Acquisition Opportunity Bader Martin was acquired by Baker Tilly US in 2022. This exit/ownership change may create transitional needs around integration, service realignment, and cross-firm collaboration opportunities for clients and staff, presenting a chance to offer tailored advisory and accounting solutions during the integration phase.

Growth Focus With revenue in the mid five-figure to five-figure range and a blend of high net worth, family offices, and growing middle-market clients, there is potential to upsell more comprehensive wealth, tax planning, and advisory services to scalable client segments, including technology startups and real estate ventures.

Boutique Scale Operating with a relationship-focused, responsive model and a relatively lean team (51-200 employees), there is an opportunity to position additional value through scalable virtual services, outsourced finance functions, and project-based advisory for nonprofits, schools, and professional practices.

Industry Reach Practice areas spanning technology, startups, real estate, construction, hospitality, healthcare, and not-for-profit indicate cross-sell potential across industries for assurance, tax optimization, and specialty services like benefit plans, trusts and estates, and family-business advisory.

National Affiliation As a member firm of DFK International and formerly aligned with a national network, there is an opening to leverage expanded cross-border and international consulting opportunities, especially for clients with multi-state or international footprints seeking integrated audit, tax, and advisory services.