Business Description

CBIZ, Inc. is a United States-based provider of financial, insurance, and advisory services primarily targeting middle-market businesses. The company offers a broad suite of professional services, including accounting, tax preparation, benefits consulting, property and casualty insurance brokerage, and human resources solutions. It operates an alternative practice structure with the independent CPA firm CBIZ CPAs P.C., allowing it to deliver comprehensive tax and consulting services while maintaining regulatory audit independence.

Everything on CBIZ, Inc.

Revenue (FY2025) $2.76B
YoY growth +52.1%
Operating margin 8.5%
Direction Expanding
Gross margin 12.9%
Net margin 4.2%

Earnings Transcripts

View all transcripts ↗

Leadership & board

View leadership ↗
Rick L. Burdick — Chair of the Board (Non-Executive), Independent Director View full profile ↗ Gina D. France — Independent Director View full profile ↗ Jerome P. Grisko, Jr. — President & Chief Executive Officer; Director View full profile ↗ Richard T. Marabito — Independent Director View full profile ↗ Kathy A. Raffa — Independent Director View full profile ↗ A. Haag Sherman — Independent Director View full profile ↗ Todd J. Slotkin — Independent Director View full profile ↗ Benaree Pratt Wiley — Independent Director View full profile ↗ Rodney A. Young — Independent Director View full profile ↗ Brad Lakhia — Senior Vice President & Chief Financial Officer View full profile ↗ Michael P. Kouzelos — President, Benefits and Insurance Services View full profile ↗ Chris Spurio — Former President, Financial Services View full profile ↗ Ware H. Grove — Former Senior Vice President & Chief Financial Officer View full profile ↗

Acquisitions

CBIZ, acquires Marcum LLP — Acquisition · 2024 View full deal ↗ CBIZ, acquires Marks Paneth LLP — Acquisition · 2022 View full deal ↗ CBIZ, acquires Erickson, Brown & Kloster LLC (EBK) — Acquisition · 2024 View full deal ↗ CBIZ, acquires CompuData, Inc. — Acquisition · 2024 View full deal ↗ CBIZ, acquires Educational & Institutional Insurance Administrators, Inc. (EIIA) — Acquisition · 2024 View full deal ↗ CBIZ, acquires Hoover Financial Advisors, Inc. — Acquisition · 2024 View full deal ↗ CBIZ, acquires Danenhauer and Danenhauer, Inc. — Acquisition · 2023 View full deal ↗ CBIZ, acquires Somerset CPAs and Advisors — Acquisition · 2023 View full deal ↗ CBIZ, acquires Pivot Point Security (PPS) — Acquisition · 2023 View full deal ↗ CBIZ, acquires Ickovic and Co. PC — Acquisition · 2023 View full deal ↗ CBIZ, acquires American Pension Advisors, Ltd. (APA) — Acquisition · 2023 View full deal ↗ CBIZ, acquires Stinnett & Associates, LLC — Acquisition · 2022 View full deal ↗

Share Repurchase Program

Total authorized
Up to 5.0 million shares of common stock (program renewed annually for the past twenty years). On February 11, 2026 the Board authorized continuation of the program effective March 31, 2026, resetting the pool to 5.0 million shares and expiring one year later (March 31, 2027).
Remaining (as of December 31, 2025)
2,562,000 shares (maximum shares that may yet be purchased under the then-current plan)
Latest FY repurchased
$160.0 million (2.4 million shares) under the Share Repurchase Program in FY2025 - $109.1 million (1.5 million shares) via the Right of First Refusal Agreement and $50.9 million (0.9 million shares) in the open market; plus $7.8 million (0.1 million shares) repurchased to settle statutory employee tax withholding on vested awards.

Named Competitors

Independent contractors

Customer Concentration

The Company's client base consists of a large number of geographically diverse customers dispersed throughout the United States; thus, concentration of credit risk with respect to accounts receivable is not significant. No single-customer revenue concentration is disclosed in the FY2025 10-K.

Recent SEC Filings

2026-07-29 Reported quarterly results View filing ↗
2026-07-29 Other event View filing ↗
2026-07-29 Entered a material agreement (+2 more) View filing ↗
2026-05-15 Shareholder vote results View filing ↗
2026-04-29 Reported quarterly results View filing ↗
2026-02-25 Reported quarterly results View filing ↗
2026-02-17 Other event View filing ↗
2026-01-14 Leadership change (directors/officers) View filing ↗
2025-11-17 Amended charter/bylaws (+1 more) View filing ↗
2025-10-29 Reported quarterly results View filing ↗
2025-07-30 Reported quarterly results View filing ↗
2025-05-16 Shareholder vote results View filing ↗

More Companies

See how Top Bucket AI works for your firm

Request Demo
Top Bucket AI Research

Stay ahead of private markets

Research and market intelligence for private-markets professionals.

You're subscribed.

Thanks for signing up.