Integrated services Delap offers a multi-disciplinary suite (Tax, Assurance, Business Advisory, Wealth Advisory, Managed IT Services) under one roof, suggesting sales opportunities to cross-sell complementary services to mid-sized privately held firms and high-net-worth families seeking streamlined financial and IT solutions.

Growth and recognition As a recognized Top 200 Accounting Firm and a multi-year Top Workplace with a strong Oregon presence, there are upsell opportunities with firms focused on reputation, talent retention, and regional expansion who value credible partners and proven workplace cultures.

Technology enablement The tech stack including QuickBooks, Marketo, Google Analytics, and managed IT services indicates readiness for digital transformation offerings; targeting clients needing modernization, automation, and outsourced IT security could widen engagements.

Strategic partnerships Recent collaboration with ScienceSoft for white-label L1 support demonstrates openness to third-party partnerships; potential to propose co-sell arrangements with IT services firms or software vendors to expand service delivery and geographic reach.

Growth sectors Industries served span construction, real estate, auto dealerships, senior living, financial institutions, technology, and manufacturing; identify near-term opportunities in sectors experiencing regulatory changes or M&A activity where Delap’s advisory and exit planning expertise (CEPA) can add value.