Rapid firm growth Position Baden Gage & Schroeder as a growing Indiana-based mid-market CPA and advisory firm expanding services, including wealth management as a service line after affiliating with APP in 2023, suggesting opportunities to collaborate on cross-sell and integrated financial services with client companies.

Industry specialization Target their industry groups (construction, financial institutions, healthcare, manufacturing/distribution, service/retail/wholesale, not-for-profit) to tailor solutions such as internal controls, risk assessment, tax strategy, and technology optimization, revealing multiple cross-sell avenues across sectors.

Mid-market footprint With 51-200 employees and revenue in the 50–100 million range, pursue scalable outsourcing, outsourced controller/CFO services, tax optimization, and scalable audit readiness for growing private companies preparing for financing rounds or M&A activity.

Technology stack Leverage their use of cloud and analytics tools (AWS, Matomo, PHP, jQuery) to propose modernization projects, data analytics, cybersecurity, and cloud-based financial systems optimization for clients seeking digital transformation.

Recognized quality capitalize on Forbes recognition and the New Firm of the Year accolade to build credibility in outreach, offering partner-led engagements, industry-specific thought leadership, and case studies that showcase proven expertise to win new clients seeking reputable, award-winning firms.