Strategic merger Exler & Company, Inc. merged with H2R CPA, effective January 1, 2024, creating a broader regional CPA platform with expanded services and resources to fuel growth. This presents an opportunity to position enhanced offerings to closely held businesses seeking integrated accounting and advisory support.

Expansion potential The merger indicates a focus on scaling services for locally managed firms. Sales teams can target small and mid-sized businesses in the region that may benefit from a combined suite of accounting, advisory, and resources previously available only at larger firms.

Technology leverage Current tech stack includes CS Professional Suite, QuickBooks, AWS, PHP and Bootstrap. There is room to cross-sell high-value cloud and software optimization, data security, and workflow automation solutions to improve efficiency for small businesses and growing firms.

Financial health Reported revenue range of one to ten million dollars suggests a solid mid-market footprint with potential for scale. Target opportunities may include offering broader managed services, cybersecurity, and risk advisory to support growth post-merger.

Market positioning Positioned as a locally managed regional CPA firm serving closely held businesses with expanded resources after the merger. Sales outreach can emphasize personalized service, local expertise, and an integrated service model that differentiates from national firms.