CBIZ (CBZ) investor relations material

Business overview and market positioning

• Provides professional services to middle-market businesses nationwide, with nearly $2 billion in revenue and 9,500 employees across 23 major markets.

• Offers financial and HR services, focusing on highly recurring, essential services with over 90% client retention.

• Targets clients with $10 million to $1 billion in revenue, representing a $10 trillion domestic market.

• Differentiates through breadth of services, deep industry expertise, and tailored solutions for 12 key industries.

• Consistently achieves mid-single-digit pricing increases and expands client relationships through new offerings.

Technology and innovation strategy

• Adopted generative and agentic AI enterprise-wide, training all employees and deploying workflow agents for efficiency.

• Maintains a 60-person team dedicated to automation and innovation, scaling successful AI solutions across the company.

• Uses AI to automate RFP responses and package AI solutions for middle-market clients, creating new revenue streams.

• Emphasizes AI as an augmentation tool, not a replacement for human relationships and judgment.

Talent and workforce development

• Invests heavily in employee growth, training, and upskilling, winning industry awards for workplace culture.

• Attracts senior talent from major competitors, especially in AI and data leadership roles.

• Maintains a balanced hiring model, with a strong pipeline for both senior and junior roles, adapting the traditional staffing pyramid to a more efficient structure.

• Targets 10% offshoring in accounting and tax practices this year, aiming for 20% in 2–3 years, prioritizing automation before offshoring.