Merged Firm Expansion Exler & Company, Inc. merged with H2R CPA effective January 1, 2024, indicating accelerated growth, expanded service offerings, and greater cross-sell opportunities within the combined client base of closely held businesses.

Targeted SMB Focus Both firms emphasize serving closely held businesses and their owners, suggesting a ready market for advisory services, tax planning, and outsourced accounting solutions tailored to small and mid-size enterprises.

Regional Presence H2R CPA operates as an independent, locally managed regional firm, which can be leveraged to approach customers valuing local expertise, personalized service, and rapid response times in the Pittsburgh area.

Digital Capability The tech stack includes QuickBooks, Microsoft Excel, and web-related tools, presenting an opportunity to upsell cloud accounting, automation, data analytics, and efficiency improvements for clients looking to modernize finance operations.

Mid-Market Growth With revenue in the $1M–$10M range and peers in large firms with sizable client networks, there is potential to engage in cross-sell of internal controls, audit readiness, and risk management services to expanding mid-market companies.