PHILIP WILSON
MANAGING DIRECTOR
CBIZ
WHY: Former managing partner at Marcum LLP’s Costa Mesa office before it was acquired by CBIZ Inc. in November 2024 in a cash-and-stock transaction valued at $2.3B. Industries served: construction, life sciences, medical devices, technology, manufacturing, distribution, cannabis, retail, SEC.
IN THE NEWS: Combined annualized revenue of both companies is $2.8B, creating the largest full-service professional services advisor of its kind in the U.S.
NOTABLE: No. 13-ranked accounting firm in OC with 143 employees. Of those, 64 are CPAs.
