Longstanding Regional Firm Established in 1974 with over four decades of experience and a regional footprint including satellite offices in Heber and American Fork, presenting an opportunity to position as a trusted partner for mid-sized businesses seeking stability and continuity.

Comprehensive Services Full range of audit, tax, financial, accounting, and information management services under one firm, enabling cross-sell opportunities to existing clients who may need increased efficiency, advisory, and technology-enabled solutions.

Steady Revenue Base Revenue in the 10M–25M range indicates a solid mid-market footprint with potential for expansion through additional service lines, industry-specific offerings, or scaled advisory packages.

Tech Stack Leverage Using tools like Google Workspace, WordPress, Google Analytics, and TrackJS suggests openness to digital workflows and data-driven engagement; pitch modern governance, reporting automation, and cybersecurity or IT modernization services.

Growth-Oriented Market Regional CPA firm with multiple Utah locations signals an opportunity to target local small to mid-size businesses undergoing growth, acquisitions, or regulatory changes, where outsourced finance and compliance support can drive efficiency.