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CBIZ INC (CBZ)

Industrials · Professional services and management consulting for middle-market businesses · NYSE

A consolidator of regional professional services firms delivering integrated accounting, tax, advisory, benefits, and technology solutions to middle-market businesses through 140+ locations nationwide.

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What CBIZ INC does

CBIZ is a leading professional services advisor to middle-market businesses nationwide, offering integrated services across accounting, tax, advisory, benefits, insurance, and technology solutions. With over 9,500 team members across more than 140 locations in 23 major markets, the company combines local expertise with national resources. CBIZ operates through three practice groups: Financial Services, Benefits and Insurance Services, and National Practices, delivering actionable insights to help clients navigate growth and address critical business needs. The company pursues a growth-by-acquisition strategy, acquiring regional firms to strengthen market presence, expand service offerings, and access talent.

Themes: ["Accounting and tax compliance","Financial advisory and transaction services","Employee benefits and payroll","Cybersecurity and IT services","Government and healthcare consulting","Insurance brokerage services","Middle-market professional services"]

Fundamentals

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Key risks (from latest filing)

["Integration risks from aggressive acquisition strategy; company has completed numerous acquisitions and must successfully integrate acquisitions to maintain growth and client relationships","Talent retention and recruitment challenges; the company depends on highly skilled professionals and competes in a tight labor market for specialized advisors across accounting, tax, and technology services","Regulatory and compliance exposure; independence restrictions, state accountancy laws, and regulations governing audit/attest services and professional licensing create operational constraints"]

See CBZ's biggest risks from its latest 10-Q →

Competitors & peers

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Fundamentals: Finnhub, as of 2026-07-10. Filings: SEC EDGAR. Prices are delayed daily-close data.

Last updated 2026-07-09.

Informational only — NOT financial advice. All figures are delayed daily-close data from SEC EDGAR & Finnhub, shown with their as-of date.