Financial size Mid-market CPA firm with reported revenue between 10M and 25M, indicating a stable footprint that could benefit from enhanced advisory services, scalable tech, and outsourced financial operations.

Industry focus Strong specialization in transportation, agriculture, real estate, service industries, non-profits, health care and franchising offers targeted cross-sell opportunities for industry-specific tax planning, compliance, and advisory solutions.

Growth potential Longstanding client relationships with closely held and family-owned businesses plus 35+ years in operation suggest a receptive base for expanded services such as succession planning, wealth management coordination, and business optimization.

Tech stack Utilizes cloud and web-based tools (AWS, Office 365, Google Maps) and development-friendly technologies (Java, Bootstrap, jQuery) that can support digital transformation projects, data analytics, and client portals.

Delivery model Full-service advisory and transactional planning approach with collaboration across attorneys, lenders, and insurance partners, signaling opportunities for bundled services, cross-firm referrals, and scalable outsourced CFO offerings.