Regional focus Target growth initiatives in Northeast Texas and Southern Oklahoma where McClanahan and Holmes, LLP already operates with multiple offices, presenting opportunities for expanded audit, tax, and advisory services to regional public entities and closely held businesses.

SMB and NPO needs McClanahan and Holmes services individuals, partnerships, local governments, non-profits, and closely held businesses; tailor value propositions around compliance, governance, and advisory support for small to mid-sized organizations with cost-conscious budgets.

Revenue range With reported revenue in the 10 to 25 million range, pursue scalable, efficient solutions like bundled accounting, risk assessment, outsourced bookkeeping, and cloud-based compliance packages suitable for mid-market firms.

Growth potential Leverage a long-standing regional presence since 1952 to position as a trusted partner for succession planning, tax optimization, and government/non-profit financial management services to expand wallet share among existing clients.

Tech optimization Current tech stack suggests openness to modern analytics, data governance, and digital experience improvements; propose integrated analytics, cybersecurity hygiene, and client portal enhancements to differentiate and upsell advisory services.