Matt Taylor

Sharpshooter
DISC Type : DC

Managing Director at CBIZ

Houston, Texas, United States

Overview

Matt Taylor is an Assurance Services Managing Director at CBIZs Houston office, where he also co-leads the Capital Markets practice for the Central Region. A seasoned professional with deep global experience, he has provided audit and advisory services in Malaysia, Singapore, the Netherlands, and Abu Dhabi. He holds an MS from Texas A&M University.

His extensive international career includes leading audit engagements for multinational companies in the manufacturing, technology, and renewable energy sectors across Asia and Europe.

Personality Overview

Precise But Practical

ROI Driven

Thorough Evaluator

They are not focused on building rapport and relationships.  More than the product, they care about the effectiveness of the product. They respond well to strong and respectful communication.

Topics They Care About

Capital Markets
Co-leads the Capital Markets Industry practice for CBIZ's Central Region and actively posts about developments like the new Texas Stock Exchange.
Corporate Tax Strategy
He shares forward-looking tax resources, indicating a focus on helping businesses prepare for future legislative and regulatory changes.
Global Assurance
Has significant international experience, having worked in Malaysia, Singapore, the Netherlands, and the UAE, serving multinational corporations.

Media Appearances

Matt has no verified media appearances

Work History

11-2024
Managing Director at CBIZ
11-2024
Shareholder at CBIZ CPAs P.C.
11-2024
Partner at Marcum LLP
7-2017 - 12-2020
Partner at PwC
7-2016 - 6-2017
Executive Director at PwC

Education

MS from Mays Business School - Texas A&M University
BBA from Mays Business School - Texas A&M University

More Information

Social Presence :

Prographics :

Exp : 10 Location : Houston, Texas, United States Job Level : Mid-senior Designation : Managing Director at CBIZ
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Insights For Selling To Matt

During A Call Or A Meeting

DO's

  • Hold your ground without indulging in one-upmanship
  • When negotiating terms, help them build an impression that they are the ones calling the shots
  • Refer to testimonials from well-known industry leaders

DONT's

  • Don’t focus on process and rules, give the impression of being a ‘gets it done’ person
  • Do not back off when challenged, respond with a confident, objective answer instead
  • Don’t be in a rush to invite them for a social meet and greet

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Matt is

  • Confidence in impact is paramount to them, followed by a sense of achievement and ROI.
  • Will you ever get a clear answer from Matt

  • If they are not convinced, they will have no hesitation in telling you the same.

Insights For Deal Planning

    How fast (or slow) will Matt move?

  • They can take decisions very fast if you manage to convince them.
  • Can Matt take some risk or not?

  • The risks don’t matter much to them.

You And Matt

Personality Compatibility


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