Expansion Opportunity CBIZ MHM in Memphis is part of a larger national firm that recently expanded through a significant acquisition in 2024, suggesting growing capacity and potential cross-sell of audit, tax, valuation, and business consulting services to Marcum LLP clients and other mid-market prospects.

Mid‑Market Focus Operating in the mid‑market with revenue targets and a footprint in multiple industries (A/E/C, Healthcare, Not‑For‑Profit, Real Estate, etc.) presents opportunities to tailor bundled services such as audit, tax, and advisory offerings to specific sector needs and expansion plans.

Technology Leverage The firm’s tech stack includes metrics and data tools (MetricStream), analytics and potentially blockchain capabilities, offering a platform to pitch enhanced risk management, compliance, and digital transformation services to clients seeking technology-driven efficiency.

Local Expertise Memphis office emphasizes local service delivery with a large team for a market of 51–200 employees at the firm level, enabling sales conversations around personalized, responsive service and industry-specific expertise that aligns with regional growth goals.

Growth Signals Publicized revenue growth trends for CBIZ across segments, including acquisitions and ongoing earnings activity, indicate a company in a growth phase which can be leveraged to position scalable solutions, cross‑sell opportunities, and strategic partnerships with decision‑makers evaluating expansion.