Acquisition Context Recently acquired by Marcum LLP, Croskey Lanni PC presents opportunities to engage post-merger integration teams on financial systems alignment, process standardization, and cross-sell of advisory services to private companies, nonprofits, and educational associations.

SMB Focus Client base targets small- to mid-sized privately-held businesses and nonprofits, suggesting a need for scalable accounting, controllership, and advisory services positioned to grow with their clients as they scale.

Tech Stack Enablement Current technology footprint includes QuickBooks, HubSpot Analytics, Shopify, WordPress, and ad platforms, indicating opportunities to upsell cloud accounting integrations, data analytics, CRM-driven reporting, and e-commerce financial optimization.

Growth Readiness Revenue range of one to several million dollars signals potential demand for Mid-Market style solutions such as advanced financial planning, KPI dashboards, and systems that support governance, risk, and compliance as clients mature.

Market Positioning Acquisition by a large national firm with a Michigan footprint creates access points for joint marketing, referrals, and expansion-focused services, enabling coordinated outreach to similar firms and private organizations seeking scalable CPA and advisory support.