Forensics Focus Target Bachecki, Crom & Co. LLP for advanced forensic accounting services and litigation support, highlighting their specialization in forensics, valuation, and tax matters to expand cross-sell opportunities with mid-market clients requiring detailed financial investigations and expert testimony.

Wealth of Experience Leverage their 45-year track record and local South San Francisco presence to position as a trusted advisor for long-term clients seeking stability, succession planning, and complex financial matters in a personalized, high-touch service model.

Growth Readiness With revenue in the 10–25 million range and a mid-sized team, present scalable solutions such as cloud-based tax analytics, valuation services for M&A, and ongoing compliance programs designed for expansion and new client segments.

Tech-Forward Emphasize opportunities to modernize client experiences using their tech stack (Matomo, Piwik PRO, Google Tag Manager, Cloudflare, HTTP/3) by offering data-driven engagement, enhanced cybersecurity audits, and digital marketing analytics for client oversight.

Strategic Partnerships Position as a partner for mid-market firms seeking breadth of services—align with their goal of being a trusted advisor by offering integrated solutions across forensic, valuation, tax, and advisory services to win larger engagements.