Mid-market focus Target firms with mid-sized revenue profiles and multi-state tax needs, as Halverson & Company works with businesses from $1M to over $2B in revenue and has growing tax compliance and multi-state engagements.

Industry specialization Leverage their emphasis on restaurants/retail, real estate, and healthcare to offer tailored advisory services, including transaction structuring and M&A guidance for clients in these sectors.

Growth advisory Position as a strategic partner for growth planning, tax optimization, and future-oriented financial steering to replace traditional historical reporting with forward-looking advisory that resonates with growth-minded firms.

Technology stack fit Highlight opportunities to modernize or integrate clients' back-office tech with Halverson & Company’s tools (MySQL, ADP, RequireJS, Module Federation) to streamline accounting, payroll, and tax workflows for efficiency.

Geographic expansion Capitalize on multi-state tax engagement experience to pursue clients with multi-state operations or expansion plans, especially in industries they serve, offering compliance and tax planning across states.