CBIZ Service Capability Overview for Private Equity Firms
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CBIZ Service Capability Overview for Private Equity Firms



A group of CBIZ professionals recently issued a presentation to a private equity firm that introduced a number of CBIZ services across our entire service suite. .

A group of CBIZ professionals recently issued a presentation to a private equity firm that introduced a number of CBIZ services across our entire service suite. .



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CBIZ Service Capability Overview for Private Equity Firms Presentation Transcript

  • 1. ©Copyright 2007. CBIZ, Inc. NYSE Listed: CBZ. All rights reserve d. CBIZ, Inc. Service Overview Prepared Exclusively for Private Equity Firms January 2014
  • 2. Your CBIZ Team   CBIZ Human Capital Services & EFL Associates - Jay Meschke, President CBIZ Benefits & Insurance Services (Property & Casualty, Employee  (Accounting, Tax & Attest) - Benefits) -  Robert Kaelin, Regional President, Midwest/West P&C - Jeffrey Fosnough, Director of Business Development CBIZ Valuation Group, LLC - Kevin Moentmann, Managing Director CBIZ MHM of Kansas City   www.cbiz.com 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
  • 3. About CBIZ  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 www.cbiz.com
  • 4. Our Client-Centric Model www.cbiz.com
  • 5. Private Equity Lifecycle www.cbiz.com
  • 6. Portfolio Company Lifecycle Services from CBIZ www.cbiz.com
  • 7. CBIZ Human Capital Services Retained Executive Search Compensation Consulting Career Transition Services www.eflassociates.com  www.cbiz.com/hr  http://twitter.com/cbiz_hcs
  • 8. Retained Executive Search: EFL Associates  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. www.eflassociates.com  www.cbiz.com/hr  http://twitter.com/cbiz_hcs
  • 9. Compensation Consulting & Litigation Support  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 www.eflassociates.com  www.cbiz.com/hr  http://twitter.com/cbiz_hcs
  • 10. Compensation Consulting: Types of Services   Base Compensation Program Development Executive & Director Compensation Analyses  Sales Compensation Plans  Job Description Development & Maintenance  Online Performance Management  Reasonable Compensation Opinions (litigation support)  Fair Labor Standards Act (FLSA) Reviews  Defense Contract Audit Agency/Reasonable Compensation Opinions  Intermediate Sanctions Opinions (nonprofits)  Performance Management Program Design & Administration  Incentive Plan Design & Administration  Fair Pay/Equity Studies  Salary Administration www.eflassociates.com  www.cbiz.com/hr  http://twitter.com/cbiz_hcs
  • 11. Career Transition Services (Outplacement/CTS)  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 www.eflassociates.com  www.cbiz.com/hr  http://twitter.com/cbiz_hcs
  • 12. 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 www.eflassociates.com  www.cbiz.com/hr  http://twitter.com/cbiz_hcs
  • 13. Human Capital Services: Contacts Jay Meschke President, CBIZ Human Capital Services (KS) jmeschke@cbiz.com  913.234.1575 Mary Hobson Executive Vice President & Managing Director, EFL Associates (CO) mhobson@cbiz.com  720.200.7005 Carl McCutcheon Managing Director, EFL Associates (TX) cmccutcheon@cbiz.com  713.805.8521 Ed Rataj Managing Director, CBIZ Compensation Consulting Practice (MO) erataj@cbiz.com  314.692.5884 Angie Salmon Senior Vice President, EFL Associates (KS) asalmon@cbiz.com  913.234.1576 Karen Fenaroli Senior Vice President, EFL Associates (KS) kfenaroli@cbiz.com  913.234.1566 www.eflassociates.com  www.cbiz.com/hr  http://twitter.com/cbiz_hcs
  • 14. Human Capital Services: Contacts & Locations Allen Gross Vice President, EFL Associates, Life Sciences Practice (KS) agross@cbiz.com  913.234.1567 Jan Asnicar Vice President, EFL Associates, Higher Education Practice (KS) jasnicar@cbiz.com  913.234.1561 Dan Cummings Vice President, EFL Associates (CO) dcummings@cbiz.com  720.200.1765 Locations 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 www.eflassociates.com  www.cbiz.com/hr  http://twitter.com/cbiz_hcs
  • 15. CBIZ Benefits & Insurance Services, Inc. CBIZ Commercial Insurance Services Employee Benefits Insurance Property & Casualty Insurance
  • 16. Risk Management & 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 www.cbiz.com
  • 17. Areas of Expertise  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 www.cbiz.com
  • 18. Technology Risk  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 www.cbiz.com
