Advisory Insights

Gain strategic insights to tackle business challenges and uncover new opportunities. CBIZ provides analysis and guidance to support informed decision-making, manage risk, and drive long-term growth.

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Article

Expertly Guiding Employees and Leaders Through Career Transitions: The CBIZ Approach
Article
August 29, 2025
New Guidance Expected to Make Estimating Credit Losses Easier for Public and Private Companies
  • Financial Accounting & Advisory
August 29, 2025
New Guidance Expected to Make Estimating Credit Losses Easier for Public and Private Companies

Discover how ASU 2025-05 simplifies credit loss estimating by focusing on current conditions, easing compliance for public and private companies.

  • Financial Accounting & Advisory
Article
August 29, 2025
Forensic Considerations: Addressing Fraud Allegations in Matrimonial Cases
  • Forensic Consulting & Litigation
August 29, 2025
Forensic Considerations: Addressing Fraud Allegations in Matrimonial Cases

Discover the role of forensic accounting in investigating fraud allegations during divorce to protect your interests and support equitable settlements.

  • Forensic Consulting & Litigation
Article
August 22, 2025
SOX IPO Readiness: Internal Control Impact of SOX 302 and 906 Certifications
  • Forensic Consulting & Litigation
August 22, 2025
SOX IPO Readiness: Internal Control Impact of SOX 302 and 906 Certifications

Explore effective strategies for maintaining strong internal controls in line with SOX 302 and 906. Ensure compliance with these strategies.

  • Forensic Consulting & Litigation
Article
August 20, 2025
Why Excellent Phone Etiquette is Still Necessary
  • Talent Solutions
August 20, 2025
Why Excellent Phone Etiquette is Still Necessary

Discover the importance of phone etiquette for job seekers. Use these tips to learn how to communicate confidently and professionally.

  • Talent Solutions
Article
August 20, 2025
Scenario Modeling for Nonprofits: Prepare for What’s Next
  • Not-for-Profit & Education
  • Outsourced Accounting Solutions
August 20, 2025
Scenario Modeling for Nonprofits: Prepare for What’s Next

Learn strategic scenario modeling tailored for nonprofit organizations to effectively prepare for uncertainties and strengthen resilience.

  • Not-for-Profit & Education
  • Outsourced Accounting Solutions
Press Release
August 19, 2025
CBIZ Names Jennifer Hutchins Chief Investment Officer of Investment Advisory Services
  • Investment Advisory
August 19, 2025
CBIZ Names Jennifer Hutchins Chief Investment Officer of Investment Advisory Services

Learn how Jennifer Hutchins will lead CBIZ’s investment advisory strategy after having been named the chief investment officer of CBIZ IAS.

  • Investment Advisory
Article
August 15, 2025
From Gaps to Strengths: Lessons Learned from the Internal Audit Frontline
  • Financial Services
  • M&A, Risk Management & Compliance
August 15, 2025
From Gaps to Strengths: Lessons Learned from the Internal Audit Frontline

By addressing weak points, financial institutions strengthen not only their control environment but their reputation and resilience.

  • Financial Services
  • M&A, Risk Management & Compliance
Article
August 14, 2025
ACA Affordability Percentage and Employer Penalties Set to Rise in 2026
  • Benefits, Human Capital Management, Insurance
August 14, 2025
ACA Affordability Percentage and Employer Penalties Set to Rise in 2026

Understand pay or play clauses and 2026 ACA penalties. Get insights on minimizing employer penalties, staying compliant, and more.

  • Benefits, Human Capital Management, Insurance
Press Release
August 05, 2025
CBIZ Launches Comprehensive Employee Experience Guide to Help Businesses Unlock the Full Potential of Their People
  • Advisory, Benefits, Insurance
August 05, 2025
CBIZ Launches Comprehensive Employee Experience Guide to Help Businesses Unlock the Full Potential of Their People

Unlock your organization’s potential with the CBIZ Employee Experience Guide. Discover strategies to attract, engage, and retain top talent.

  • Advisory, Benefits, Insurance
Article
August 04, 2025
Elevating Financial Statements for the Public Markets: How Private Companies Can Prepare
  • Advisory, Financial Accounting & Advisory
August 04, 2025
Elevating Financial Statements for the Public Markets: How Private Companies Can Prepare

Thinking of taking a private company public? Discover how financial statements must adapt for public markets from disclosures to reporting.

  • Advisory, Financial Accounting & Advisory
Article
August 04, 2025
Organizational Assessments: How to Complement Your Not-for-Profit’s Strategic Plan
  • Not-for-Profit & Education
  • Advisory
August 04, 2025
Organizational Assessments: How to Complement Your Not-for-Profit’s Strategic Plan

Discover how organizational assessments can enhance your not-for-profit’s strategic plan.

  • Not-for-Profit & Education
  • Advisory
Report
August 01, 2025
July 2025 Recap | On The Margin
  • Advisory, Investment Advisory
August 01, 2025
July 2025 Recap | On The Margin

The global financial market extended their hot streak which investors embraced. View our full Investment Advisory publication for July 2025.

  • Advisory, Investment Advisory
Article
July 29, 2025
What Trump’s One Big Beautiful Bill Act Means for Middle-Market M&A Structuring, Valuation and Tax Strategy
  • M&A, Tax
July 29, 2025
What Trump’s One Big Beautiful Bill Act Means for Middle-Market M&A Structuring, Valuation and Tax Strategy

Explore implications of OBBBA for middle market M&A. Get analysis on structuring deals, leveraging tax incentives, and optimizing strategies.

  • M&A, Tax
Article
July 29, 2025
CBIZ Private Equity Advisory’s Market Update – Q2 2025
  • Private Equity
  • M&A, Private Equity Advisory
July 29, 2025
CBIZ Private Equity Advisory’s Market Update – Q2 2025

CBIZ examines market dynamics beyond the public headlines and highlight why private equity’s resilience remains a source of optimism.

  • Private Equity
  • M&A, Private Equity Advisory
Article
July 29, 2025
Gen AI in Private Equity: A Defining Moment for Strategy, Skillsets, and Scale
  • Private Equity
  • Artificial Intelligence, M&A, Private Equity Advisory
July 29, 2025
Gen AI in Private Equity: A Defining Moment for Strategy, Skillsets, and Scale

Uncover the impact of gen AI in private equity. Discover how smart AI tools streamline deal sourcing, diligence, and reshape talent.

  • Private Equity
  • Artificial Intelligence, M&A, Private Equity Advisory