Acquisition Growth Donovan CPAs expanded its service and client base by acquiring the audit and assurance practice of Delta Wealth Advisors in early 2024, signaling momentum for cross-selling advisory, wealth, and financial services to existing clients.

Revenue Scale With reported annual revenue in the range of 50 to 100 million USD and a workforce of 51 to 200 employees, there is substantial capacity for expanding partnerships, outsourced services, and scalable technology solutions to support larger client engagements.

Tech Stack Leverage The use of cloud and modern tools such as Rippling, Microsoft 365, Google Analytics, OpenAI, and WP Engine suggests openness to digital transformation projects, automation, data analytics, and AI-enabled advisory services for clients.

Longstanding Relationships With over 50 years in business and a history including long-tenure staff, there are opportunities to position enhanced cybersecurity, compliance, and HR tech services to protect and modernize mid-market firms undergoing growth.

Indiana Focus Presence in central Indiana and publicized local acquisitions indicate a strong regional footprint, making value-add proposals around local market intelligence, industry-specific benchmarks, and regional regulatory advisory attractive to nearby mid-market companies.