Mission Statement, Vision, & Core Values of CBIZ, Inc. (CBZ)

You're looking past the headlines and into the bedrock of a company, and for a professional services advisor like CBIZ, Inc., that means understanding the mission and values that underpin a projected $2.8 billion to $2.95 billion in 2025 revenue. Do the stated core values-like We expect to win and We are OneCBIZ-truly align with a strategy that delivered a Q1 2025 total revenue increase of 69.5%, largely driven by the Marcum acquisition? With the company guiding for 2025 Adjusted Diluted EPS between $3.60 and $3.65, how does their Vision to be the premier provider and employer of choice translate into tangible growth and sustained client success? Let's dig into the foundational principles that are driving this $3.188.47 million market cap business, and see if the ethos matches the financials.

CBIZ, Inc. (CBZ) Overview

You're looking for clarity on a professional services powerhouse, and CBIZ, Inc. (CBZ) is defintely one to watch in the US middle-market. They are a leading national professional services advisor, simplifying complex areas like accounting, tax, and benefits for businesses that need high-level expertise without the Big Four bureaucracy.

The company has grown by focusing on the high-growth U.S. middle market, building out a comprehensive service offering since its founding. Today, CBIZ, Inc. operates with a massive footprint, utilizing over 10,000 team members across more than 160 locations in 33 states. This scale allows them to offer a unique value proposition-combining local market knowledge with national resources.

Their service lines fall into three main categories:

• Financial Services (Accounting, Tax, Advisory)
• Benefits and Insurance (B&I)
• Technology Services

The firm is on track for a record-setting year, projecting total revenue for the full 2025 fiscal year to be between $2.8 billion and $2.95 billion. That's a significant jump, driven largely by strategic moves like the Marcum acquisition, which is already exceeding synergy expectations.

2025 Financial Performance: A Year of Record Growth

The latest financial reports, specifically the results for the nine months ended September 30, 2025, show CBIZ, Inc. is executing its growth strategy flawlessly. The company reported nine-month revenue of $2.2 billion, an incredible increase of 63.7% over the same period in 2024. This isn't just organic growth; it's a powerful combination of core business performance and strategic expansion.

Here's the quick math: In the third quarter of 2025 alone, total revenue hit $693.8 million, marking a 58.1% year-over-year increase. The growth engine is clearly the Financial Services segment, which includes accounting and tax services. This segment saw Q3 revenue jump to $579 million, an approximate 80% increase, largely fueled by the Marcum integration. The Benefits and Insurance segment also contributed strongly, bringing in $103 million in Q3 revenue.

The bottom line looks just as strong. Adjusted EBITDA (Earnings Before Interest, Taxes, Depreciation, and Amortization)-a key measure of operating profitability-surged to $475.6 million for the nine-month period, a massive 92.9% increase. Management is guiding for a full-year Adjusted EBITDA between $450 million and $456 million. This kind of growth shows they are capturing mid-single-digit rate increases that are outpacing overall inflation, a sign of pricing power.

CBIZ, Inc.'s Industry Leadership Position

CBIZ, Inc. is not just a participant; it's a clear leader in the professional services space for the US middle market. They consistently position themselves as a national professional services advisor, which means they compete directly with the largest accounting and consulting firms but focus on a client base that often gets overlooked by those giants. Their strategic acquisitions, like the successful integration of Marcum, validate their commitment to consolidating and leading this market segment.

The company's ability to deliver nine-month revenue of $2.2 billion and nearly double its Adjusted EBITDA year-to-date proves their model works. They are a one-stop shop for services like complex tax planning, employee benefits consulting, and risk management, which are essential, recurring revenue businesses. This focus on 'core, recurring essential businesses' is what gives them stability and strong growth momentum. If you want to understand the drivers behind this success, you should look deeper into their operational structure. Exploring CBIZ, Inc. (CBZ) Investor Profile: Who's Buying and Why?

CBIZ, Inc. (CBZ) Mission Statement

You're looking for the bedrock of a firm's strategy, and for a professional services advisor like CBIZ, Inc. (CBZ), the mission statement is exactly that-a non-negotiable guide for every decision. The mission is clear: To provide exceptional advice and solutions that help our clients achieve their goals. This isn't just a feel-good phrase; it's a direct map for how CBIZ operates and how it translates its expertise into tangible client success, which ultimately drives its own financial performance.

This focus is what allows the company to project a full-year 2025 total revenue between $2.8 billion and $2.95 billion, a significant figure that validates their client-centric approach. The mission is the strategic filter that ensures every service, from accounting and tax to benefits and technology, is aligned to a client's specific outcome, not just a transaction. It's a simple promise, but defintely a powerful one.

