Growth momentum Anchor Point Advisory Group is expanding its team with new hires John and Laura Gillum, signaling ongoing growth and potential for upsell opportunities in advisory services, client onboarding improvements, and expanded service lines.

Mid-market focus With revenue in the 25–50 million range and a staff size of 51–200, the firm sits between small practice and large regional firms, presenting cross-sell potential for more advanced accounting, tax, and management advisory services to similar mid-market clients.

Industry alignment The firm emphasizes support for small businesses, agriculture, and POA clients, suggesting opportunities to tailor finance and compliance solutions, industry-specific payroll, and CSR reporting to deepen client value and increase wallet share.

Technology enablement Existing tech stack including Microsoft 365, security and awareness tools, and analytics platforms indicates readiness for digital transformation projects, data-driven reporting, and scalable remote client services that can be leveraged for value-added advisory offerings.

Growth signals Publicized hires and a substantial revenue base imply expanding client demand and potential for broader service coverage, such as ESG, cash flow forecasting, and process optimization, enabling targeted outreach to similar risk profiles and geographic markets.