Small firm growth Target Miller Brussell Ebben and Glaeske as a high-potential boutique accounting practice seeking scalable services such as cloud-based bookkeeping automation, financial analytics, and outsourced CFO support to drive efficiency for their 2-10 employees.

Niche service upsell Offer specialized tax planning for S and C corporations, LLCs, partnerships, and estates, coupled with retirement and investment planning to deepen client engagement and expand revenue per relationship.

Technology modernization Position modern data & workflow solutions that integrate with their current tech stack and improve reporting accuracy, with emphasis on compliance, secure client portals, and digital file retrieval to attract efficiency-minded clients.

Succession readiness Provide business valuations and strategic planning services to support the firm’s clients in growth planning and exit strategies, creating cross-sell opportunities into their management consulting and financial planning lines.

Cross-sell network Leverage their listed peers in the mid-market accounting space to benchmark services, offer bundled packages (tax, accounting, payroll, estate planning), and position as a local, full-service alternative to larger firms for smaller entities and individuals.