Integrated advisory The Cadence Group has merged with Moss Adams to form a larger, client-centric advisory firm, expanding access to accounting, consulting and wealth management services. This presents a sales opportunity to offer end-to-end solutions that leverage broader capabilities for existing clients and cross-sell services.

Resource expansion Post-merger, clients gain access to a wider resource base and technology stack, enabling more scalable implementations, risk management, and strategic initiatives. Use this to position enhanced delivery capabilities and faster time-to-value in proposals.

Tech modernization Current tech stack includes Salesforce Lightning, Snowflake, Azure and more, signaling readiness for modern data analytics, cloud migrations, CRM optimizations, and digital transformation projects. Target opportunities around data strategy, integration, and customer experience modernization.

Healthcare and industry reach As Moss Adams broadens its advisory footprint, there are likely expansion opportunities in sectors they already serve, including construction, wealth management, and professional services. Align solution selling to these verticals with cross-functional teams.

Financial and governance credibility Firm growth through acquisitions and leadership appointments (e.g., tax and strategic reform committees) signals stability and governance maturity. Position services around compliance, tax optimization, risk assessment, and scalable financial operations to attract mid-market clients seeking trusted advisors.