Market foothold Longstanding regional CPA with 45+ years in Southeast Tennessee and North Georgia presents a stable client base and up-sell opportunity across construction, healthcare, nonprofit, manufacturing, real estate and government entities.

Growth potential Mid-sized firm with 51-200 employees and revenue in the 50-100 million range signals capacity to scale advisory services, add specialized audits, tax, and tech-enabled offerings to existing clients.

Tech enablement Active tech stack including Google Cloud, Microsoft 365, Apache Airflow, Snowplow and analytics tools suggests opportunities to package data analytics, automated reporting, and cloud-based compliance solutions for clients.

Industry reach Diversified industry exposure (construction, healthcare, nonprofit/government, manufacturing, real estate) indicates potential cross-sell of sector-specific services and risk advisory to broaden portfolio.

Financial health Healthy revenue band and established reputation position JHM for high-value retained advisory contracts, offering upsell of strategic planning, outsourced accounting, and internal controls optimization.