Client focus Target closely held businesses and mid-sized firms with needs in accounting, tax, and business consulting, offering personalized service and direct access to partners as a differentiator from larger firms.

Growth opportunities Leverage their revenue range and client mix to upsell advisory services, leverage cross-selling across construction, manufacturing, health care, and professional services sectors, and expand from small family-owned to midsize corporations.

Digital footprint Capitalize on their modern tech stack (WordPress, Shopify, Google Cloud, Microsoft 365) to propose cloud-based financial workflows, data security improvements, and digital client portals for improved collaboration.

Operational scale Position value around scalable processes and access to experienced CPAs, CVAs, and CFEs to support growth, internal controls, and compliance for expanding client bases beyond 100 employees.

Industry momentum Monitor regional market trends indicated by local news and mall operations leadership to identify opportunities in managed services for retail, property management, and commercial real estate clients seeking financial optimization and performance insights.