Regional scale Longstanding Oklahoma presence as a large full-service accounting firm suggests opportunities for cross-sell across audit, tax, consulting, and compliance services to mid-market and regional clients seeking integrated solutions.

Alliance leverage As the sole Oklahoma member of the McGladrey Alliance, there is a differentiator to position as part of a nationwide network, enabling referrals and scalable services for clients with multi-state or complex regulatory needs.

Mid-market focus Revenue range and employee count indicate a mid-market orientation with potential to upsell advisory, governance, risk, compliance, and technology-enabled accounting solutions to growing businesses in Oklahoma and neighboring regions.

Technology enablement Emphasize opportunities around modernizing clients’ financial processes, data analytics, and cloud-based accounting to improve efficiency, controls, and decision support in a competitive regional market.

Growth readiness With 60+ years in operation and a sizeable local footprint, target growth-stage companies entering scale-up phases, M&A activity, or industry-specific regulation to offer scalable assurance, tax planning, and optimization services.