Strong Industry Recognition Schenck SC, now part of CliftonLarsonAllen (CLA), has been recognized as a great place to work and for its strong company culture, which can be leveraged to demonstrate the firm’s commitment to employee engagement and retention—an attractive factor for potential partners and clients.

Growing Wealth Advisory Services CLA’s recent investments and recognition in wealth advisory, including their stake in VanEck Long Muni ETF and repeated industry accolades, indicate a strategic emphasis on expanding asset management and wealth planning services, presenting opportunities for technology upgrades, financial products, and consulting solutions.

Diverse Client Base With over 85 years serving clients across Wisconsin and beyond in sectors including non-profits, governments, and businesses, the firm’s diversified client portfolio offers multiple avenues for tailored solutions in accounting, consulting, and technology integration.

Technological Infrastructure Utilizing a robust tech stack including QuickBooks, Microsoft Dynamics, SQL, and Cisco networking, CLA presents opportunities for cross-selling advanced IT solutions, cybersecurity, and digital transformation services to optimize their operations.

Financial Strength and Growth With revenues ranging from $250M to $500M and ongoing industry recognition, CLA’s financial stability and reputation make it an appealing target for consultancy, software implementation, and professional service enhancements to support their expansion strategies.