Growth potential Small to mid-size firm with revenue in the $10–25M range and a focus on growth for non-public companies presents opportunities for outsourced audit, tax planning, and management consulting services as they scale.

Acquisition context Former independent firm Loomis & Co. CPAs was acquired by Squar Milner in 2017, indicating a market consolidation trend and potential interest in additional advisory services or integration-friendly solutions for firms navigating ownership changes.

Global reach The note of local, national, and international resources suggests openness to cross-border tax planning, multi-state compliance, and scalable advisory engagements suitable for firms expanding beyond California.

Service breadth Significant emphasis on business consulting and planning beyond traditional accounting implies opportunities to upsell strategic planning, CFO advisory, and proactive tax optimization for growing companies.

Tech and efficiency Given the lean 2–10 employee base and the competitive landscape with large firms, there is a sales opening for technology-enabled services, process automation, and remote delivery that enhances efficiency for smaller firms.