CBIZ, Inc. Overview
Pro stress-test →CBIZ provides financial, insurance, and advisory services in the United States and Canada. Following its 2024 acquisition of Marcum LLP, CBIZ became the 7th largest accounting firm in the United States by total revenue. The company serves mid-market businesses with an integrated suite of professional services designed to solve complex business challenges.
Strategic Profile
Pro stress-test →CBIZ ranks as the 7th largest accounting firm in the U.S. and employs a consistent 'tuck-in' acquisition strategy to expand service lines and geographic reach, with the 2025 Marcum deal being a transformative acquisition that scaled the Financial Services segment. The company's integrated model fosters cross-selling opportunities with approximately 75% of sales being recurring.
Competitive Landscape
Pro stress-test →CBIZ has established itself as a trusted advisor to middle-market businesses and organizations nationwide, with strong emphasis on accuracy and client-centric strategies that integrate deep industry knowledge with actionable insights. Primary competitors include other large regional and national accounting firms (e.g., Grant Thornton, BDO, CohnReznick), with CBIZ differentiating through integrated multi-disciplinary solutions and recurring revenue model.
Industry Context
CBIZ, Inc. operates in Professional Services - Accounting, Tax Advisory, Financial Services, Insurance Brokerage, and Benefits Consulting.
Key facts
Founded: 1996 · Headquarters: Independence, Ohio, USA · Employees: 7,000+ · Revenue: $2.8B-$2.95B (2025 guidance) · Market cap: $3.6B