  • 19. CBIZ Comprehensive Employee Benefit Services Deliver up-to-date law impacts specific to each client Analysis of risk exposure for employer mandates Compare current benefit strategy against industry & regional information M&A due diligence Complete compliance audit Conduct generational analysis & review employee communications & contracts Extensive HR & legal compliance Customized & branded wellness programs Every clean team includes a senior consultant, account executive, account manager, and claims representative CLIENT Risk assessments Turn-key health & productivity strategies Self-funding development Develop three year funding, plan design, technology, wellness, and financial metric strategies Predictive modeling Claims analysis www.cbiz.com
  • 20. CBIZ Benefits & Insurance Services: Contact Robert Kaelin Regional President, Midwest-West Phone: 913.234.1628  Email: rkaelin@cbiz.com Robert 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 Fosnough Director of Business Development Phone: 913.234.1007  Email: jfosnough@cbiz.com Jeff 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
  • 21. CBIZ Valuation Group, LLC www.cbiz.com
  • 22. CBIZ Valuation Group, LLC  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 www.cbiz.com
  • 23. CBIZ Valuation Group Services www.cbiz.com
  • 24. CBIZ Valuation Group, LLC: Contact Information Kevin Moentmann Managing Director of the Central Region Phone: 314.692.5835  Email: kmoentmann@cbiz.com Kevin 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
  • 25. CBIZ MHM of Kansas City Accounting, Tax & Attest www.cbiz.com
  • 26. Financial Services Capabilities  Due diligence support - Field reviews  Strength of earnings tests Acquisition analysis Attest services - Financial statement Audits and Reviews - Agreed-upon procedures - Forensic audits www.cbiz.com
  • 27. Financial Services Capabilities  Economic development incentives consulting - Tax credits - Other benefits / incentives  Grants Site selection State and local - Multi-state tax planning - Reverse sales tax audits - Sales tax compliance reviews - Property tax reviews www.cbiz.com
  • 28. Financial Services Capabilities  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
  • 29. CBIZ MHM of Kansas City: Contact Daniel Kjergaard Lead Managing Director Phone: 913.234.1000  Email: dkjergaard@cbiz.com Service 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) Schechinger Business Development Manager Phone: 913.234.1218 – Email: cschechinger@cbiz.com With 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
  • 30. CBIZ Retirement Plan Services http://retirement.cbiz.com
  • 31. CBIZ Retirement Plan Services  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 http://retirement.cbiz.com
  • 32. Six Primary Risk Areas of Plan Fiduciaries http://retirement.cbiz.com
  • 33. CEFEX Certification http://retirement.cbiz.com
  • 34. Credentials  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) www.cbiz.com
  • 35. CBIZ Retirement Plan Services: Contact Information Jack Keller Advisor & Consultant, CBIZ Retirement Plan Services Phone: 913.234.1000  Email: jkeller@cbiz.com Jack 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. http://retirement.cbiz.com
  • 36. CBIZ Payroll & Human Resources Outsourcing Services www.cbiz.com
  • 37. Payroll, Flex, Workers’ Compensation & 401(k)  Payroll Administration - Quarterly & Year-end Payroll Tax Preparation & Filing - Labor Management/Time & Attendance Solutions  Full payroll system functionality – reporting-writing, paycheck printing, and distribution 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.) www.cbiz.com
  • 38. HRIS, COBRA Administration  Flexible Spending Administration - Annual Plan Compliance - Online Capabilities for Employers & Participants  Premium Only Plan, Flexible Spending Accounts, Health Reimbursement Arrangements, and more. 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 www.cbiz.com
  • 39. CBIZ Human Resources Outsourcing  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 www.cbiz.com
  • 40. Human Resources Outsourcing Services  On-Boarding  HR Compliance  Benefits Administration  Performance Management  Leave of Absence Administration  Unemployment Services  Employee and Manager Relations  Compensation www.cbiz.com
  • 41. Human Resources Consulting Services  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 www.cbiz.com
  • 42. CBIZ Payroll Services: Contact Information Carrie Barth Director of Business Development Phone: 913-234-1859 – Email: cbarth@cbiz.com 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, SPHR HR Business Development Manager Phone: 314.692.5862  Email: cbissot@cbiz.com Claire 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
  • 43. Questions? www.cbiz.com