Strategic Acquisition MCM CPAs & Advisors was acquired by Cherry Bekaert in 2023, signaling a shift toward expanded advisory capabilities and cross-firm collaboration. This presents an opportunity to offer integrated services that leverage Cherry Bekaert’s national footprint and specialty practices to deepen client reach and referral opportunities.

Growth Markets The firm has expanded offices and personnel, including a relocation to Louisville and a new presence in Fort Lauderdale in 2023, indicating active capacity expansion. Sales teams can target growing regions with tailored healthcare, manufacturing, real estate, and financial services offerings to align with local demand.

Advisory Emphasis Core services include M&A, IT compliance, valuation, fraud forensics, and bank relationship advisory. There is a strong cross-sell potential to Cherry Bekaert’s broader advisory suite, particularly for mid-market clients seeking integrated tax, assurance, and strategic advisory.

Industries Focus Industry coverage spans manufacturing, healthcare, not-for-profit/government, real estate, construction, financial institutions, and insurance. This allows targeted outreach to diversified sector CFOs and operations leaders with needs in internal controls, compliance, and growth strategy.

Capitalizing on Scale With reported revenue between 100M and 250M and status as a large regional firm, there is opportunity to position as a partner for high-volume clients requiring scalable services, SOC and IFRS audits, and international tax capabilities through Cherry Bekaert’s network.