Growth potential Established Indiana CPA and business consulting firm with $50M-$100M revenue and 51-200 employees, indicating scale and capacity to take on more complex engagements from mid-market clients.

Industry breadth Serves diverse sectors including construction, financial institutions, health care, manufacturing, services/retail/wholesale and not-for-profits, presenting cross-sell opportunities across multiple industries with tailored accounting and advisory solutions.

Wealth services expansion Recent New Firm of the Year award for wealth management as a service line after affiliating with APP in 2023 signals a strategic growth area; potential to upsell integrated wealth and tax planning, and family office services to existing clients.

Technology savvy Tech stack features cloud and analytics readiness (AWS, Cloudflare, Matomo, Piwik PRO, Google libraries, Microsoft 365, PHP), suggesting receptive posture to modern digital controls, cybersecurity, data analytics, and client portal enhancements.

Brand momentum Forbes recognition as America’s Top Recommended Tax and Accounting Firms and ongoing leadership hires indicate strong market positioning and a surface for pursuing partnerships, referrals, and expanded service line discussions with mid-market prospects.