Mid-market growth Target firms like French, Shepley & Strong, LLC with revenue in the $10M-$25M range to offer scalable tax, accounting, and consulting services designed for expanding mid-sized practices seeking enhanced tech enablement and process efficiency.

Tech-forward services Highlight opportunities to extend their technology stack beyond current tools (Google Cloud, Sentry, Wix) by proposing cloud-based financial systems, data analytics, cybersecurity hardening, and workflow automation to improve client service and staff productivity.

Succession planning Position advisory services around wealth, business, and family planning—areas they already emphasize—by offering enhanced estate and tax planning, compliance, and governance solutions tailored for professional services firms preparing for leadership transitions.

Talent and retention Leverage their stated focus on work-life balance by presenting HR tech, recruitment process optimization, and training programs that attract and retain talent, supported by ongoing CE and interactive learning offerings.

Nonprofit niche Capitalize on their client base among individuals, businesses, and nonprofit organizations by offering specialized nonprofit accounting, grant management, and regulatory compliance services to deepen wallet share and cross-sell across client portfolios.