Breaking Down CBIZ, Inc. (CBZ) Financial Health: Key Insights for Investors

Component 1: Providing Exceptional Advice and Solutions

The first core component, providing exceptional advice and solutions, speaks directly to the quality and breadth of CBIZ's expertise (professional business services). This isn't about being just good; it's about being exceptional, which is a commitment to technical precision and foresight in a complex regulatory landscape. The company's ability to deliver this is tied to its Core Values, specifically We expect to win and We are OneCBIZ.

The integration of the Marcum acquisition in 2024, for example, was a strategic move to deepen this expertise, and it paid off immediately. CBIZ reported that the acquisition integration has exceeded synergy expectations, which directly enhances the quality of advice offered to the high-growth U.S. middle market. This operational strength is reflected in the 2025 financial results: Adjusted EBITDA for the nine months ended September 30, 2025, surged by 92.9% compared to the prior year period, reaching $475.6 million, demonstrating the power of unified, high-quality service delivery.

• Expect to win means superior client outcomes.
• OneCBIZ ensures clients access all 10,000+ team members' expertise.

Component 2: Helping Our Clients Achieve Their Goals

The second component shifts the focus from the service itself to the client's perspective: helping our clients achieve their goals. This is where the mission statement becomes a true business strategy-it grounds every service in the client's measurable success, whether that's a tax-efficient exit strategy or a better employee benefits package. The core value, We are dedicated to the success of our clients, is the emotional and professional driver here.

CBIZ serves as a leading national professional services advisor to middle-market businesses, which means their advice directly impacts a critical segment of the US economy. The company's commitment to this segment is supported by strong operational metrics, including high client retention rates and a business model built on a high proportion of essential, recurring services. This recurring revenue stream shows that clients consistently trust CBIZ to guide them toward their long-term objectives, proving the dedication is more than just talk.

Component 3: The Ethical Foundation and People-First Approach

While not a separate clause, the how of the mission-the ethical and human capital foundation required to deliver exceptional advice-is the crucial third component. This is anchored by the Core Values: We do the right thing and Our people matter. You can't deliver exceptional service without exceptional people, and you can't maintain a premier reputation without integrity.

The company's focus on its team members is a key part of its Vision Statement: 'To be recognized... by our team members as their employer of choice.' This internal commitment translates to a better client experience. In 2024 alone, CBIZ received a record 106 workplace awards, which is a powerful, concrete indicator that their people-first culture is recognized externally. This focus on talent and ethics ensures the advice you receive is not only smart but also trustworthy. When you have a strong culture, your team members are more engaged, leading to the strong earnings and cash flow that CBIZ has demonstrated, with an Adjusted fully diluted EPS projected between $3.60 and $3.65 for the full year 2025.

CBIZ, Inc. (CBZ) Vision Statement

The Vision Statement for CBIZ, Inc. is a two-part mandate: to be recognized by our clients as the premier provider of accounting, insurance and other professional business services and by our team members as their employer of choice. This dual focus is critical because, honestly, in professional services, your people are your product.

The company's Mission Statement-to provide exceptional advice and solutions that help our clients achieve their goals-is the daily execution plan for that vision, and the 2025 fiscal year data shows exactly where the rubber meets the road, especially after the transformative Marcum acquisition. The sheer scale is undeniable, but it comes with integration costs and market risks you need to watch.

Premier Provider: The Client-Centric Strategy

Being the 'premier provider' is the core promise to clients, and CBIZ is backing that up with aggressive scale. The Marcum acquisition was a massive step, contributing $840.0 million of revenue through the first nine months of 2025 alone. This move directly supports the core value, 'We are dedicated to the success of our clients,' by instantly expanding the breadth of services and depth of expertise.

Here's the quick math: total revenue for the first nine months of 2025 hit $2.215 billion, a 63.7% jump year-over-year. That kind of growth is what you get when you execute on the 'We expect to win' core value. The company is leveraging this scale to become the largest accounting service provider outside the Big 4 in key US markets like New York. Still, the full-year revenue guidance is now anticipated at the low end of the $2.8 billion to $2.95 billion range, which tells you the market isn't a total layup.

• Scale enhances client service depth.
• Integration risk is real, but synergies are increasing.

Navigating Near-Term Revenue Headwinds

The biggest risk to the 'premier provider' vision right now is the economic uncertainty impacting non-recurring service lines-the discretionary projects clients can easily pause. These services now represent about 28% of total revenue. Softness here is why management expects to land at the lower end of the revenue guidance.

To be fair, the core recurring business-accounting, tax, benefits, and insurance-is resilient, showing steady demand. The opportunity lies in quickly realizing the acquisition synergies, which CBIZ has increased the target for to $50 million or more, with $35 million expected to be realized in 2025. You can see the pain points in the numbers, though: year-to-date integration costs hit $43.3 million through Q3 2025, and are expected to total $75 million for the full year. That's a significant investment, but it's the price of building a truly premier, integrated firm.

Employer of Choice: Valuing Our People

The second part of the vision, being an 'employer of choice,' ties directly to the core value 'Our people matter.' The company knows that if they don't attract and retain the best talent, the 'premier provider' promise falls apart. It's a defintely a high-stakes area.

