Global expansion CBIZ is accelerating its global delivery footprint by expanding India operations and acquiring BINDZ, creating offshore and nearshore opportunities to offer scalable accounting, tax, and advisory services to Marcum and CBIZ clients.

AI enabled platform The development of an agent native operating platform with Microsoft Foundry, Copilot Studio and Copilot integrates AI across workflows. This creates sales opportunities for AI enabled analytics, automated financial processes, and digitized advisory offerings that can be bundled as higher value services.

Middle market cross-sell CBIZ targets middle market clients across multiple industries; with Marcum under CBIZ there is a strong path to cross sell accounting, tax, advisory, benefits, insurance and technology services to existing clients, increasing wallet share and expanding service lines.

Market footprint CBIZ has more than 10,000 team members across 160 locations in 21 markets. Leverage this breadth to pursue multi location sector focused engagements in financial services, technology, manufacturing and not for profits, as well as regional expansions.

Tech modernization needs Marcum CBIZ clients typically require data integration, cloud migration, ERP optimization, cybersecurity, and HR payroll solutions. The current tech stack including AWS Glue, Azure SQL and UKG positions us to offer modernization, data analytics, and cloud based finance transformation engagements.