What are Mission Vision & Core Values of CBIZ Company?

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How does the company articulate its purpose and aspirations?

Mission and vision statements are crucial strategic foundations, offering a clear compass for business decisions and shaping corporate identity. These elements articulate a company's purpose and aspirations, guiding its operations, culture, and external perceptions. The company, a prominent national professional services advisor, leverages these principles to navigate complex financial advisory, accounting, tax, human capital management, and insurance services.

With over 10,000 team members across more than 160 locations, the company relies on these principles to deliver actionable insights. In 2024, the company completed a significant acquisition, further solidifying its position and boosting its size with expected combined annualized revenue of approximately $2.8 billion. This strategic move highlights the importance of a defined corporate identity for successful integration and growth.

What are the Mission, Vision & Core Values of the company?

The CBIZ mission focuses on delivering exceptional advice and solutions to middle-market businesses nationwide. This includes financial advisory, accounting, tax, benefits, insurance, and technology services. The aim is to provide actionable insights that help clients anticipate future challenges and accelerate growth.

Client-Centric Approach

CBIZ prioritizes client success by offering tailored solutions.

Comprehensive Services

A broad range of financial, benefits, and HR services are provided.

National Reach

Services extend to middle-market businesses across the United States.

Actionable Insights

The company delivers practical advice for strategic decision-making.

Growth Acceleration

Solutions are designed to help clients achieve sustained growth.

Value Proposition

CBIZ aims to help clients anticipate future needs and discover new opportunities.

CBIZ's mission is to provide exceptional advice and solutions, helping clients achieve their goals. This customer-centric approach is evident in its financial services segment, which constituted 84% of pro forma revenue in 2024. These services, including tax and accounting, directly support businesses in managing finances and complying with regulations. Additionally, human capital management services, such as employee benefits and HR consulting, assist clients in navigating business challenges and enhancing profitability, aligning with the CBIZ company purpose to deliver solutions for client growth. For a deeper understanding of the CBIZ business philosophy, explore the Mission, Vision & Core Values of CBIZ.

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The vision of CBIZ is to achieve dual recognition: to be the premier provider of accounting, insurance, and professional business services for clients, and to be the employer of choice for its team members. This forward-looking statement emphasizes market leadership and internal talent satisfaction, reflecting a comprehensive approach to growth and organizational excellence.

Client-Centric Excellence

CBIZ aims to be the top provider of professional services, focusing on client satisfaction and service quality.

Employer of Choice

The company strives to attract and retain top talent, fostering a positive and supportive work environment.

Market Leadership

CBIZ's strategic goals include dominating the accounting, insurance, and business services sectors.

Growth Trajectory

With significant revenue and client base, CBIZ is on a clear path to achieving its premier provider status.

Talent Recognition

Awards like the Campus Forward Award highlight CBIZ's commitment to diverse talent acquisition and retention.

Strategic Acquisitions

Recent mergers, such as with Marcum LLP, bolster CBIZ's market position and service offerings.

CBIZ's vision statement is future-oriented and aspirational, aiming for dual recognition: as a premier service provider by clients and an employer of choice by team members. The scope of this vision encompasses market leadership within the accounting, insurance, and professional business services industries. This vision appears realistic yet aspirational given CBIZ's current trajectory and market position. As of July 2025, CBIZ has positioned itself as the seventh-largest accounting services provider in the U.S., with approximately $2.8 billion in pro forma revenue for fiscal year 2024, serving over 135,000 clients across more than 160 locations. This substantial market presence and recent strategic acquisitions, such as Marcum LLP in late 2024, demonstrate a clear path towards achieving premier provider status. Furthermore, CBIZ's recognition as a 2024 Campus Forward Award Winner for its commitment to attracting and retaining diverse talent highlights its efforts to become an employer of choice, reinforcing the realism of this aspect of their vision. Understanding CBIZ core values and their meaning is crucial to grasping the company's strategic goals and corporate culture. For more insights into their market approach, consider reading about the Target Market of CBIZ. The CBIZ company purpose is deeply rooted in these aspirations, driving its mission to clients and shaping its business philosophy.

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CBIZ's core values are fundamental to its operational success and strategic direction. These values guide the company's interactions with clients, employees, and the broader market, shaping its distinctive corporate culture and business philosophy. The company's five core values are: We expect to win, We are OneCBIZ, We do the right thing, Our people matter, and We are dedicated to the success of our clients.

We Expect to Win

This core value underscores CBIZ's commitment to excellence and a results-driven approach. It fosters a high-performance environment, aiming for market leadership and sustained growth, as evidenced by CBIZ's Q1 2025 revenue increase of 69.5% and adjusted EBITDA growth of 100%.

We Are OneCBIZ

This value emphasizes collaboration and integration across the organization, promoting unified service offerings and knowledge sharing among its over 10,000 team members in more than 160 locations. The successful integration of Marcum LLP in late 2024 exemplifies this principle, ensuring comprehensive solutions for clients.

