Strategic Acquisition Opportunity Untracht Early was acquired by Citrin Cooperman in 2022, signaling a consolidation trend in the mid-market accounting space. This presents a potential cross-sell and integration opportunity with Citrin Cooperman clients and a chance to position additional alternative investments, family office, and high-net-worth services to a broader audience.

HNW and Family Office Focus The firm serves closely held businesses and high net worth individuals and families, highlighting a recurring need for specialized tax, assurance, and family office services. Target outreach to similar client profiles could yield opportunities in tax optimization, estate planning, and investment committee support.

Tech Stack Enablement Adoption of QuickBooks, Microsoft SQL Server, Shopify, Google Cloud, and other enterprise tools suggests maturity in small-to-mid market tech environments. This enables scalable advisory services around cloud-based financial operations, data analytics, ERP optimization, and e-commerce finance controls for growth-minded clients.

Revenue Growth Potential With reported revenue in the $25M–$50M range and a long-standing IPA top firm recognition, there is momentum and credibility to approach mid-market businesses seeking robust accounting, assurance, and advisory capabilities, including succession planning and governance enhancements.

Experienced Leadership Key principals and executives, including principals named in recent years, indicate stable leadership and succession planning. This can be leveraged to position executive-level advisory services, continuity assurances for clients, and targeted outreach to owners planning transitions or exploring strategic reorganizations.