family of companies

We have developed:

- A service team versed in the unique risk profiles of Technology companies

- A strong Technology client base

- Relationships with all the major insurance companies with Technology divisions

Technology Risk

www.cbiz.com

CBIZ Comprehensive Employee Benefit Services

www.cbiz.com

Deliver up-to-date law impacts specific to each client

Analysis of risk exposure for employer mandates

M&A due diligence

Complete compliance audit

Extensive HR & legal compliance

Customized & branded wellness programs

Risk assessments

Turn-key health & productivity strategies

Self-funding development

Predictive modeling

Claims analysis

Develop three year funding, plan design, technology, wellness, and financial metric

strategies

Every clean team includes a senior

consultant, account executive, account

manager, and claims representative

Compare current benefit strategy against industry &

regional information

Conduct generational analysis & review employee

communications & contracts

CLIENT

CBIZ Benefits & Insurance Services: Contact Robert KaelinRegional President, Midwest-WestPhone: 913.234.1628 Email: [email protected] Kaelin leads a team of experienced risk management and insurance professionals who are dedicated to helping clients make informed decisions about their risks. He has over 24 years of experience in the insurance and risk management industry, including 11 years in his current position with CBIZ. Kaelin’s specialties include Property and Casualty Insurance and Risk Management for Real Estate, Railroad Transportation, Construction and Worker’s Compensation. Robert graduated from Pittsburg State University (KS) with a Bachelor of Business Administration.

Jeffrey FosnoughDirector of Business DevelopmentPhone: 913.234.1007 Email: [email protected] joined CBIZ in 2009 as the Director of Sales. Fosnough focuses on attracting key accounts and promotion and coordination of innovative market based solutions. He earned a Bachelor of Arts degree in Political Science/International Relations from the University of Missouri-Columbia.

www.cbiz.com

CBIZ Valuation Group, LLC

www.cbiz.com

A national company that excels as a premier full-service valuation advisory firm

specializing in business and tangible asset valuation, financial advisory and

litigation support services

CBIZ Valuation Group is known for its comprehensive services (financial, real estate

and machinery and equipment), industry expertise and professionalism.

As one of the largest independent valuation firms in the United States, CBIZ

Valuation Group has handled assignments for some of the nation’s largest

companies

We represent a national, high quality, full-service, cost-competitive alternative to our

competitors

CBIZ Valuation Group, LLC

www.cbiz.com

CBIZ Valuation Group Services

www.cbiz.com

CBIZ Valuation Group, LLC: Contact InformationKevin MoentmannManaging Director of the Central RegionPhone: 314.692.5835 Email: [email protected] Moentmann’s responsibilities include managing all aspects of financial consulting, valuation and litigation assignments as well as business development, staff management and overall firm development for the region.

Moentmann has served the valuation industry for approximately 25 years. He is experienced in the valuation of businesses for merger and acquisitions, employee stock ownership plans, litigation support, financial reporting, shareholder disputes, marital dissolution, estate tax and estate planning purposes. He also values other financial instruments, including debt, preferred stock, warrants and options. Kevin works with privately held businesses as well as Fortune 100 companies and has valued both foreign and domestic entities ranging in size from less than $500,000 in sales to over $1 billion. His valuation experience encompasses numerous industries, including health care, retail, restaurant, printing and manufacturing industries. He has facilitated dozens of transactions. His efforts range from consulting buyers/sellers regarding value to assisting buyers/sellers in the negotiation process to facilitating the complete transaction (identification of buyers/sellers, valuation, negotiation, tax structure, due diligence, etc.).

Moentmann earned his Master of Business Administration degree from Washington University and his Bachelor of Business Administration degree from the University of Missouri-Columbia. He is a CFA charterholder, as awarded by the CFA Institute, and a member of the CFA Institute.

www.cbiz.com

CBIZ MHM of Kansas City

Accounting, Tax & Attest

www.cbiz.com

Due diligence support

- Strength of earnings tests

- Field reviews

- Acquisition analysis

Attest services

- Financial statement Audits and Reviews

- Agreed-upon procedures

- Forensic audits

Financial Services Capabilities

www.cbiz.com

Economic development incentives consulting

- Grants

- Tax credits

- Other benefits / incentives

- Site selection

State and local

- Multi-state tax planning

- Reverse sales tax audits

- Sales tax compliance reviews

- Property tax reviews


www.cbiz.com

Income tax planning

- Obamacare tax

- Componentization

- Tax rate optimization

- International structures

- Captive insurance programs

- Estate planning

- Restructuring

- Mergers and acquisitions

Retirement plan administration – consulting and compliance

Internal audit reviews


www.cbiz.com

CBIZ MHM of Kansas City: Contact Daniel KjergaardLead Managing DirectorPhone: 913.234.1000 Email: [email protected] Specialties: Comprehensive Accounting and Consulting Corporate Tax Consulting Entrepreneurial Business Consulting Benefit Plan Consulting Merger and Acquisitions Personal Financial Planning Industry Specialties: Agribusiness Retail Wholesale Distribution Manufacturing Real Estate Advertising Insurance .

