Acquisition by Nepsis Sevenich, Butler, Gerlach & Brazil, Ltd. was acquired by Nepsis, Inc. and has seen notable hires announced. This signals a trend toward consolidation in the Midwest tax, accounting, and wealth management space, creating a larger combined client base. Sales approach: engage Nepsis for enterprise grade services and cross sell advisory, estate planning, and back office solutions to their unified client network.

Family Business Focus The firm specializes in closely held and family owned businesses and individuals. Opportunities include outsourced CFO, strategic tax planning, and succession planning services to optimize profitability and transitions.

Small Team Advantage With a small team of two to ten employees, the firm provides high touch client service. This creates demand for scalable automation tools, cloud bookkeeping, client portals, and enhanced security.

Digital Footprint The tech stack shows comfort with cloud infrastructure and data driven marketing. Opportunity exists to offer analytics modernization, cybersecurity enhancements, and marketing technology consulting to deepen client value.

Regional Growth Located in Minnesota with a long history, the firm is positioned to grow through regional expansion and integration with wealth management services via Nepsis. Sales angles include bundled services combining tax, accounting, consulting and capital advisory to win larger engagements.