We Do the Right Thing

This core value highlights CBIZ's dedication to ethical conduct, integrity, and trustworthiness. It ensures that all solutions are compliant with regulations and uphold the highest professional standards, building trust through honest advice and reliable service delivery.

Our People Matter

This value emphasizes CBIZ's commitment to its employees' well-being, growth, and empowerment. It translates into investments in professional development and diversity and inclusion initiatives, contributing to CBIZ receiving a 2024 Campus Forward Award for its inclusive culture.

These CBIZ core values collectively define its corporate culture and strategic direction. To understand how these values translate into operational frameworks, explore the Revenue Streams & Business Model of CBIZ. This will provide further insight into how mission and vision influence the company's strategic decisions.

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A company's mission and vision are foundational, shaping its strategic direction and influencing every decision made. These statements provide a clear roadmap, ensuring that actions taken align with the organization's ultimate purpose and aspirations.

CBIZ's Mission, Vision, and Core Values: A Strategic Compass

CBIZ's mission and vision are deeply integrated into its strategic decision-making, guiding its growth and operational focus. The company's purpose is to deliver exceptional advice and solutions, aiming to be a premier provider for middle-market businesses.

• Mission: To provide exceptional advice and solutions.
• Vision: To be a premier provider to middle-market businesses.
• Core Values: Emphasize client success, collaboration, and employee value.
• Strategic Alignment: Acquisitions and service expansion directly support these guiding principles.

Driving Strategic Growth Through Vision

The vision to be a 'premier provider' directly influenced the significant acquisition of Marcum LLP in November 2024, a move valued at approximately $2.3 billion. This strategic move aimed to solidify CBIZ's market position and enhance its service offerings, aligning with its long-term aspirations.

Mission in Action: Enhanced Client Solutions

President and CEO Jerry Grisko highlighted that the Marcum acquisition would offer clients an 'enhanced breadth of services and depth of expertise unmatched in our industries.' This directly reflects the mission to provide comprehensive and exceptional advice and solutions to clients.

Measurable Success: Financial Performance

The company's financial performance in Q1 2025 demonstrates the impact of its strategic alignment. CBIZ reported revenue of $838.0 million, a 69.5% increase from Q1 2024, with adjusted EBITDA doubling to $237.6 million, largely due to the Marcum integration.

Broadening Service Offerings

CBIZ continuously expands its service portfolio, including accounting, tax, advisory, benefits, insurance, and technology solutions. This broad approach supports the mission of delivering holistic solutions that meet diverse client needs.

Cultivating a Collaborative Culture

The core values of 'Our people matter' and 'We are OneCBIZ' influence daily operations, fostering client success and collaboration among its over 10,000 team members. This cultural emphasis is crucial for achieving strategic goals.

Leadership Reinforcement

Leadership actively reinforces the mission and vision, ensuring they are embedded in practices. Jerry Grisko noted the Marcum integration's success included 'outstanding collaboration within the combined team,' highlighting strong employee and client retention.

CBIZ's mission and vision statements are integral to its strategic decisions, driving growth and shaping its service delivery. Understanding these principles is key to grasping the company's direction and its place in the Competitors Landscape of CBIZ. Explore core improvements to company's mission and vision in the next chapter.

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Enhancing CBIZ's mission and vision statements can better reflect the dynamic professional services landscape. Incorporating a stronger emphasis on technological innovation and diversity can further solidify its market position and talent attraction strategies.

Integrate Technological Advancement into Mission Statement

CBIZ's mission could be refined to explicitly mention leveraging innovative technology. This would acknowledge the increasing importance of AI and data analytics in delivering exceptional advice and solutions, aligning with industry trends where tech-driven insights are paramount for client success.

Emphasize Diversity and Inclusion in Vision Statement

The vision statement could be strengthened by explicitly including a commitment to diversity, equity, and inclusion (DEI). This would underscore DEI as a key driver for innovation and talent attraction, building on existing initiatives such as their 2024 Campus Forward Award for diversity.

Incorporate Digital Transformation Focus

Adapting mission and vision statements to address emerging technologies like advanced data analytics and automation is crucial. This ensures CBIZ remains forward-looking in the rapidly transforming financial and advisory services sector.

Highlight Sustainability Commitment

Weaving sustainability concerns into core statements could be a significant growth opportunity. This aligns with increasing client and stakeholder importance placed on environmental and social responsibility, enhancing market appeal.

Understanding the CBIZ mission vision values is key to grasping their business philosophy. The company's strategic goals are often reflected in how they define their mission and the purpose behind CBIZ mission. Examining CBIZ core values and their meaning provides insight into their corporate culture and how CBIZ core values in practice. The vision of CBIZ for the future is shaped by these foundational elements, influencing their approach to client service and overall Growth Strategy of CBIZ. The CBIZ mission statement breakdown reveals a commitment to client success, while the CBIZ company vision and mission together outline their aspirations. Understanding CBIZ core values helps in comprehending what drives CBIZ core values and the CBIZ company culture and values. The CBIZ mission to clients is central to their operations, making the CBIZ mission vision and values statement a critical document for stakeholders.