Their strategy here is comprehensive, moving beyond just compensation. They are focusing on the total employee experience, which is why they released their Employee Experience Guide in August 2025. This guide advocates for customized benefits and a strong culture to differentiate the employer in a competitive labor market.

This focus on people is also driving efficiency. As part of the integration and cost-control initiatives, CBIZ has expedited workforce integration, resulting in nearly 450 fewer full-time equivalent employees in core businesses compared to the prior year, leading to enhanced team utilization. This action shows a commitment to optimizing the workforce for the new scale, ensuring the people who remain are highly valued and productive.

For a deeper dive into the metrics that underpin this strategy, you should check out Breaking Down CBIZ, Inc. (CBZ) Financial Health: Key Insights for Investors.

CBIZ, Inc. (CBZ) Core Values

You're looking for the true north of CBIZ, Inc. (CBZ)-the principles that actually drive their $2.8 billion to $2.95 billion revenue forecast for 2025. As a seasoned analyst, I can tell you that a company's core values are only as good as the numbers and actions behind them. CBIZ's five core values aren't just posters on a wall; they map directly to their strategic moves, especially the massive Marcum acquisition and the subsequent integration efforts this year.

The real story is how they translate these values into measurable business performance. You need to see the investment, the risk management, and the client results. Let's break down each value with the latest 2025 data.

We are OneCBIZ

This value is all about successful integration and collaboration across the firm's more than 10,000 team members and 160 locations. It's the operational glue that makes the whole greater than the sum of its parts. The 2024 Marcum acquisition was the ultimate test of this principle, and the 2025 results show it's working.

Here's the quick math on that integration commitment: CBIZ is expecting to incur approximately $75 million in integration-related costs for the full year 2025. This isn't just a cost; it's a strategic investment covering technology consolidation, facility optimization, and, crucially, retention payments. The fact that the integration work is proceeding on schedule, with strong employee and client retention rates, demonstrates this value is being executed, not just discussed.

• Integrate teams quickly and efficiently.
• Retention payments are a key investment.
• Collaboration drives client service.

Our People Matter

In a professional services firm, your people are your product. CBIZ's focus here is on attracting, retaining, and developing talent, which is critical when you have over 10,000 professionals to manage. The investment in their workforce is clearly tied to the non-GAAP (Generally Accepted Accounting Principles) adjustments you see in their 2025 earnings reports.

The $75 million in integration costs mentioned above directly supports this value through retention payments, ensuring key talent stays post-acquisition. Plus, in August 2025, the company released its comprehensive Employee Experience Guide, a resource designed to help businesses, including their own, invest in people from day one through retirement, focusing on financial wellness and diverse needs. This proactive approach is how they maintain strong workforce retention rates, even amidst a major merger.

We are Dedicated to the Success of our Clients

This value is about reliability and delivering comprehensive solutions. For a financial services firm, success is measured by client stickiness and efficiency. CBIZ's business model is inherently stable because approximately 77% of its services are essential and recurring, meaning clients need them regardless of the economic climate.

A great operational metric for this is Days Sales Outstanding (DSO), which tracks how fast the company gets paid-a strong indicator of client satisfaction and timely service delivery. CBIZ reduced its DSO to 87 days in the second quarter of 2025, down from 95 days a year prior. That's a tangible improvement in cash flow and client satisfaction. They're not just selling services; they're providing essential, recurring advice that clients value and pay for quickly. For a deeper dive into the financial implications of this model, you should read Breaking Down CBIZ, Inc. (CBZ) Financial Health: Key Insights for Investors.

We Expect to Win

This is the growth and performance principle. It's what drives their aggressive, but disciplined, market strategy. You don't get to be a premier provider to the middle market without a winning mindset, and the 2025 financial results back this up.

The company's full-year 2025 outlook projects total revenue in the range of $2.8 billion to $2.95 billion, with an Adjusted EBITDA (Earnings Before Interest, Taxes, Depreciation, and Amortization) expected between $450 million and $456 million. In Q1 2025, Adjusted Diluted EPS (Earnings Per Share) was $2.29 per share, representing a 40.5% increase over the prior year. That kind of earnings growth, even with a challenging economic environment impacting non-recurring service lines, is a defintely a win.

We Do the Right Thing

Integrity and ethical conduct are foundational, especially in a professional services firm. This value is upheld through robust corporate governance and a clear ethical framework. CBIZ maintains a Code of Professional Conduct and Ethics Guide, along with a Whistleblower Hotline, to ensure all team members have a path to report concerns anonymously.

In November 2025, the company demonstrated a commitment to modern governance by approving amendments to its bylaws, including adopting a majority voting standard for directors in uncontested elections. This move, aligning with best practices and Delaware law, shows a real-time commitment to accountability and shareholder value that goes beyond mere compliance. It's about building long-term trust, not just checking a box.