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CBIZ (CBZ) investor relations material
CBIZ Proxy filing summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Executive summary
Annual meeting scheduled for May 14, 2026, at company headquarters in Independence, Ohio.
Proxy materials and annual report are available online, with options for electronic or paper delivery.
Shareholders are encouraged to review all proxy materials before voting.
Voting matters and shareholder proposals
Election of two directors: Richard T. Marabito and Rodney A. Young, with board recommending a vote FOR both.
Ratification of KPMG LLP as independent registered public accounting firm, recommended FOR by the board.
Advisory approval of named executive officer compensation, with board recommending a FOR vote.
Board of directors and corporate governance
Board provides clear recommendations for all voting items and facilitates shareholder participation at the meeting.
- Director elections, auditor ratification, and executive pay are key agenda items, with robust governance and ESG focus.CBZ
Proxy filing2 Apr 2026 - Revenue up 52% to $2.8B in 2025, with 2026 targeting 2–5% growth and higher free cash flow.CBZ
Q4 202525 Feb 2026 - Q2 revenue up 5.4%; $2.3B Marcum deal to close Q4, creating a top-7 U.S. accounting provider.CBZ
Q2 20242 Feb 2026 - Balanced organic and acquisition-driven growth, high retention, and margin expansion drive outperformance.CBZ
The 44th Annual William Blair Growth Stock Conference31 Jan 2026 - Q3 adjusted EPS up 27.3% and Marcum acquisition completed, boosting scale and leverage.CBZ
Q3 202418 Jan 2026 - Acquisition of Marcum creates a top-7 firm, boosting scale, recurring revenue, and growth prospects.CBZ
Sidoti Small-Cap Virtual Investor Conference11 Jan 2026 - Q1 2025 revenue up 69.5% to $838M, adjusted EBITDA doubled, Marcum integration on track.CBZ
Q1 202525 Dec 2025 - 2025 guidance: $2.90–$2.95B revenue, $3.60–$3.65 adjusted EPS, $450M–$456M EBITDA.CBZ
Q4 202421 Dec 2025 - Shareholders to vote on $2.3B Marcum acquisition, with major stock issuance and board changes.CBZ
Proxy Filing1 Dec 2025
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