Mid-market focus Target middle-market professionals and closely held businesses that Kostin, Ruffkess serves, highlighting opportunities in advisory services beyond traditional accounting such as business valuation, succession planning, and IT assurance to expand beyond tax and audit.

Diverse service expansion Leverage their broad service mix including employee benefit plan audits, forensic accounting, fraud prevention, wealth and estate planning, and litigation support to cross-sell integrated solutions to current clients and win multi-service engagements.

Geographic footprint Position offerings to clients across Farmington, New London, CT and Springfield, MA, emphasizing regional regulatory nuances and the value of localized access with scalable national-quality services.

Stability and growth Highlight the firm’s long-standing history since 1949 and a revenue band that signals solid profitability; target growth conversations around expanding into additional not-for-profit, municipal, and private sector accounts using case studies and performance metrics.

Tech-enabled assurance Emphasize information technology assurance and forensic capabilities as differentiators in risk management; propose pilot programs or audits that showcase tech-enabled controls, fraud prevention, and modernized audit approaches to attract risk-conscious clients.