Acquisition Opportunity Haywood Henn, P.C. is now part of Delta Wealth Advisors following an acquisition announced January 31, 2024. This presents a potential cross-sell opportunity for expanded CPA and financial planning services to the combined client base as a single integrated offering.

SMB Financial Growth With a revenue range of $1M–$10M and a small team (2–10 employees), there is scope to introduce scalable cloud-based accounting, tax planning, and advisory services tailored for mid-market small businesses seeking efficiency, tax optimization, and wealth preservation strategies.

Tech Stack Fit Current tools include QuickBooks Desktop/Online, Google Libraries, Cloudflare, React, and GoDaddy. This suggests readiness for enhanced financial planning portals, client dashboards, and integrated fintech solutions that improve collaboration and data insights for clients.

Expansion Synergy The alignment with Delta Wealth Advisors and the acquisition news indicate potential for firm-level expansion into broader advisory services, including audit, assurance, and strategic financial planning, enabling upsell to existing CPA clients.

Market Positioning In a competitive landscape with large regional firms, there is an opportunity to position as a specialized, integrated CPA and wealth advisory partner for local Indiana mid-market firms, emphasizing collaboration and end-to-end financial clarity.