Growth via Acquisition Market entry opportunities and cross-sell potential with CliftonLarsonAllen Wealth Advisors following their acquisition of Gjmltd, enabling services beyond core accounting including wealth management and advisory offerings.

Midwest Presence Leverage the Toledo and Findlay footprint to expand digitally and physically with targeted marketing and partnerships in Northwest Ohio, capturing demand from mid-sized law and professional services clients.

Tech Stack Enablement Position consulting around technology adoption and analytics using tools already in use (HubSpot, FacebookPixel, OneTrust, BugHerd) to improve client onboarding, data privacy compliance, and website conversion for better client acquisition.

Succession & Leadership Explore services around firm leadership transitions and succession planning given past leadership changes and a managing partner appointment, offering governance, process optimization, and risk management solutions.

Educational Outreach Capitalize on the firm’s public-facing initiatives such as the high school program by offering partnerships in mentorship, scholarship programs, and related community engagement services that can broaden brand awareness and talent pipelines.