Post Merger Opportunity The firm merged with SAX LLP in October 2017, creating a broader platform. This presents cross-sell opportunities to expand services (audit, tax, consulting) to SAX client base and joint marketing initiatives.

Mid-market Profile With revenue in the $10 to $25 million range and 11 to 50 employees, the firm sits in the mid-market segment, offering potential for scalable advisory, outsourced CFO, and profitability optimization services.

NJ Market Focus Based in Fair Lawn, New Jersey, the firm has regional regulatory and tax expertise; target NJ-specific compliance, payroll, and industry-specific advisory, with potential expansion to nearby states.

Tech Modernization The visible tech stack is limited to Network Solutions, indicating an opportunity to modernize with cloud accounting platforms, integration services, data analytics, and cybersecurity offerings.

Brand Alignment The note suggests SAX LLP is the current brand owner and that the Hunter page serves as a reference for past employees; align sales outreach with SAX branding and leverage SAX's client network for warm introductions.