High net worth focus Target growth opportunities in tax planning and compliance for high net worth individuals and privately owned businesses, leveraging MMB's expertise to expand advisory services and succession planning.

Industry specialization Leverage relationships in manufacturing, energy, and real estate to cross-sell specialized tax, payroll, and consulting services to clients facing complex regulatory and financial structuring needs.

Strategic acquisitions Capitalize on the recent merger with Heschcpa to present as a broader regional CPA firm with expanded client base and capabilities, pursuing additional tuck-in acquisitions to accelerate growth.

Tech-enabled services Promote digital-enabled offerings and efficiencies (website presence, client portals, tax tech tools) as differentiators to attract tech-savvy clients and streamline service delivery.

Mid-market growth play Position as a scalable alternative to larger firms for mid-market manufacturers, energy and real estate clients seeking personalized service with strong senior-level expertise and customizable engagement models.