Integrated cross sell Aldrich’s integrated service model combines accounting, tax, wealth, corporate retirement, and business transition services, creating natural opportunities to bundle offerings for private company owners and executives (CFO support plus wealth and succession planning).

Security and risk The acquisitions of Summit Security Group signal a strategic move into security and risk management, opening doors to cross-sell security compliance and incident response services to current clients in manufacturing and other sectors.

Healthcare niche Healthcare niche collaboration with Primetrics demonstrates a scalable back-office solution model for regulated industries; this can be expanded to replicate in other care and highly regulated markets.

Wealth focused growth Wealth management capabilities provide a differentiator for client retention and expansion, enabling coordinated personal and business financial planning for owners, which can drive referrals into corporate and advisory services.

Regional footprint A Western US footprint with multiple offices supports rapid service delivery and cross-state growth opportunities, enabling coordinated cross-sell of advisory, tax, and consulting services to mid-market firms across the region.