Acquisition Momentum The firm merged into Schenck SC in 2018, expanding resources and client reach in southeastern Wisconsin, signaling potential cross-selling opportunities across Schenck’s broader client base and specialties.

Midmarket Focus With a revenue range of 1M to 10M and a staff size under 10, the company serves closely held businesses and nonprofits—ideal targets for advisory services, outsourced accounting, tax planning, and management consulting from a larger firm.

Regional Presence Strong Milwaukee area footprint and long-standing community ties present opportunities to offer additional services to existing local clients and to win more regional audits, tax work, and financial advisory engagements.

Technology Stack Current tech usage includes Hogan.js, Modernizr, jQuery, Bootstrap, Google Analytics, and ASP.NET, indicating openness to digital, analytics-driven accounting solutions and potential for modernization projects or ERPs integrations.

Growth Readiness Historical recognition as a favorable employer and internship programs suggests a culture receptive to scalable advisory partnerships, talent development programs, and joint employee training initiatives to support growth in accounting and advisory services.