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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Expertly Guiding Employees and Leaders Through Career Transitions: The CBIZ Approach
Article
December 11, 2023
Considerations for the Next Generation in a Closely Held Business
  • Advisory
December 11, 2023
Considerations for the Next Generation in a Closely Held Business

Proper planning is an absolute necessity to avoid conflicts, disagreements, or confusion around the buyout of the outgoing shareholder.

  • Advisory
Article
December 11, 2023
A Simple Calculation Does Not Imply a Simple Conclusion
  • Advisory
December 11, 2023
A Simple Calculation Does Not Imply a Simple Conclusion

Although the Beneish M-Score is a relatively straightforward calculation, it does not lead to a straightforward conclusion.

  • Advisory
Article
December 08, 2023
Valuation Strategy: Making Cost-Effective Choices for Legal Proceedings
  • Advisory
December 08, 2023
Valuation Strategy: Making Cost-Effective Choices for Legal Proceedings

Careful consideration of what “report” is necessary for your client will demonstrate a high level of professionalism as well as respect for your client’s resources.

  • Advisory
Article
December 08, 2023
Forecasting the Future: The Role of Projections in Business Valuations
  • Advisory
December 08, 2023
Forecasting the Future: The Role of Projections in Business Valuations

When developing projections, keep in mind that they should be based on reasonable and supportable assumptions and reflect both the opportunities and risks the company faces.

  • Advisory
Article
November 27, 2023
Navigating Executive Transitions: How Nonprofit Boards Can Proactively Prepare – Part 2
  • Not-for-Profit & Education
  • Human Capital Management
November 27, 2023
Navigating Executive Transitions: How Nonprofit Boards Can Proactively Prepare – Part 2

Boards of nonprofits led by founders or long-tenured executives can be uniquely vulnerable, particularly if they have a long-established pattern of interaction with the incumbent CEO.

  • Not-for-Profit & Education
  • Human Capital Management
Article
November 21, 2023
Riding the Cash Flow Wave: Strategies for Not-for-profits in 2024
  • Financial Accounting & Advisory
November 21, 2023
Riding the Cash Flow Wave: Strategies for Not-for-profits in 2024

As the year draws to a close, not-for-profit organizations find themselves at a critical juncture: reflecting on the past and planning for the future. A key area of focus? Cash flow management. With the unique challenges of delayed grant reimbursements and seasonal revenue patterns, the upcoming year presents an opportune time for not-for-profits to fine-tune their financial strategies.

  • Financial Accounting & Advisory
Article
November 21, 2023
Ongoing Labor Shortage Calls for Innovative Accounting and Finance Outsourced Solutions
  • Advisory, Outsourced Accounting Solutions
November 21, 2023
Ongoing Labor Shortage Calls for Innovative Accounting and Finance Outsourced Solutions

Business leaders setting 2024 revenue goals must consider whether the quality and quantity of current staffing will be sufficient to meet strategic business goals. The unemployment rate remains low in a tight job market, and the confluence of pandemic-inspired retirements and the retiring Boomer workforce has stretched some organizations to their breaking points, draining much-needed senior-level expertise. The solution calls for the development of a skills roadmap, and the right balance of talent sourcing strategies and outsourced accounting and business services.

  • Advisory, Outsourced Accounting Solutions
Article
October 25, 2023
Preparing Your Professional Services Firm for Acquisition?
  • Advisory
October 25, 2023
Preparing Your Professional Services Firm for Acquisition?

Preparing to be acquired and considering exit strategies is a smart business strategy, even when a business owner isn’t actively pursuing a sale.

  • Advisory
Article
October 24, 2023
Private Equity Advisory M&A Update for 2023
  • Private Equity
  • M&A, Private Equity Advisory
October 24, 2023
Private Equity Advisory M&A Update for 2023

CBIZ Private Equity Advisory’s thoughts on private equity and the deal market in Q3 2023.

  • Private Equity
  • M&A, Private Equity Advisory
Article
October 24, 2023
How Does the Market Affect the Value of Your Privately Held Business?
  • Advisory
October 24, 2023
How Does the Market Affect the Value of Your Privately Held Business?

Movements in the market present opportunities for owners of privately held businesses depending on the company’s position and the owner’s goal.

  • Advisory
Article
October 23, 2023
Navigating Executive Transitions: How Nonprofit Boards Can Proactively Prepare – Part 1
  • Not-for-Profit & Education
  • Human Capital Management
October 23, 2023
Navigating Executive Transitions: How Nonprofit Boards Can Proactively Prepare – Part 1

Nonprofit boards should consider a CEO compensation benchmarking study conducted by an independent source to support the board in establishing a CEO compensation philosophy.

  • Not-for-Profit & Education
  • Human Capital Management
Article
September 25, 2023
Private Schools Should Not Leave ERTC Money on the Table
  • Not-for-Profit & Education
  • Advisory
September 25, 2023
Private Schools Should Not Leave ERTC Money on the Table

ERTC is a refundable payroll tax credit, which means you do not need to owe income taxes to benefit from this credit.

  • Not-for-Profit & Education
  • Advisory
Article
September 19, 2023
New Reporting Requirement for Small & Medium Businesses
  • Advisory
September 19, 2023
New Reporting Requirement for Small & Medium Businesses

The Corporate Transparency Act is expected to impact approximately 32.6 million small and medium-sized businesses in 2024.

  • Advisory
Article
September 19, 2023
Uncovering the Truth: Mastering the Art of Forensic Interviews
  • Advisory
September 19, 2023
Uncovering the Truth: Mastering the Art of Forensic Interviews

An effective forensic interview can make or break a case when forensic accountants go beyond the numbers to uncover the truth.

  • Advisory
Article
August 30, 2023
2023 SOC Benchmark Study: How Does Your SOC Report Rate Versus Your Peers?
  • Advisory
August 30, 2023
2023 SOC Benchmark Study: How Does Your SOC Report Rate Versus Your Peers?

If you have secured your own systems but have not vetted the cybersecurity measures of your third-party vendors, can you truly claim your data is safe?

  • Advisory