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Unipres U.S.A. Employee Benefits Brokerage and Consulting Services RFP
Section I Company Profile
1. Tell us about your company’s history, growth, ownership structure (public vs. private, etc.) and the office that will
serve our account. How does your organization distinguish itself from competitors in the area of employee benefit
program consulting? Describe the area(s) of expertise for which your organization is known.
Company Overview
CBIZ, Inc. provides professional business services that help clients better manage their finances and employees.
CBIZ provides its clients with financial services including accounting, tax, financial advisory, government health care
consulting, risk advisory, real estate consulting, and valuation services. Employee services include employee
benefits consulting, property and
casualty insurance, retirement plan
consulting, payroll, life insurance,
HR consulting, and executive
recruitment. With 100 offices in 34
states, CBIZ is one of the largest
accounting, insurance brokerage
and valuation companies in the
United States.
CBIZ History and Financial Performance
CBIZ has been operating as a professional services organization since 1997. We have grown and prospered by
acquiring highly successful accounting, benefits, valuation, and other service firms throughout the U.S. Since August
2006, CBIZ stock has been publicly traded on the New York Stock Exchange under the ticker symbol "CBZ." We have
made several key acquisitions in each of the past several years, and each has performed well, despite the lackluster
economy. CBIZ completed three acquisitions during 2015 and one so far in 2016. During 2014, we completed six
acquisitions. In 2013, we successfully integrated nine acquisitions and in 2012 we completed two additional
acquisitions. Our financial condition remains strong, and we are well positioned for future growth.
For the year ending December 31, 2015, we achieved revenue growth of 4.3% over 2014. For the year ending
December 31, 2014, we achieved revenue growth of 6.2% over 2013. Our 2015 Annual Report can be provided
upon request and 2016 financial results can be found on our company website at the end of each quarter.
Visit
www.cbiz.comand go to the "Investors" tab to find all of our SEC filings.