Merger Opportunity Raffa, P.C. has merged into Marcum, LLP as of October 1, presenting a cross-sell opportunity to introduce Marcum’s broader services to Raffa’s existing nonprofit and corporate clients, particularly in areas like technology consulting, ERP implementations, and cloud solutions.

Nonprofit Niche Raffa’s strong nonprofit audit and back-office support legacy suggests ongoing demand for specialized governance, financial controls, and HR compliance services; target with Marcum’s expanded advisory, risk, and internal audit offerings to deepen nonprofit client engagements.

Tech Leverage With a notable tech stack including AWS, analytics, blockchain, and ERP/ cloud solutions, there is a sales opening to upsell Marcum’s AI tools, ERP modernizations, data analytics, and managed services to improve client operations and scalability.

Growth Momentum Marcum’s recent recognition and growth in top industry rankings, plus ongoing acquisitions, signal a market momentum that can be leveraged to position integrated services, cross-border teams, and expanded geographic coverage to prospective clients seeking scale.

Risk & Compliance The related news of a lawsuit involving Marcum underscores a need for robust financial statement accuracy, internal controls, and governance services; offer internal audit, risk assessment, and forensic accounting as proactive client protection and trust-building offerings.