For #constructionowners planning an exit, an ESOP could offer more than a change in ownership. Marty McCarthy explores how ESOPs can support succession, talent retention and business continuity in Surety Bond Quarterly. okt.to/kdxU19 #ExitPlanning @nasbp

Real estate CFOs are balancing two priorities: managing market volatility and finding where AI can deliver measurable value. See how financial discipline, thoughtful AI adoption and human oversight can work together. okt.to/TDoU4P #RealEstateFinance

QSBS can deliver significant tax savings, but small mistakes can have a big price tag. From entity structure to timing and documentation, overlooked details could put millions in potential benefits at risk. okt.to/e4Lg1p #TaxStrategy

🏆 CBIZ has been named a Top 50 Accounting Firm by @ConstructionMag and, for the second consecutive year, ranked among the top three firms! Congratulations to our teams on this outstanding industry recognition. okt.to/kjB8Wi #ConstructionAccounting #TeamCBIZ

Cold weather can bring unexpected risks for adventure sports operators. ❄️ Is your operation ready for changing conditions, equipment concerns and new safety exposures? okt.to/E9BWf0 #AdventureSports #RiskManagement

Open enrollment, mental health parity, HIPAA cybersecurity and 2027 paid leave rates are all creating new compliance considerations for employers. Stay current with our October regulatory update: okt.to/jcNt7e #EmployeeBenefits #Compliance

A great benefits partner doesn’t just administer benefits — they help strengthen the #employeeexperience and reduce risk. That’s why we approach every engagement with a true partnership mindset: proactive support, clear communication, and a compliance-first focus that helps HR teams stay ahead. okt.to/AI7ZlW

In real estate, a strong deal before taxes can look very different after taxes. Heading into 2027, owners and investors should build #taxstrategy into refinancing, acquisitions and capital decisions before options narrow. okt.to/powOAF #RealEstate

Could outsourcing strengthen your construction company’s financial toolkit? @CBZ’s Stephanie Knowles shares how outside expertise can support better bidding, scaling & technology in @CBOMagazine. Read the article: okt.to/pFPLco #ConstructionFinancials

Think #salestaxautomation has to wait until every portfolio company is on the same ERP? Think again. PE-backed companies can automate compliance across multiple systems while integration is still underway. okt.to/o5pIum

Hiring demand, retention challenges, and workforce capacity constraints can affect growth long before they become obvious. Our Workforce Readiness Assessment helps leaders evaluate workforce health before pressures escalate. Get your score: okt.to/ZJFlfd #WorkforceStrategy

Get ahead of 2027 HR compliance. Keep key benefits, payroll, retirement and federal deadlines in one place with the CBIZ 2027 HR Compliance Calendar. Download the calendar: okt.to/QNwuR3 #HRCompliance

Private asset valuations are getting increased attention. Recent SEC staff guidance reinforces the importance of thoughtful fair value practices and clear disclosures. Is your valuation process ready for greater scrutiny? okt.to/38rR4K #PrivateMarkets

There’s still time to register! Attend the CBIZ Mid-Atlantic Construction Summit to connect with construction, finance and accounting professionals and gain insights to help navigate the industry’s evolving landscape. Register today! okt.to/AdM2Fz #ConstructionInsight

Is your MSP helping your business grow or just simply keeping the lights on? Recurring issues, limited scalability and reactive support may signal it’s time for a change. Here are 5 signs to look for: okt.to/8pnCUa #ManagedServices #ITStrategy

In a Moore/Marsden analysis, the details matter. Understanding the right financial inputs is critical to determining separate and community property interests accurately. See which factors can shape the calculation. okt.to/jNp5ZO #ForensicAccounting

Construction is evolving. Are you ready for what's next? Join us at the Ohio Construction Summit to explore industry trends, connect with peers, and gain insights on the challenges and opportunities ahead. Register now: okt.to/KDFo0r #ConstructionInsight

A good #realestate asset isn’t always the right asset. With 2027 refinancing decisions approaching, now is the time to ask whether each property still deserves capital or if resources belong elsewhere. okt.to/edyFTh

Patrick Donnelly discussed a key trend in the retirement plan industry: participant personalization in DC investment menus. As plan sponsors seek to boost engagement and outcomes, understanding these evolving expectations is essential. Read the @PLANSPONSOR article: okt.to/DpKeXd #retirementplanning