Strategic offerings DiSanto, Priest & Co. offers a broad mix of accounting, assurance, tax, advisory, valuation, and anti-fraud services to privately held businesses and owners, presenting cross-sell opportunities across tax planning, financial statement attestation, and business advisory.

Growth potential With 51-200 employees and revenue in the 100M to 250M range, there is likely ongoing need for scalable financial processes, technology upgrades, and governance enhancements as client companies grow, creating upsell potential for internal controls, cloud adoption, and reporting automation.

Sustainability tie-in Recent multi-year agreement with Revity Energy indicates an engagement with energy sustainability initiatives, suggesting opportunities to expand into sustainability reporting, ESG advisory, and government compliance related to clean energy and incentives.

Employer brand Awards as a Best Places to Work and active charitable foundation indicate strong employer reputation, which can translate into client referrals, talent-enabled partnerships, and collaborative programs with community nonprofits that require financial guidance and philanthropy-focused compliance.

Market positioning Positioned as a premier New England accounting and advisory firm with regional recognition, offering a gateway to target mid-market private companies in the Northeast for comprehensive services, including litigation support, government financial consulting, and business valuation.