Growth and scale Aldrich is a multi-faceted professional services firm with over 200 employees and revenue in the high hundreds of millions, indicating a strong, scalable platform for cross-sell of financial, tax, accounting, wealth, and advisory services to mid-sized clients and owner-entrepreneurs.

Integrated services The firm combines CPA, wealth, corporate retirement, and business transition services under one umbrella, creating opportunities to upsell comprehensive financial governance solutions to clients seeking end-to-end support.

Acquisitions momentum Recent acquisitions including Summit Security Group and expansion through Aldrich Solutions signal an expanding services footprint and potential for cross-border and cross-service client referrals.

Technology stack Adoption of Sage Intacct, Microsoft 365, Adobe Experience Cloud, and other modern platforms suggests readiness to streamline client operations, offering prospective digital transformation, ERP, and data-driven advisory engagements.

Regional footprint Eight Western US offices with a national client base present sales opportunities to package regionalized expertise with national capabilities, appealing to firms seeking scalable, compliant, and locally attuned financial leadership.