---
schema_version: "secwatch.filing_event.v1"
accession: "0001628280-24-033643"
form_type: "8-K"
ticker: "CBZ"
cik: "0000944148"
company_name: "CBIZ, Inc."
filed_at: "2024-07-31T23:59:59+00:00"
generated_at: "2026-05-31T14:47:02.640166+00:00"
event_type: "earnings"
sentiment: "neutral"
materiality_score: 0.85
calibrated_materiality_score: 0.85
confidence: "high"
source: SEC EDGAR
---

# CBIZ Q2 revenue up 5.4% to $420M; announces $2.3B Marcum acquisition

## Summary
- GAAP EPS $0.39, down 26.4% YoY; adjusted EPS $0.50, down 9.1% including $6.7M Marcum deal costs.
- Same-unit revenue grew 2.8% in Q2; P&C business departure cost $0.03 adjusted EPS.
- Agreed to acquire Marcum LLP for ~$2.3B (cash+stock); expected close Q4 2024; combined revenue ~$2.8B.
- 2024 guidance: GAAP EPS $2.53-$2.58; adjusted EPS $2.64-$2.69; revenue growth 7%-9%.
- Balance sheet: $381M drawn on credit facility; $209.8M unused capacity.

## SEC filing metadata
- accession: 0001628280-24-033643
- form_type: 8-K
- ticker: CBZ
- cik: 0000944148
- company_name: CBIZ, Inc.
- filed_at: 2024-07-31T23:59:59+00:00
- event_type: earnings
- sentiment: neutral
- materiality_score: 0.85
- calibrated_materiality_score: 0.85
- confidence: high
- sec_items: 2.02, 9.01
- EDGAR index: https://www.sec.gov/Archives/edgar/data/944148/000162828024033643/0001628280-24-033643-index.htm
- EDGAR primary document: https://www.sec.gov/Archives/edgar/data/944148/000162828024033643/cbz-20240731.htm

## Machine-readable alternates
- HTML: https://secwatch.observer/filing/0001628280-24-033643
- JSON: https://secwatch.observer/filing/0001628280-24-033643.json
- Plain text: https://secwatch.observer/filing/0001628280-24-033643.txt

This AI-assisted summary is a reading aid. Review the linked SEC EDGAR filing before relying on any specific claim.