CLEVELAND, September 1, 2021 / PRNewswire / – CBIZ, Inc. (NYSE: CBZ) (“the Company”), a leading provider of financial, insurance and advisory services, announced that its wholly owned subsidiary CBIZ MHM Northern California , LLC acquired the assets of Shea Labagh Dobberstein (“SLD”) of San Francisco, California, effective September 1, 2021. In conjunction with this transaction, Mayer Hoffman McCann PC, a national independent CPA firm, announced the acquisition of the attestation assets of SLD.
CBIZ, Inc. and Mayer Hoffman McCann PC are parties to an alternative practice structure. The two companies are separate and independent legal entities that work together to meet the business needs of clients.
With offices in San Francisco, San Mateo and Walnut Creek, SLD has provided a full range of accounting, tax and professional advisory services to private businesses, individuals and non-profit organizations throughout the San Francisco Bay Area since 1944. SLD has approximately 95 employees. $ 30 million in annual turnover.
Jerry Grisko, President and CEO of CBIZ, said: “We continue to invest in opportunities through California as part of our long-term strategy to better establish our brand, increase our presence and expand our reach along the West Coast. In LTC, we have found a partner with a complementary range of services and customers, a team of experts and a long-standing commitment to exceptional customer service. We look forward to working with SLD to expand service offerings to their existing customers and to capitalize on opportunities to accelerate growth. I am delighted to welcome the SLD team to CBIZ. “
James R. Dobberstein, from SLD, said: “Joining CBIZ is an important step for our clients and our team. This decision allows us to offer additional services to meet client needs while providing growth and development opportunities to our team members. the cultural fit that we found with CBIZ. We share an unwavering commitment to customer service and the growth of our business by cultivating relationships. ”
Allan D. Koltin, CEO of Koltin Consulting Group, advised the two firms on the advisability of meeting. Koltin said, “SLD has been diligent in its efforts to identify the right partner who would improve the customer experience, expand opportunities for its professionals and continue to grow. SLD selected CBIZ because it checked all of the boxes. Alignment with values and a strong customer focus made it a natural fit. “
CBIZ, Inc. is a leading provider of financial, insurance and business advisory services through United States. Financial services include accounting, tax, government healthcare consulting, transaction consulting, risk consulting, and valuation services. Insurance services include benefits consulting, pension consulting, property and casualty insurance, payroll and human capital consulting. With more than 100 company offices in 31 states, CBIZ is one of the largest providers of insurance accounting and brokerage services in the United States. For more information visit www.cbiz.com.
SOURCE CBIZ, Inc.