Education: B.S., Accounting, St. John’s College Professional Designations Certified Public Accountant - Missouri and Kansas Missouri Society of Certified Public Accountants American Institute of Certified Public Accountants Financial Executives Institute, Kansas City Chapter Association for Corporate Growth, Kansas City Chapter

Christian (Chris) SchechingerBusiness Development ManagerPhone: 913.234.1218 – Email: [email protected] over 15 years of experience in helping businesses with their tax, audit and accounting needs. Chris serves a wide range of clients in several different industries, ranging from property management, technology, financial, retail and manufacturing. Schechinger has a passion for establishing long term business relationships and earning the trust of organizations and business leaders and strives to be a trusted advisor and resource to his clients and prospects.

www.cbiz.com

CBIZ Retirement Plan Services

http://retirement.cbiz.com

CBIZ Retirement Plan Services provides compliance and consulting services to

Qualified Plan Sponsors

Risk Management process helps our clients ensure compliance, reduce fiduciary

risks, and improve results of their Plan

3(21) and 3(38) Registered Investment Advisory (co-fiduciary)

Independent Advisory will work with existing service provider in order to achieve

these benefits

Plan Sponsor consulting services, not selling products to individuals

CBIZ Retirement Plan Services


Six Primary Risk Areas of Plan Fiduciaries


CEFEX Certification


Highly credentialed team dedicated to retirement plan consulting: CFP, CPA, QKA, QPA, MBA, CEBS, FSA, EA, RPA, AIR®

Provides consulting on qualified plans with assets in excess of $70 billion

Provides consulting services to 30+ publicly traded companies

Provides consulting services on 30+ retirement plan platforms

Provides Fiduciary Tools to Plan Sponsors through our comprehensive retirement plan consulting services

Strong commitment to business demonstrated by depth of resources available to assist plan sponsors with the compliance and administrative issues of their plan (i.e., ERISA counsel on retainer, professional associations and technical resources)

Ranked “Best of the Best” retirement plan advisors by PLANSPONSOR magazine

Recognized as one of the most influential advisors in defined contribution business (401kwire.com)

Credentials

www.cbiz.com

CBIZ Retirement Plan Services: Contact Information

Jack KellerAdvisor & Consultant, CBIZ Retirement Plan ServicesPhone: 913.234.1000 Email: [email protected] Keller is a Business Development Consultant for CBIZ Retirement Plan Services in Kansas City. Jack works to grow and strengthen the practice of service new and existing clients by developing strategies, processes, and resources best suited to meet the needs of our clients today and tomorrow. His responsibilities include listening to and understanding the unique and evolving needs of clients individually and collectively.

Keller graduated from the University of Kansas with a Bachelor’s degree in Finance. He is a Series 6 and 63 Registered Representative and a Series 65 Investment Advisor Representative. He has earned the Retirement Plans Associate (RPA) designation through programs sponsored by a partnership of the International Foundation of Employee Benefit Plans and the Wharton School of the University of Phoenix.


CBIZ Payroll & HumanResources Outsourcing Services

www.cbiz.com

Payroll Administration

- Full payroll system functionality – reporting-writing, paycheck printing, and distribution

- Quarterly & Year-end Payroll Tax Preparation & Filing

- Labor Management/Time & Attendance Solutions

- Data Management - 401(k), Workers Compensation, etc.

HR Information System (CBIZ EMS)

- Employee self-services

- Electronic and self-service benefits management

- Applicant Tracking

- Performance Management

- Much more! (Benefit statements, workflows, reporting, etc.)

Payroll, Flex, Workers’ Compensation & 401(k)

www.cbiz.com

Flexible Spending Administration

- Premium Only Plan, Flexible Spending Accounts, Health Reimbursement

Arrangements, and more.

- Annual Plan Compliance

- Online Capabilities for Employers & Participants

- Take Care Debit Card

COBRA Administration

- Online COBRA management services

- Collection, processing & remittance of all premiums collected

- Documentation handling, including letters & notices to participants, eligibility &

participation reports, and monthly activity reports

HRIS, COBRA Administration

www.cbiz.com

Human resources can overwhelm an employer, taking significant, critical time

away from core business functions. By utilizing a customized outsourcing

solution, employers are able to devote their internal resources to achieving

bottom-line results

- Our experienced professionals are dedicated to meeting employer's needs with our

in-depth resources and extensive experience in providing solutions to businesses

like yours

CBIZ is a preferred partner because of our ability to build and implement a

customized strategy to address your specific challenges and goals through our

wide array of services and cost effective solutions

CBIZ Human Resources Outsourcing

www.cbiz.com

On-Boarding

HR Compliance

Benefits Administration

Performance Management

Leave of Absence Administration

Unemployment Services

Employee and Manager Relations

Compensation

Human Resources Outsourcing Services

www.cbiz.com

HR Due Diligence for acquisitions

HR Assessments

- Compliance

- Processes

HR Start-up Toolkits for New Businesses

Employee Opinion Surveys

Creation of Employee Handbooks

HR-related Trainings and CBIZ University

Human Resources Consulting Services

www.cbiz.com

CBIZ Payroll Services: Contact InformationCarrie BarthDirector of Business DevelopmentPhone: 913-234-1859 – Email: [email protected] Carrie Barth has over 11 years of experience in the employee services field and she joined CBIZ Payroll in 2005. She has a very good understanding of what companies are looking for and is an advocate for her clients. Her expertise is around Payroll Outsourcing, Human Resource Information Systems, Time and Attendance, Hiring Incentives, Background Checks, Retirement Plan Needs, COBRA, and FLEX. Carrie holds a Life & Health Insurance license since 2006 and is a graduate of Kansas State University. Claire Bissot, SPHRHR Business Development ManagerPhone: 314.692.5862 Email: [email protected] Bissot is a Senior Professional of Human Resources with a broad range of experience in HR, including strategic planning, compliance, employee relations, performance management, and day-to-day administration. She posses a comprehensive understanding and expertise in human resources as well as general business practices and relationship-building as a consultant for multiple companies ranging in size and industry. Bissot is a graduate of the University of Georgia’s Terry College of Business.

www.cbiz.com

Questions?

www.cbiz.com

cbiz service capability overview for private equity firms

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