Restaurant focus Target mid-market multi-unit restaurant and retail chains that need outsourced accounting and financial management to standardize processes, scale operations, and improve profitability.

Acquisition traction Leverage recent acquisition news by FMS Solutions to position as a go-to back-of-house managed accounting partner, offering integration with acquired entities and transition support.

Financial health With a revenue range of 10M to 25M and a lean employee base, emphasize scalable outsourcing services that reduce headcount costs and deliver precise financial data for faster strategic decisions.

Leadership signals Engage with executive leadership and principals, such as the COO appointment history, to explore strategic partnerships in management consulting, equity value growth, and potential cross-sell of mergers and acquisitions advisory.

Tech-enabled value Highlight the firm's integrated software suite and modern tech stack as a differentiator for faster onboarding, better data accuracy, and improved reporting for restaurant and hospitality clients.