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
October 25, 2024
Navigating the Future: Succession Planning for Not-for-Profit Organizations
  • Advisory
October 25, 2024
Navigating the Future: Succession Planning for Not-for-Profit Organizations

Discover strategic steps and actionable tips for succession planning in not-for-profits to secure seamless leadership transitions and ensure sustainability.

  • Advisory
Article
October 24, 2024
CBIZ PE Advisory M&A Update – Q3 2024: Rates Drop, Exposing Hidden Market Strains
  • Private Equity
  • M&A, Private Equity Advisory
October 24, 2024
CBIZ PE Advisory M&A Update – Q3 2024: Rates Drop, Exposing Hidden Market Strains

CBIZ Private Equity Advisory provides an assessment of the current M&A Market conditions and trends.

  • Private Equity
  • M&A, Private Equity Advisory
Article
October 24, 2024
The Gift Tax Exemption is Set to Sunset at the End of 2025. Are You Ready?
  • Advisory
October 24, 2024
The Gift Tax Exemption is Set to Sunset at the End of 2025. Are You Ready?

Prepare for the 2025 sunset of the current gift tax exemption. Learn how strategic gifting can secure your financial legacy and reduce future estate taxes.

  • Advisory
Article
October 17, 2024
Enhancing Shareholder Engagement: Strategies for Boards to Foster Transparency and Trust
  • Advisory
October 17, 2024
Enhancing Shareholder Engagement: Strategies for Boards to Foster Transparency and Trust

In today’s business environment, shareholder engagement is crucial for effective corporate governance. Boards of directors must play an active role in engaging shareholders, aligning interests and enhancing transparency to build trust. Below, we outline key strategies for boards to optimize shareholder engagement.

  • Advisory
Article
October 17, 2024
Working Through ISS No-Vote Recommendations: Strategies for Boards
  • Advisory
October 17, 2024
Working Through ISS No-Vote Recommendations: Strategies for Boards

Navigating ISS no-vote recommendations requires boards to adopt a proactive, strategic and collaborative approach to governance oversight.

  • Advisory
Article
October 17, 2024
Designing Effective Executive Compensation Plans: Balancing Incentives and Accountability
  • Advisory
October 17, 2024
Designing Effective Executive Compensation Plans: Balancing Incentives and Accountability

With increasing scrutiny from shareholders, effective compensation design has become a priority for the board members. Here are key considerations and best practices for fostering long-term value creation and shareholder alignment through executive compensation plans.

  • Advisory
Article
October 17, 2024
Holiday Scheduling
  • Advisory
October 17, 2024
Holiday Scheduling

Discover best practices for efficient staff scheduling during the holiday season, ensuring a balance between operational demands and employee well-being.

  • Advisory
Article
October 07, 2024
Supporting Job Seekers: How We Can Make a Difference
  • Advisory
October 07, 2024
Supporting Job Seekers: How We Can Make a Difference

In this article, Michelle Peterson shares practical ways to support job seekers with kindness, from leveraging networks to fostering a culture of empathy.

  • Advisory
Article
October 07, 2024
The CBIZ Small Business Employment Index Shows Decrease in Hiring in September as Economic Uncertainty Persists
  • Investment Advisory
October 07, 2024
The CBIZ Small Business Employment Index Shows Decrease in Hiring in September as Economic Uncertainty Persists

Anna Rathbun, CFA, Chief Investment Officer, CBIZ, Inc., discusses the September reading of the CBIZ Small Business Employment Index and what the data means for small businesses.

  • Investment Advisory
Article
October 03, 2024
Cybersecurity & Employee Wellbeing: The Hidden Link
  • Advisory
October 03, 2024
Cybersecurity & Employee Wellbeing: The Hidden Link

See how strong cybersecurity enhances employee wellbeing by creating a sense of security, strengthening trust and increasing employee productivity.

  • Advisory
Article
October 02, 2024
Why Cybersecurity Training is a Must in Employee Onboarding
  • Human Capital Management, Technology
October 02, 2024
Why Cybersecurity Training is a Must in Employee Onboarding

Discover critical components, effective delivery methods, and how to foster a culture of cyber security within your organization.

  • Human Capital Management, Technology
Report
October 01, 2024
October 2024 Recap | On The Margin
  • Advisory, Investment Advisory
October 01, 2024
October 2024 Recap | On The Margin

October saw investors experience highs and lows as positive results early in the month reversed by month end.

  • Advisory, Investment Advisory
Report
September 30, 2024
September 2024 Recap | On The Margin
  • Advisory, Investment Advisory
September 30, 2024
September 2024 Recap | On The Margin

Global markets experienced change during September. Despite a rocky start to the month, developed markets rebounded.

  • Advisory, Investment Advisory
Article
September 06, 2024
The CBIZ Small Business Employment Index Reported August Job Gains Amid Economic Uncertainty
  • Investment Advisory
September 06, 2024
The CBIZ Small Business Employment Index Reported August Job Gains Amid Economic Uncertainty

Anna Rathbun, CFA, Chief Investment Officer, CBIZ, Inc., discusses the August reading of the CBIZ Small Business Employment Index and what the data means for small businesses.

  • Investment Advisory
Article
September 06, 2024
The Data Behind Effective Salary Planning
  • Compensation Consulting
September 06, 2024
The Data Behind Effective Salary Planning

Discover the key metrics that drive effective salary planning, including the Employment Cost Index, Consumer Price Index, and wage growth trackers. Learn how our Compensation Consulting team can help your organization stay competitive and aligned with market trends.

  • Compensation Consulting