Leadership Transition Sorren recently appointed a new CEO Josh Tyree in January 2026, signaling a strategic leadership shift that may drive renewed focus on growth, client expansion, and service diversification. This presents an opportunity to approach executive leadership with proposals aligned to their 2026 growth agenda and integration of new governance.

Acquisition & Growth Sorren has actively grown through acquisitions and mergers, including HealthWorks Group and Williams Overman Pierce, plus new hires and strategic partnerships. This indicates a willingness to integrate specialized capabilities and expand geographic reach, creating opportunities for cross-sell of tax, advisory, healthcare disputes, and private client services.

National Reach Local Touch Positioning as a Top 50 national firm with local relationships suggests buyers value scalable resources combined with personalized service. Sales conversations can highlight bundled national capabilities (compliance, tax, advisory) coupled with local industry expertise to win mid-market clients seeking broader coverage.

Healthcare & Private Client Expansion Recent acquisition of HealthWorks Group and ongoing private client advisory capabilities point to growth in healthcare disputes, arbitration, and wealth management. This creates targeted upsell opportunities with healthcare providers and high-net-worth individuals seeking integrated tax, accounting, and dispute resolution services.

Security & Cloud Modernization New client wins with secure managed cloud services and IT platform partnerships indicate emphasis on technology-enabled delivery and cybersecurity. This opens doors for MSP-style engagements, cloud migrations, and ongoing IT controls assessments for client portfolios seeking resilient, compliant tech solutions.