Funding Growth Marks Paneth is now part of CBIZ MHM with a combined national footprint and multi-disciplinary service model, presenting opportunities to cross-sell accounting, tax, and advisory solutions to existing clients across industries.

Expanded Capabilities Leverage the CBIZ Marks Paneth platform to offer integrated services beyond traditional accounting, including real estate, hospitality, not-for-profits, healthcare, manufacturing, and private wealth, expanding potential client opportunities.

Tech-Forward Highlight the firm’s recognized technology leadership and ongoing investments in digital tools and platforms as a differentiator to attract clients seeking modern accounting and advisory capabilities.

Leadership Development Promote leadership and management training initiatives like the Leadership Academy to potential clients as a value-add for organizations prioritizing employee development and succession planning.

Strategic Growth Target mid-market and regional growth opportunities in industries served by Marks Paneth, including real estate, hospitality, government, and healthcare, leveraging CBIZ/MHM scale for larger, multi-location engagements.