Mid-market Growth Target Agresta, Storms & O'Leary as a mid-sized accounting firm with a revenue range of 25M-50M and 11-50 employees for services like bank and finance consulting, cost management, budgeting, and M&A support to help scale client operations.

M&A Opportunities Leverage their stated expertise in mergers and acquisitions assistance and business valuations to offer deal advisory, due diligence, post-merger integration, and financing strategy services to similar-sized companies undergoing consolidation.

Tech-Driven Efficiency Highlight opportunities to modernize client finance functions using cloud, data analytics, and automation capabilities aligned with their tech stack (MySQL, Cloudflare, RSS, JSON-LD, etc.) to improve reporting, budgeting, and forecasting accuracy.

Industry Positioning Position as a trusted VAR/outsourced finance partner for regional mid-market firms in Indianapolis and surrounding markets, emphasizing customized CFO services, cost control, and industry-specific regulatory compliance.

Retention & Growth Propose value-add services for client retention such as HUD consulting, ongoing CFO services, and cloud-based financial planning to expand wallet share with existing clients and reduce churn.