CBIZ Establishes National Financial Services Advisory Practice and Promotes Thomas Bonney as Leader
Move reflects CBIZ’s continued commitment to growing comprehensive suite of advisory solutions to better meet clients’ unique needs
CBIZ offers a comprehensive suite of financial advisory services designed to help C-suite executives and other decision makers address key business transactions, transitions and transformations, as well as analyze performance and risk management. CBIZ’s advisory practices have experienced rapid growth over the last four years, led by the combined efforts of the existing team and bolstered by a series of targeted acquisitions. Recognizing that clients are expanding their use of these comprehensive advisory services, CBIZ established a National Financial Services Advisory Practice to oversee these service lines under Bonney’s leadership.
“As a trusted advisor to our clients, the development of a top-tier national advisory platform is a top priority as businesses and individuals alike continue to rely on us to help navigate their increasingly complex financial challenges,” said
In his new role, Bonney’s focus will primarily be on driving value-added services for CBIZ’s clients on the financial services advisory platform. Specifically, he will be responsible for developing CBIZ Financial Services Advisory’s national go-to-market strategy, enhancing the practice’s sales and marketing capabilities and coordinating its efforts to acquire and integrate strategic consulting practices.
“I am honored to join the respected members of the
Bonney brings more than 30 years of experience in strategy, finance, operations, technology and business development to his new role. He joined CBIZ through its acquisition of
For more information about CBIZ Financial Services Advisory, please click here.