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
July 18, 2024
Debating the Incremental DLOM: A Nuanced Approach to Asset Valuation
  • Advisory, Valuation
July 18, 2024
Debating the Incremental DLOM: A Nuanced Approach to Asset Valuation

One of the most compelling arguments favoring incremental DLOM is its ability to enhance precision in valuations.

  • Advisory, Valuation
Article
July 18, 2024
From NOL Limits to Childcare Credits: What Pennsylvania’s New Tax Law Means for You
  • Advisory
July 18, 2024
From NOL Limits to Childcare Credits: What Pennsylvania’s New Tax Law Means for You

Pennsylvania’s Act No. 56 introduces several significant changes to bolster the state’s tax code and provide financial relief for businesses and individuals.

  • Advisory
Article
July 16, 2024
PAS Contractor Compensation Quarterly: The CBIZ Edition – Second Quarter 2024
  • Construction
  • Compensation Consulting
July 16, 2024
PAS Contractor Compensation Quarterly: The CBIZ Edition – Second Quarter 2024

The Contractor Compensation Quarterly (CCQ) is especially designed for the busy construction executive that needs to keep abreast of competitive compensation and benefit levels within the industry.

  • Construction
  • Compensation Consulting
Article
July 16, 2024
Understanding the New FLSA Minimum Salary Threshold for Exempt Employees
  • Not-for-Profit & Education
  • Advisory
July 16, 2024
Understanding the New FLSA Minimum Salary Threshold for Exempt Employees

By understanding the white collar exemption rules, employers can make informed decisions about employee classifications.

  • Not-for-Profit & Education
  • Advisory
Article
July 11, 2024
Crafting a Smooth Exit: Strategies for Dentists Selling Their Practices
  • Healthcare
  • Advisory
July 11, 2024
Crafting a Smooth Exit: Strategies for Dentists Selling Their Practices

Dentists should begin planning three to five years before the proposed sale date to maximize value while minimizing stress.

  • Healthcare
  • Advisory
Article
July 08, 2024
CBIZ Small Business Employment Index Reported a Hiring Pullback in June
  • Investment Advisory
July 08, 2024
CBIZ Small Business Employment Index Reported a Hiring Pullback in June

Anna Rathbun, CFA, Chief Investment Officer, CBIZ, Inc., discusses the June reading of the CBIZ Small Business Employment Index and what the data means for small businesses if inflation begins to cool.

  • Investment Advisory
Article
July 03, 2024
HR & AI
  • Artificial Intelligence, Human Capital Management
July 03, 2024
HR & AI

Discover how AI is transforming HR practices by automating tasks, enhancing talent acquisition, and revolutionizing employee training and development.

  • Artificial Intelligence, Human Capital Management
Article
July 02, 2024
5 Essential Strategic Planning Frameworks for Today’s Leaders
  • Compensation Consulting
July 02, 2024
5 Essential Strategic Planning Frameworks for Today’s Leaders

Discover five essential frameworks for today’s leaders, from SWOT analysis to Blue Ocean Strategy. Connect with our experts to optimize your business strategies.

  • Compensation Consulting
Article
July 01, 2024
2025 Minimum Wage
  • Human Capital Management
July 01, 2024
2025 Minimum Wage

July 1, 2024 minimum wages will increase in several states. See our detailed list to navigate payroll complexities and comply with changing regulations.

  • Human Capital Management
Report
June 30, 2024
June 2024 Recap | On The Margin
  • Investment Advisory
June 30, 2024
June 2024 Recap | On The Margin

The global market backdrop was eventful in June, but returns were mixed across asset classes and geographies.

  • Investment Advisory
Article
June 27, 2024
Exit Strategies for Manufacturing and Distribution
  • Risk Management & Compliance
June 27, 2024
Exit Strategies for Manufacturing and Distribution

Mapping out an exit plan is critical. Explore transfer options and prepare for opportunities that may arise through the three basic phases of exit planning.

  • Risk Management & Compliance
Article
June 21, 2024
Boost Business Growth & AI Readiness with SOC 2 Reports
  • Advisory, Audit & Assurance, SOC Reports
June 21, 2024
Boost Business Growth & AI Readiness with SOC 2 Reports

Discover how SOC 2 Reports enhance AI Readiness and compliance, boosting your business growth and credibility. Ensure data security and client trust.

  • Advisory, Audit & Assurance, SOC Reports
Article
June 18, 2024
The Importance of Normalization Adjustments in Determining a Marital Asset Distribution
  • Advisory
June 18, 2024
The Importance of Normalization Adjustments in Determining a Marital Asset Distribution

In a divorce proceeding, marital property may contain ownership interests in private or closely held companies.

  • Advisory
Article
June 18, 2024
Sustainable Cash Flow: A Critical Component of Alimony and Child Support Calculations
  • Advisory
June 18, 2024
Sustainable Cash Flow: A Critical Component of Alimony and Child Support Calculations

Cash flow is a critical factor in determining the payor’s ability to pay alimony and child support.

  • Advisory
Article
June 18, 2024
The Division of Assets & Alimony: A Tennessee Case Study
  • Advisory
June 18, 2024
The Division of Assets & Alimony: A Tennessee Case Study

This divorce highlights the intricate and highly technical nature of marital separation, specifically in the division of assets and the determination of alimony.

  • Advisory