About This Deal

CBIZ acquired Kenneth Weiss & Company, P.C. (dba Weiss & Company), a transaction announced in December 2021.

San Diego provider of tax compliance and consulting services to family groups and individuals; added to Financial Services.

San Diego provider of tax compliance and consulting services to family groups and individuals; added to Financial Services.

Deal Terms

Acquirer
CBIZ
Target
Kenneth Weiss & Company, P.C. (dba Weiss & Company)
Value
Not disclosed
Date
December 2021
Type
Full acquisition
Status
Completed

Transaction Details

Announced
December 1, 2021

Advisors

Advisory firms were not disclosed for this transaction.

Related Deals & Entities

Sources: Press release ↗

See how VectorShift works for your firm

Request Demo