High Net Worth Focus Target Thayer CPAs’ high-net-worth individuals and closely held businesses for advanced tax planning, wealth management, and personalized advisory services to expand advisory revenue and cross-sell valuation, estate planning, and litigation support.

Mid-Sized Firm Scale Leverage their firm size (11-50 employees but with over 50 professionals) to position as a scalable accounting and advisory partner for growing mid-market companies seeking outsourced accounting, regulatory audits, and internal controls services.

Diverse Service Reach Cross-sell across tax, accounting, financial forecasting, audits, real estate appraisals, QuickBooks training, and regulatory compliance to become a comprehensive financial partner for both individuals and businesses.

Tech Stack Enablement Offer modernization and cloud-based advisory solutions that integrate with Microsoft 365 and other digital tools, highlighting efficiency gains, data analytics, and remote collaboration capabilities.

Growth Readiness Position to support growth-stage clients and real estate ventures given revenue scale and national/regional market trends, with services aligned to expansion planning, valuations, and financial advisory.