Acquisition synergies Walker, Fluke & Sheldon, PLC recently combined with Rehmann, expanding from a local Michigan firm to a regional advisory platform. This integration opens cross-sell opportunities for Rehmann services such as research and development credit studies, technology and cyber consulting, international tax, and wealth management to the combined client base.

Technology stack The firm utilizes tools like Smartlook, Paycor, HubSpot, K2, and Microsoft ecosystems, indicating potential needs for advanced analytics, workflow automation, CRM optimization, and cyber security enhancements to support growing multi-office capabilities.

AUM growth potential Rehmann is recognized as a top firm by Assets Under Management, suggesting a thriving wealth management segment with opportunities to partner on high-net-worth client needs, integrated financial planning, and expanded family office services.

Geographic expansion With offices across Michigan, Ohio, and Florida and planned expansions, there is a clear path for sales outreach around regional tax advisory, cross-border compliance, and scalable outsourcing solutions tailored to multi-state operations.

Wellness and culture Repeated recognition as a Best and Brightest in Wellness indicates a strong emphasis on employee engagement and culture, presenting opportunities to offer employee benefits consulting, wellness program optimization, and HR technology implementations to sustain a high-performing workforce.